True Wealth Design’s MGIC Investment MTG Stock Holding History

True Wealth Design’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 Q3	$72.6K	Buy	2,809 +532	+23%	+$15.9K	0.02%	376
2026 Q2	$64.2K	Buy	2,277 +113	+5%	+$3.01K	0.02%	401
2026 Q1	$56.8K	Sell	2,164 -798	-27%	-$21.3K	0.02%	367
2025 Q4	$86.5K	Buy	2,962 +550	+23%	+$15.4K	0.03%	208
2025 Q3	$68.4K	Buy	2,412 +1,408	+140%	+$38.4K	0.02%	245
2025 Q2	$28K	Buy	1,004 +727	+262%	+$18.7K	0.01%	314
2025 Q1	$6.87K	Buy	+277	New	+$6.71K	﹤0.01%	583
2024 Q4	–	Sell	-282	Closed	-$7.22K	–	1467
2024 Q3	$7.22K	Sell	282 -44,198	-99%	-$1.06M	﹤0.01%	485
2024 Q2	$959K	Buy	44,480 +408	+0.9%	+$8.46K	0.24%	38
2024 Q1	$985K	Buy	+44,072	New	+$879K	0.25%	36

Other funds holding MTG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

True Wealth Design's MTG Position: Q3 2026 in Review

True Wealth Design increased its MGIC Investment (MTG) stake by 23% in Q3 2026, buying an estimated $15.9K and bringing the position to 2,809 shares worth $72.6K. The position accounts for 0.02% of the portfolio, ranked #376.

True Wealth Design first reported a position in MTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $985K in Q1 2024. 44 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

True Wealth Design held 2,809 shares of MGIC Investment worth $72.6K as of Q3 2026.
True Wealth Design bought 532 MGIC Investment shares in Q3 2026, an estimated $15.9K.
MGIC Investment made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #376 holding.
True Wealth Design first reported a position in MGIC Investment in Q1 2024 and has held it in 10 quarters since.
True Wealth Design's MGIC Investment position peaked at $985K in Q1 2024.
44 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.