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Sequoia Financial Advisors’s MGIC Investment MTG Stock Holding History

Sequoia Financial Advisors’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 		$968K Buy
34,319
+4,381
+15% +$117K ﹤0.01% 966
2026
Q1 		$786K Sell
29,938
-27,907
-48% -$746K ﹤0.01% 1007
2025
Q4 		$1.69M Buy
57,845
+35,225
+156% +$989K 0.01% 641
2025
Q3 		$642K Buy
22,620
+2,223
+11% +$60.6K ﹤0.01% 1008
2025
Q2 		$568K Buy
+20,397
New +$525K ﹤0.01% 940

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

Sequoia Financial Advisors's MTG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its MGIC Investment (MTG) stake by 15% in Q2 2026, buying an estimated $117K and bringing the position to 34,319 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Sequoia Financial Advisors first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Sequoia Financial Advisors held 34,319 shares of MGIC Investment worth $968K as of Q2 2026.
  • Sequoia Financial Advisors bought 4,381 MGIC Investment shares in Q2 2026, an estimated $117K.
  • MGIC Investment made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #966 holding.
  • Sequoia Financial Advisors first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's MGIC Investment position peaked at $1.69M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.