Salomon & Ludwin’s MGIC Investment MTG Stock Holding History

Salomon & Ludwin’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
2025 Q4	–	Sell	-354	Closed	-$9.74K	–	2194
2025 Q3	$9.74K	Buy	+354	New	+$9.65K	﹤0.01%	1321

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Salomon & Ludwin's MTG Position: Q4 2025 in Review

Salomon & Ludwin sold out of MGIC Investment (MTG) in Q4 2025, closing a stake of 354 shares — an estimated $9.74K sold.

Salomon & Ludwin first reported a position in MTG in Q3 2025 and held it in 1 quarter. The position peaked at $9.74K in Q3 2025. 529 funds tracked by Wall St. Rank hold MTG as of Q4 2025.

Salomon & Ludwin reported no remaining MGIC Investment position as of Q4 2025 after selling out during the quarter.
Salomon & Ludwin sold 354 MGIC Investment shares in Q4 2025, an estimated $9.74K.
Salomon & Ludwin first reported a position in MGIC Investment in Q3 2025 and held it in 1 quarter.
Salomon & Ludwin's MGIC Investment position peaked at $9.74K in Q3 2025.
529 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2025.

Based on Salomon & Ludwin's 13F filing for Q4 2025, filed 28 Jan 2026.