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Transamerica Financial Advisors’s MGIC Investment MTG Stock Holding History

Transamerica Financial 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 		$2K Sell
71
-5
-7% -$133 ﹤0.01% 1311
2026
Q1 		$2K Buy
76
+11
+17% +$294 ﹤0.01% 1210
2025
Q4 		$1.9K Sell
65
-4
-6% -$112 ﹤0.01% 1135
2025
Q3 		$1.96K Buy
+69
New +$1.88K ﹤0.01% 1038

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's MTG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its MGIC Investment (MTG) stake by 6.6% in Q2 2026, selling an estimated $133 and leaving 71 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Transamerica Financial Advisors first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Transamerica Financial Advisors held 71 shares of MGIC Investment worth $2K as of Q2 2026.
  • Transamerica Financial Advisors sold 5 MGIC Investment shares in Q2 2026, an estimated $133.
  • MGIC Investment made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1311 holding.
  • Transamerica Financial Advisors first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.