RIL
MTG icon

Rothschild Investment LLC’s MGIC Investment MTG Stock Holding History

Rothschild Investment LLC’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 		$207K Sell
7,335
-227
-3% -$6.05K 0.01% 852
2026
Q1 		$199K Sell
7,562
-3,388
-31% -$90.6K 0.01% 672
2025
Q4 		$320K Buy
10,950
+4,316
+65% +$121K 0.02% 483
2025
Q3 		$188K Buy
6,634
+6,339
+2,149% +$173K 0.01% 632
2025
Q2 		$8.21K Buy
295
+25
+9% +$643 ﹤0.01% 1297
2025
Q1 		$6.69K Buy
270
+20
+8% +$484 ﹤0.01% 1307
2024
Q4 		$5.93K Hold
250
– – ﹤0.01% 1288
2024
Q3 		$6.4K Hold
250
– – ﹤0.01% 1222
2024
Q2 		$5.39K Buy
+250
New +$5.19K ﹤0.01% 1195

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
VCM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's MTG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its MGIC Investment (MTG) stake by 3% in Q2 2026, selling an estimated $6.05K and leaving 7,335 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #852.

Rothschild Investment LLC first reported a position in MTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $320K in Q4 2025. 467 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Rothschild Investment LLC held 7,335 shares of MGIC Investment worth $207K as of Q2 2026.
  • Rothschild Investment LLC sold 227 MGIC Investment shares in Q2 2026, an estimated $6.05K.
  • MGIC Investment made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #852 holding.
  • Rothschild Investment LLC first reported a position in MGIC Investment in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's MGIC Investment position peaked at $320K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.