UMB Bank’s MGIC Investment MTG Stock Holding History

UMB Bank’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	$88.4K	Buy	3,369 +211	+7%	+$5.64K	﹤0.01%	1022
2025 Q4	$92.3K	Buy	3,158 +259	+9%	+$7.27K	﹤0.01%	989
2025 Q3	$82.2K	Buy	2,899 +107	+4%	+$2.92K	﹤0.01%	954
2025 Q2	$77.7K	Buy	2,792 +132	+5%	+$3.4K	﹤0.01%	931
2025 Q1	$65.9K	Buy	2,660 +1,011	+61%	+$24.5K	﹤0.01%	936
2024 Q4	$39.1K	Buy	1,649 +938	+132%	+$23.4K	﹤0.01%	1006
2024 Q3	$18.2K	Buy	711 +578	+435%	+$13.9K	﹤0.01%	1265
2024 Q2	$2.87K	Buy	133 +46	+53%	+$954	﹤0.01%	1637
2024 Q1	$1.95K	Buy	+87	New	+$1.74K	﹤0.01%	1548
2023 Q4	–	Sell	-93	Closed	-$1.55K	–	1691
2023 Q3	$1.55K	Hold	93	–	–	﹤0.01%	1551
2023 Q2	$1.47K	Hold	93	–	–	﹤0.01%	1543
2023 Q1	$1.25K	Hold	93	–	–	﹤0.01%	1571
2022 Q4	$1K	Sell	93 -400	-81%	-$5.26K	﹤0.01%	1645
2022 Q3	$6K	Hold	493	–	–	﹤0.01%	1431
2022 Q2	$6K	Sell	493 -100	-17%	-$1.31K	﹤0.01%	1539
2022 Q1	$8K	Hold	593	–	–	﹤0.01%	1551
2021 Q4	$9K	Buy	+593	New	+$8.98K	﹤0.01%	1478

Other funds holding MTG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $86.6B AUM 38.74% 1-Year Est. Return