RFP
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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Root Financial Partners's MTG Position: Q2 2026 in Review

Root Financial Partners sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 3,022 shares — an estimated $79.3K sold.

Root Financial Partners first reported a position in MTG in Q3 2025 and held it in 3 quarters. The position peaked at $79.3K in Q1 2026. 139 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Root Financial Partners reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,022 MGIC Investment shares in Q2 2026, an estimated $79.3K.
  • Root Financial Partners first reported a position in MGIC Investment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MGIC Investment position peaked at $79.3K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.