Raffa Wealth Management’s MGIC Investment MTG Stock Holding History

Raffa 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 Q2	$169	Sell	6 -2	-25%	-$53	﹤0.01%	1285
2026 Q1	$210	Buy	+8	New	+$214	﹤0.01%	1168
2016 Q3	–	Sell	-102	Closed	-$607	–	881
2016 Q2	$607	Hold	102	–	–	﹤0.01%	595
2016 Q1	$782	Hold	102	–	–	﹤0.01%	483
2015 Q4	$901	Buy	102 +30	+42%	+$281	﹤0.01%	421
2015 Q3	$667	Hold	72	–	–	﹤0.01%	527
2015 Q2	$819	Hold	72	–	–	﹤0.01%	448
2015 Q1	$693	Hold	72	–	–	﹤0.01%	531
2014 Q4	$671	Buy	+72	New	+$632	﹤0.01%	511
2014 Q3	–	Sell	-895	Closed	-$8.27K	–	753
2014 Q2	$8.27K	Buy	+895	New	+$7.77K	0.01%	157
2014 Q1	–	Sell	-72	Closed	-$671	–	562
2013 Q4	$671	Buy	+72	New	+$574	﹤0.01%	511

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's MTG Position: Q2 2026 in Review

Raffa Wealth Management reduced its MGIC Investment (MTG) stake by 25% in Q2 2026, selling an estimated $53 and leaving 6 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Raffa Wealth Management first reported a position in MTG in Q4 2013 and has held it in 11 quarters since. The position peaked at $8.27K in Q2 2014. 468 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Raffa Wealth Management held 6 shares of MGIC Investment worth $169 as of Q2 2026.
Raffa Wealth Management sold 2 MGIC Investment shares in Q2 2026, an estimated $53.
MGIC Investment made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1285 holding.
Raffa Wealth Management first reported a position in MGIC Investment in Q4 2013 and has held it in 11 quarters since.
Raffa Wealth Management's MGIC Investment position peaked at $8.27K in Q2 2014.
468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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