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Principal Securities’s MGIC Investment MTG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-247
Closed -$7.01K – 2702
2025
Q3 		$7.01K Hold
247
– – ﹤0.01% 2852
2025
Q2 		$6.88K Sell
247
-214
-46% -$5.51K ﹤0.01% 2772
2025
Q1 		$10.9K Hold
461
– – ﹤0.01% 2481
2024
Q4 		$10.9K Buy
461
+155
+51% +$3.87K ﹤0.01% 2477
2024
Q3 		$7.83K Buy
306
+227
+287% +$5.47K ﹤0.01% 2533
2024
Q2 		$1.7K Buy
+79
New +$1.64K ﹤0.01% 2953

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Principal Securities's MTG Position: Q4 2025 in Review

Principal Securities sold out of MGIC Investment (MTG) in Q4 2025, closing a stake of 247 shares — an estimated $7.01K sold.

Principal Securities first reported a position in MTG in Q2 2024 and held it in 6 quarters. The position peaked at $10.9K in Q1 2025. 529 funds tracked by Wall St. Rank hold MTG as of Q4 2025.

  • Principal Securities reported no remaining MGIC Investment position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 247 MGIC Investment shares in Q4 2025, an estimated $7.01K.
  • Principal Securities first reported a position in MGIC Investment in Q2 2024 and held it in 6 quarters.
  • Principal Securities's MGIC Investment position peaked at $10.9K in Q1 2025.
  • 529 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.