Root Financial Partners
MTG icon

Root Financial Partners’s MGIC Investment MTG Stock Holding History

Root Financial Partners’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
Q3 		$76.1K Buy
+2,946
New +$87.9K ﹤0.01% 878
2026
Q2 		– Sell
-3,022
Closed -$79.3K – 2126
2026
Q1 		$79.3K Buy
3,022
+1,516
+101% +$40.5K ﹤0.01% 669
2025
Q4 		$44K Buy
1,506
+175
+13% +$4.92K ﹤0.01% 769
2025
Q3 		$37.8K Buy
+1,331
New +$36.3K ﹤0.01% 783

Other funds holding MTG

Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's MTG Position: Q3 2026 in Review

Root Financial Partners opened a new position in MGIC Investment (MTG) in Q3 2026: 2,946 shares worth $76.1K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTG as recently as Q1 2026.

Root Financial Partners first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.3K in Q1 2026. 233 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Root Financial Partners held 2,946 shares of MGIC Investment worth $76.1K as of Q3 2026.
  • MGIC Investment was a new Root Financial Partners position in Q3 2026.
  • MGIC Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #878 holding.
  • Root Financial Partners first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's MGIC Investment position peaked at $79.3K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.