SAM
MTG icon

Sagewood Asset Management’s MGIC Investment MTG Stock Holding History

Sagewood Asset 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 		$477K Buy
16,912
+2,741
+19% +$73.1K 0.11% 188
2026
Q1 		$372K Buy
14,171
+3,894
+38% +$104K 0.12% 173
2025
Q4 		$300K Buy
+10,277
New +$289K 0.11% 178

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's MTG Position: Q2 2026 in Review

Sagewood Asset Management increased its MGIC Investment (MTG) stake by 19% in Q2 2026, buying an estimated $73.1K and bringing the position to 16,912 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #188.

Sagewood Asset Management first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Sagewood Asset Management held 16,912 shares of MGIC Investment worth $477K as of Q2 2026.
  • Sagewood Asset Management bought 2,741 MGIC Investment shares in Q2 2026, an estimated $73.1K.
  • MGIC Investment made up 0.11% of Sagewood Asset Management's portfolio in Q2 2026, its #188 holding.
  • Sagewood Asset Management first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.