Savvy Advisors Inc’s MGIC Investment MTG Stock Holding History

Savvy Advisors Inc’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 Q1	–	Sell	-7,679	Closed	-$224K	–	1192
2025 Q4	$224K	Buy	+7,679	New	+$216K	0.01%	904

Other funds holding MTG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Savvy Advisors Inc's MTG Position: Q1 2026 in Review

Savvy Advisors Inc sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 7,679 shares — an estimated $224K sold.

Savvy Advisors Inc first reported a position in MTG in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

Savvy Advisors Inc reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
Savvy Advisors Inc sold 7,679 MGIC Investment shares in Q1 2026, an estimated $224K.
Savvy Advisors Inc first reported a position in MGIC Investment in Q4 2025 and held it in 1 quarter.
Savvy Advisors Inc's MGIC Investment position peaked at $224K in Q4 2025.
508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.