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Sherbrooke Park Advisers’s MGIC Investment MTG Stock Holding History

Sherbrooke Park Advisers’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
-18,573
Closed -$527K – 423
2025
Q3 		$527K Buy
+18,573
New +$506K 0.24% 153
2023
Q1 		– Sell
-15,500
Closed -$202K – 279
2022
Q4 		$202K Buy
+15,500
New +$204K 0.15% 244

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sherbrooke Park Advisers's MTG Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of MGIC Investment (MTG) in Q4 2025, closing a stake of 18,573 shares — an estimated $527K sold.

Sherbrooke Park Advisers first reported a position in MTG in Q4 2022 and held it in 2 quarters. The position peaked at $527K in Q3 2025. 526 funds tracked by Wall St. Rank hold MTG as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining MGIC Investment position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 18,573 MGIC Investment shares in Q4 2025, an estimated $527K.
  • Sherbrooke Park Advisers first reported a position in MGIC Investment in Q4 2022 and held it in 2 quarters.
  • Sherbrooke Park Advisers's MGIC Investment position peaked at $527K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.