PWMG
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Private Wealth Management Group’s MGIC Investment MTG Stock Holding History

Private Wealth Management Group’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 		$21K Hold
743
– – ﹤0.01% 374
2026
Q1 		$19.5K Hold
743
– – 0.01% 346
2025
Q4 		$21.7K Hold
743
– – 0.01% 307
2025
Q3 		$21.1K Hold
743
– – 0.01% 316
2025
Q2 		$20.7K Sell
743
-53
-7% -$1.36K 0.01% 291
2025
Q1 		$19.7K Sell
796
-14
-2% -$339 0.01% 300
2024
Q4 		$19.2K Sell
810
-9
-1% -$225 0.01% 311
2024
Q3 		$21K Sell
819
-41
-5% -$988 0.01% 276
2024
Q2 		$18.5K Sell
860
-108
-11% -$2.24K 0.01% 288
2024
Q1 		$21.6K Hold
968
– – 0.01% 257
2023
Q4 		$18.7K Buy
+968
New +$17.1K 0.01% 275

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
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
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

Private Wealth Management Group's MTG Position: Q2 2026 in Review

Private Wealth Management Group held its MGIC Investment (MTG) position steady in Q2 2026 at 743 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Private Wealth Management Group first reported a position in MTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Private Wealth Management Group held 743 shares of MGIC Investment worth $21K as of Q2 2026.
  • Private Wealth Management Group left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #374 holding.
  • Private Wealth Management Group first reported a position in MGIC Investment in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's MGIC Investment position peaked at $21.7K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.