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Perigon Wealth Management’s MGIC Investment MTG Stock Holding History

Perigon Wealth Management’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
-9,750
Closed -$285K – 1376
2025
Q4 		$285K Buy
9,750
+2,587
+36% +$72.7K 0.01% 1038
2025
Q3 		$203K Buy
+7,163
New +$195K ﹤0.01% 1162
2021
Q1 		– Sell
-3,451
Closed -$43K – 832
2020
Q4 		$43K Buy
+3,451
New +$39K 0.01% 794

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Perigon Wealth Management's MTG Position: Q1 2026 in Review

Perigon Wealth Management sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 9,750 shares — an estimated $285K sold.

Perigon Wealth Management first reported a position in MTG in Q4 2020 and held it in 3 quarters. The position peaked at $285K in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Perigon Wealth Management reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 9,750 MGIC Investment shares in Q1 2026, an estimated $285K.
  • Perigon Wealth Management first reported a position in MGIC Investment in Q4 2020 and held it in 3 quarters.
  • Perigon Wealth Management's MGIC Investment position peaked at $285K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.