Ray Dalio
MTG icon

Ray Dalio’s MGIC Investment MTG Stock Holding History

Ray Dalio’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
-32,072
Closed -$937K – 1153
2025
Q4 		$937K Buy
32,072
+3,619
+13% +$102K ﹤0.01% 899
2025
Q3 		$807K Buy
28,453
+14,398
+102% +$392K ﹤0.01% 869
2025
Q2 		$391K Sell
14,055
-11,503
-45% -$296K ﹤0.01% 541
2025
Q1 		$633K Sell
25,558
-5,794
-18% -$140K ﹤0.01% 547
2024
Q4 		$743K Buy
31,352
+1,110
+4% +$27.7K ﹤0.01% 539
2024
Q3 		$774K Buy
+30,242
New +$729K ﹤0.01% 632
2024
Q1 		– Sell
-118,864
Closed -$2.29M – 760
2023
Q4 		$2.29M Sell
118,864
-87,818
-42% -$1.55M 0.01% 497
2023
Q3 		$3.45M Buy
206,682
+155,400
+303% +$2.64M 0.02% 414
2023
Q2 		$810K Sell
51,282
-53,770
-51% -$798K 0.01% 606
2023
Q1 		$1.41M Sell
105,052
-119,403
-53% -$1.61M 0.01% 515
2022
Q4 		$2.92M Buy
224,455
+17,205
+8% +$226K 0.02% 465
2022
Q3 		$2.66M Buy
+207,250
New +$2.9M 0.01% 498

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ray Dalio's MTG Position: Q1 2026 in Review

Ray Dalio sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 32,072 shares — an estimated $937K sold.

Ray Dalio first reported a position in MTG in Q3 2022 and held it in 12 quarters. The position peaked at $3.45M in Q3 2023. 510 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Ray Dalio reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 32,072 MGIC Investment shares in Q1 2026, an estimated $937K.
  • Ray Dalio first reported a position in MGIC Investment in Q3 2022 and held it in 12 quarters.
  • Ray Dalio's MGIC Investment position peaked at $3.45M in Q3 2023.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.