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Spire Wealth Management’s MGIC Investment MTG Stock Holding History

Spire Wealth 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 		– Sell
-271
Closed -$7.12K – 2324
2026
Q1 		$7.12K Buy
271
+172
+174% +$4.6K ﹤0.01% 1730
2025
Q4 		$2.9K Buy
+99
New +$2.78K ﹤0.01% 2025
2023
Q2 		– Sell
-186
Closed -$2.5K – 2480
2023
Q1 		$2.5K Sell
186
-76
-29% -$1.02K ﹤0.01% 2216
2022
Q4 		$3K Buy
+262
New +$3.44K ﹤0.01% 1976

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 $3.37T AUM 44.26% 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

Spire Wealth Management's MTG Position: Q2 2026 in Review

Spire Wealth Management sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 271 shares — an estimated $7.12K sold.

Spire Wealth Management first reported a position in MTG in Q4 2022 and held it in 4 quarters. The position peaked at $7.12K in Q1 2026. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Spire Wealth Management reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 271 MGIC Investment shares in Q2 2026, an estimated $7.12K.
  • Spire Wealth Management first reported a position in MGIC Investment in Q4 2022 and held it in 4 quarters.
  • Spire Wealth Management's MGIC Investment position peaked at $7.12K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.