United Capital Financial Advisors
MTG icon

United Capital Financial Advisors’s MGIC Investment MTG Stock Holding History

United Capital 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 		$537K Buy
19,028
+7,141
+60% +$190K ﹤0.01% 1080
2026
Q1 		$312K Sell
11,887
-316
-3% -$8.45K ﹤0.01% 1331
2025
Q4 		$357K Buy
+12,203
New +$343K ﹤0.01% 1103
2020
Q1 		– Sell
-404,277
Closed -$5.73M – 1309
2019
Q4 		$5.73M Buy
+404,277
New +$5.6M 0.04% 398

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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

United Capital Financial Advisors's MTG Position: Q2 2026 in Review

United Capital Financial Advisors increased its MGIC Investment (MTG) stake by 60% in Q2 2026, buying an estimated $190K and bringing the position to 19,028 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

United Capital Financial Advisors first reported a position in MTG in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.73M in Q4 2019. 511 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • United Capital Financial Advisors held 19,028 shares of MGIC Investment worth $537K as of Q2 2026.
  • United Capital Financial Advisors bought 7,141 MGIC Investment shares in Q2 2026, an estimated $190K.
  • MGIC Investment made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1080 holding.
  • United Capital Financial Advisors first reported a position in MGIC Investment in Q4 2019 and has held it in 4 quarters since.
  • United Capital Financial Advisors's MGIC Investment position peaked at $5.73M in Q4 2019.
  • 511 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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