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Rialto Wealth Management’s MGIC Investment MTG Stock Holding History

Rialto 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 		$3.33K Buy
118
+35
+42% +$933 ﹤0.01% 916
2026
Q1 		$2.18K Buy
83
+27
+48% +$722 ﹤0.01% 833
2025
Q4 		$1.64K Buy
56
+4
+8% +$112 ﹤0.01% 817
2025
Q3 		$1.48K Buy
52
+8
+18% +$218 ﹤0.01% 769
2025
Q2 		$1.23K Buy
44
+22
+100% +$566 ﹤0.01% 765
2025
Q1 		$546 Buy
+22
New +$533 ﹤0.01% 767

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

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

Rialto Wealth Management increased its MGIC Investment (MTG) stake by 42% in Q2 2026, buying an estimated $933 and bringing the position to 118 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Rialto Wealth Management first reported a position in MTG in Q1 2025 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Rialto Wealth Management held 118 shares of MGIC Investment worth $3.33K as of Q2 2026.
  • Rialto Wealth Management bought 35 MGIC Investment shares in Q2 2026, an estimated $933.
  • MGIC Investment made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Rialto Wealth Management first reported a position in MGIC Investment in Q1 2025 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.