Stifel Financial
MTG icon

Stifel Financial’s MGIC Investment MTG Stock Holding History

Stifel Financial’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 		$844K Sell
29,934
-2,188
-7% -$58.3K ﹤0.01% 2665
2026
Q1 		$843K Sell
32,122
-36,959
-54% -$988K ﹤0.01% 2553
2025
Q4 		$2.02M Buy
69,081
+4,345
+7% +$122K ﹤0.01% 1920
2025
Q3 		$1.84M Buy
64,736
+16,183
+33% +$441K ﹤0.01% 1977
2025
Q2 		$1.35M Buy
48,553
+1,898
+4% +$48.8K ﹤0.01% 2120
2025
Q1 		$1.16M Buy
46,655
+1,201
+3% +$29.1K ﹤0.01% 2134
2024
Q4 		$1.08M Buy
45,454
+295
+0.7% +$7.37K ﹤0.01% 2200
2024
Q3 		$1.16M Sell
45,159
-1,593
-3% -$38.4K ﹤0.01% 2138
2024
Q2 		$1.01M Buy
46,752
+1,347
+3% +$27.9K ﹤0.01% 2156
2024
Q1 		$1.02M Buy
45,405
+3,412
+8% +$68.1K ﹤0.01% 2177
2023
Q4 		$810K Buy
41,993
+1,748
+4% +$30.9K ﹤0.01% 2265
2023
Q3 		$672K Buy
40,245
+23,126
+135% +$393K ﹤0.01% 2319
2023
Q2 		$270K Sell
17,119
-945
-5% -$14K ﹤0.01% 2886
2023
Q1 		$242K Buy
18,064
+902
+5% +$12.1K ﹤0.01% 2948
2022
Q4 		$223K Buy
17,162
+876
+5% +$11.5K ﹤0.01% 2923
2022
Q3 		$209K Sell
16,286
-2,743
-14% -$38.4K ﹤0.01% 2924
2022
Q2 		$240K Buy
19,029
+237
+1% +$3.12K ﹤0.01% 2868
2022
Q1 		$255K Buy
18,792
+2,666
+17% +$40K ﹤0.01% 2980
2021
Q4 		$232K Sell
16,126
-4,948
-23% -$75K ﹤0.01% 3071
2021
Q3 		$315K Sell
21,074
-2,584
-11% -$37.4K ﹤0.01% 2873
2021
Q2 		$322K Buy
23,658
+1,209
+5% +$17.4K ﹤0.01% 2857
2021
Q1 		$311K Buy
22,449
+2,721
+14% +$34.7K ﹤0.01% 2765
2020
Q4 		$247K Sell
19,728
-2,493
-11% -$28.2K ﹤0.01% 2706
2020
Q3 		$197K Sell
22,221
-3,332
-13% -$28.4K ﹤0.01% 2627
2020
Q2 		$209K Sell
25,553
-4,898
-16% -$36.6K ﹤0.01% 2565
2020
Q1 		$192K Sell
30,451
-19,915
-40% -$241K ﹤0.01% 2450
2019
Q4 		$720K Buy
50,366
+5,613
+13% +$77.8K ﹤0.01% 2037
2019
Q3 		$565K Sell
44,753
-2,164
-5% -$27.9K ﹤0.01% 2104
2019
Q2 		$614K Buy
46,917
+10,271
+28% +$143K ﹤0.01% 2102
2019
Q1 		$487K Sell
36,646
-4,075
-10% -$50.8K ﹤0.01% 2083
2018
Q4 		$428K Buy
40,721
+3,294
+9% +$38.5K ﹤0.01% 2027
2018
Q3 		$498K Buy
37,427
+1,895
+5% +$23.5K ﹤0.01% 2095
2018
Q2 		$383K Buy
35,532
+5,359
+18% +$58.3K ﹤0.01% 2155
2018
Q1 		$399K Buy
30,173
+11,195
+59% +$159K ﹤0.01% 2093
2017
Q4 		$267K Buy
18,978
+353
+2% +$4.96K ﹤0.01% 2267
2017
Q3 		$239K Buy
18,625
+439
+2% +$5.1K ﹤0.01% 2276
2017
Q2 		$205K Sell
18,186
-15,255
-46% -$164K ﹤0.01% 2332
2017
Q1 		$341K Buy
33,441
+20,923
+167% +$220K ﹤0.01% 2030
2016
Q4 		$130K Buy
12,518
+146
+1% +$1.32K ﹤0.01% 2336
2016
Q3 		$102K Buy
+12,372
New +$92K ﹤0.01% 2290
2016
Q2 		– Sell
-17,412
Closed -$133K – 2545
2016
Q1 		$133K Buy
+17,412
New +$125K ﹤0.01% 2073

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

Stifel Financial's MTG Position: Q2 2026 in Review

Stifel Financial reduced its MGIC Investment (MTG) stake by 6.8% in Q2 2026, selling an estimated $58.3K and leaving 29,934 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Stifel Financial first reported a position in MTG in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.02M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Stifel Financial held 29,934 shares of MGIC Investment worth $844K as of Q2 2026.
  • Stifel Financial sold 2,188 MGIC Investment shares in Q2 2026, an estimated $58.3K.
  • MGIC Investment made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2665 holding.
  • Stifel Financial first reported a position in MGIC Investment in Q1 2016 and has held it in 41 quarters since.
  • Stifel Financial's MGIC Investment position peaked at $2.02M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.