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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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Strategic Global Advisors's MTG Position: Q1 2026 in Review

Strategic Global Advisors sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 75,866 shares — an estimated $2.22M sold.

Strategic Global Advisors first reported a position in MTG in Q2 2020 and held it in 8 quarters. The position peaked at $3.46M in Q1 2021. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Strategic Global Advisors reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 75,866 MGIC Investment shares in Q1 2026, an estimated $2.22M.
  • Strategic Global Advisors first reported a position in MGIC Investment in Q2 2020 and held it in 8 quarters.
  • Strategic Global Advisors's MGIC Investment position peaked at $3.46M in Q1 2021.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.