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Perbak Capital Partners’s MGIC Investment MTG Stock Holding History

Perbak Capital Partners’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,085
Closed -$441K – 358
2025
Q4 		$441K Sell
15,085
-33,258
-69% -$934K 0.13% 61
2025
Q3 		$1.37M Buy
48,343
+18,107
+60% +$494K 0.24% 57
2025
Q2 		$842K Buy
30,236
+15,932
+111% +$410K 0.19% 74
2025
Q1 		$354K Buy
+14,304
New +$346K 0.26% 68

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Perbak Capital Partners's MTG Position: Q1 2026 in Review

Perbak Capital Partners sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 15,085 shares — an estimated $441K sold.

Perbak Capital Partners first reported a position in MTG in Q1 2025 and held it in 4 quarters. The position peaked at $1.37M in Q3 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Perbak Capital Partners reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 15,085 MGIC Investment shares in Q1 2026, an estimated $441K.
  • Perbak Capital Partners first reported a position in MGIC Investment in Q1 2025 and held it in 4 quarters.
  • Perbak Capital Partners's MGIC Investment position peaked at $1.37M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.