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Steward Financial Group’s MGIC Investment MTG Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+342
New +$5.81K ﹤0.01% 628
2022
Q3 		– Sell
-187
Closed -$2K – 859
2022
Q2 		$2K Buy
+187
New +$2.46K ﹤0.01% 586

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Financial Group's MTG Position: Q3 2023 in Review

Steward Financial Group opened a new position in MGIC Investment (MTG) in Q3 2023: 342 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MTG as recently as Q2 2022.

Steward Financial Group first reported a position in MTG in Q2 2022 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

  • Steward Financial Group held 342 shares of MGIC Investment worth $5K as of Q3 2023.
  • MGIC Investment was a new Steward Financial Group position in Q3 2023.
  • MGIC Investment made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #628 holding.
  • Steward Financial Group first reported a position in MGIC Investment in Q2 2022 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.