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Planning Strategies’s MGIC Investment MTG Stock Holding History

Planning Strategies’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
Q2 		$338 Buy
+12
New +$320 ﹤0.01% 929

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Strategies's MTG Position: Q2 2026 in Review

Planning Strategies opened a new position in MGIC Investment (MTG) in Q2 2026: 12 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

468 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Planning Strategies held 12 shares of MGIC Investment worth $338 as of Q2 2026.
  • MGIC Investment was a new Planning Strategies position in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #929 holding.
  • 468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.