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Twin Peaks Wealth Advisors’s MGIC Investment MTG Stock Holding History

Twin Peaks Wealth 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
Q1 		$3.18K Buy
+121
New +$3.23K ﹤0.01% 1554
2025
Q3 		– Sell
-128
Closed -$3.52K – 1384
2025
Q2 		$3.52K Buy
+128
New +$3.29K ﹤0.01% 1451

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's MTG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in MGIC Investment (MTG) in Q1 2026: 121 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MTG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MTG in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.52K in Q2 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 121 shares of MGIC Investment worth $3.18K as of Q1 2026.
  • MGIC Investment was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • MGIC Investment made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1554 holding.
  • Twin Peaks Wealth Advisors first reported a position in MGIC Investment in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's MGIC Investment position peaked at $3.52K in Q2 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.