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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
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

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

True Wealth Design's MTG Position: Q2 2026 in Review

True Wealth Design increased its MGIC Investment (MTG) stake by 5.2% in Q2 2026, buying an estimated $3.01K and bringing the position to 2,277 shares worth $64.2K. The position accounts for 0.02% of the portfolio, ranked #401.

True Wealth Design first reported a position in MTG in Q1 2024 and has held it in 9 quarters since. The position peaked at $985K in Q1 2024. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • True Wealth Design held 2,277 shares of MGIC Investment worth $64.2K as of Q2 2026.
  • True Wealth Design bought 113 MGIC Investment shares in Q2 2026, an estimated $3.01K.
  • MGIC Investment made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #401 holding.
  • True Wealth Design first reported a position in MGIC Investment in Q1 2024 and has held it in 9 quarters since.
  • True Wealth Design's MGIC Investment position peaked at $985K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.