SGA
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Strategic Global Advisors’s MGIC Investment MTG Stock Holding History

Strategic Global 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
Q1 		– Sell
-75,866
Closed -$2.22M – 151
2025
Q4 		$2.22M Sell
75,866
-1,300
-2% -$36.5K 0.34% 77
2025
Q3 		$2.19M Sell
77,166
-910
-1% -$24.8K 0.33% 79
2025
Q2 		$2.17M Buy
78,076
+6,230
+9% +$160K 0.35% 75
2025
Q1 		$1.78M Buy
+71,846
New +$1.74M 0.35% 76
2021
Q2 		– Sell
-249,494
Closed -$3.46M – 169
2021
Q1 		$3.46M Buy
249,494
+3,889
+2% +$49.6K 0.62% 58
2020
Q4 		$3.08M Sell
245,605
-100,775
-29% -$1.14M 0.54% 59
2020
Q3 		$3.07M Buy
346,380
+29,161
+9% +$248K 0.58% 56
2020
Q2 		$2.6M Buy
+317,219
New +$2.37M 0.56% 55

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return