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Ridgeline Wealth Planning’s MGIC Investment MTG Stock Holding History

Ridgeline Wealth Planning’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 		$2.04M Buy
72,233
+8,377
+13% +$223K 1.29% 12
2026
Q1 		$1.68M Hold
63,856
– – 1.22% 13
2025
Q4 		$1.87M Hold
63,856
– – 1.33% 11
2025
Q3 		$1.81M Sell
63,856
-19,933
-24% -$543K 1.36% 12
2025
Q2 		$2.33M Buy
+83,789
New +$2.16M 1.92% 10

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

Ridgeline Wealth Planning's MTG Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its MGIC Investment (MTG) stake by 13% in Q2 2026, buying an estimated $223K and bringing the position to 72,233 shares worth $2.04M. The position accounts for 1.29% of the portfolio, ranked #12.

Ridgeline Wealth Planning first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Ridgeline Wealth Planning held 72,233 shares of MGIC Investment worth $2.04M as of Q2 2026.
  • Ridgeline Wealth Planning bought 8,377 MGIC Investment shares in Q2 2026, an estimated $223K.
  • MGIC Investment made up 1.29% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #12 holding.
  • Ridgeline Wealth Planning first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Ridgeline Wealth Planning's MGIC Investment position peaked at $2.33M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.