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TFB Advisors’s MGIC Investment MTG Stock Holding History

TFB 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
Q2 		$337K Sell
11,936
-231
-2% -$6.16K 0.15% 149
2026
Q1 		$319K Sell
12,167
-3,556
-23% -$95K 0.17% 141
2025
Q4 		$459K Buy
15,723
+2,789
+22% +$78.3K 0.13% 174
2025
Q3 		$358K Buy
+12,934
New +$353K 0.1% 210

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

TFB Advisors's MTG Position: Q2 2026 in Review

TFB Advisors reduced its MGIC Investment (MTG) stake by 1.9% in Q2 2026, selling an estimated $6.16K and leaving 11,936 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #149.

TFB Advisors first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • TFB Advisors held 11,936 shares of MGIC Investment worth $337K as of Q2 2026.
  • TFB Advisors sold 231 MGIC Investment shares in Q2 2026, an estimated $6.16K.
  • MGIC Investment made up 0.15% of TFB Advisors's portfolio in Q2 2026, its #149 holding.
  • TFB Advisors first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
  • TFB Advisors's MGIC Investment position peaked at $459K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.