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Sunbelt Securities’s MGIC Investment MTG Stock Holding History

Sunbelt Securities’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 		$4.04K Sell
154
-49
-24% -$1.31K ﹤0.01% 1736
2025
Q4 		$5.93K Hold
203
– – ﹤0.01% 1583
2025
Q3 		$5.76K Buy
+203
New +$5.53K ﹤0.01% 1585
2024
Q4 		– Sell
-59
Closed -$1.51K – 1889
2024
Q3 		$1.51K Buy
+59
New +$1.42K ﹤0.01% 1637

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

Sunbelt Securities's MTG Position: Q1 2026 in Review

Sunbelt Securities reduced its MGIC Investment (MTG) stake by 24% in Q1 2026, selling an estimated $1.31K and leaving 154 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Sunbelt Securities first reported a position in MTG in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.93K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Sunbelt Securities held 154 shares of MGIC Investment worth $4.04K as of Q1 2026.
  • Sunbelt Securities sold 49 MGIC Investment shares in Q1 2026, an estimated $1.31K.
  • MGIC Investment made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1736 holding.
  • Sunbelt Securities first reported a position in MGIC Investment in Q3 2024 and has held it in 4 quarters since.
  • Sunbelt Securities's MGIC Investment position peaked at $5.93K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.