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Ritholtz Wealth Management’s MGIC Investment MTG Stock Holding History

Ritholtz 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 		$4.83M Buy
171,443
+3,059
+2% +$81.5K 0.07% 187
2026
Q1 		$4.42M Sell
168,384
-5,996
-3% -$160K 0.08% 188
2025
Q4 		$5.1M Buy
174,380
+34,750
+25% +$976K 0.09% 144
2025
Q3 		$3.96M Buy
139,630
+23,377
+20% +$637K 0.08% 171
2025
Q2 		$3.24M Buy
116,253
+26,033
+29% +$670K 0.07% 183
2025
Q1 		$2.24M Sell
90,220
-1,470
-2% -$35.6K 0.07% 228
2024
Q4 		$2.17M Buy
91,690
+10,864
+13% +$271K 0.06% 216
2024
Q3 		$2.07M Buy
80,826
+10,894
+16% +$262K 0.06% 223
2024
Q2 		$1.51M Buy
69,932
+2,276
+3% +$47.2K 0.05% 252
2024
Q1 		$1.51M Buy
67,656
+3,228
+5% +$64.4K 0.05% 253
2023
Q4 		$1.24M Buy
64,428
+7,688
+14% +$136K 0.05% 262
2023
Q3 		$947K Buy
56,740
+29,816
+111% +$507K 0.04% 294
2023
Q2 		$425K Buy
+26,924
New +$399K 0.02% 465

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

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

Ritholtz Wealth Management increased its MGIC Investment (MTG) stake by 1.8% in Q2 2026, buying an estimated $81.5K and bringing the position to 171,443 shares worth $4.83M. The position accounts for 0.07% of the portfolio, ranked #187.

Ritholtz Wealth Management first reported a position in MTG in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.1M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Ritholtz Wealth Management held 171,443 shares of MGIC Investment worth $4.83M as of Q2 2026.
  • Ritholtz Wealth Management bought 3,059 MGIC Investment shares in Q2 2026, an estimated $81.5K.
  • MGIC Investment made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Ritholtz Wealth Management first reported a position in MGIC Investment in Q2 2023 and has held it in 13 quarters since.
  • Ritholtz Wealth Management's MGIC Investment position peaked at $5.1M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.