Raymond James Financial
MTG icon

Raymond James Financial’s MGIC Investment MTG Stock Holding History

Raymond James Financial’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 		$543K Sell
19,255
-34,602
-64% -$922K ﹤0.01% 4447
2026
Q1 		$1.41M Sell
53,857
-9,960
-16% -$266K ﹤0.01% 3613
2025
Q4 		$1.86M Sell
63,817
-547
-0.8% -$15.4K ﹤0.01% 3330
2025
Q3 		$1.83M Buy
64,364
+3,371
+6% +$91.9K ﹤0.01% 3237
2025
Q2 		$1.7M Sell
60,993
-7,073
-10% -$182K ﹤0.01% 3212
2025
Q1 		$1.69M Sell
68,066
-5,311
-7% -$129K ﹤0.01% 3120
2024
Q4 		$1.74M Buy
+73,377
New +$1.83M ﹤0.01% 3065

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 $3.38T AUM 44.17% 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

Raymond James Financial's MTG Position: Q2 2026 in Review

Raymond James Financial reduced its MGIC Investment (MTG) stake by 64% in Q2 2026, selling an estimated $922K and leaving 19,255 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Raymond James Financial first reported a position in MTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Raymond James Financial held 19,255 shares of MGIC Investment worth $543K as of Q2 2026.
  • Raymond James Financial sold 34,602 MGIC Investment shares in Q2 2026, an estimated $922K.
  • MGIC Investment made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4447 holding.
  • Raymond James Financial first reported a position in MGIC Investment in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's MGIC Investment position peaked at $1.86M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.