Rise Advisors’s MGIC Investment MTG Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-19	Closed	-$539	–	951
2025 Q3	$539	Buy	+19	New	+$518	﹤0.01%	1395

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Rise Advisors's MTG Position: Q4 2025 in Review

Rise Advisors sold out of MGIC Investment (MTG) in Q4 2025, closing a stake of 19 shares — an estimated $539 sold.

Rise Advisors first reported a position in MTG in Q3 2025 and held it in 1 quarter. The position peaked at $539 in Q3 2025. 529 funds tracked by Wall St. Rank hold MTG as of Q4 2025.

Rise Advisors reported no remaining MGIC Investment position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 19 MGIC Investment shares in Q4 2025, an estimated $539.
Rise Advisors first reported a position in MGIC Investment in Q3 2025 and held it in 1 quarter.
Rise Advisors's MGIC Investment position peaked at $539 in Q3 2025.
529 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.