VWA
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Valued Wealth Advisors’s MGIC Investment MTG Stock Holding History

Valued 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
Q2 		$7.6K Sell
270
-267
-50% -$7.12K ﹤0.01% 358
2026
Q1 		$14.1K Buy
537
+520
+3,059% +$13.9K 0.01% 231
2025
Q4 		$509 Buy
17
+1
+6% +$28 ﹤0.01% 534
2025
Q3 		$464 Hold
16
– – ﹤0.01% 523
2025
Q2 		$452 Hold
16
– – ﹤0.01% 525
2025
Q1 		$401 Hold
16
– – ﹤0.01% 572
2024
Q4 		$381 Buy
16
+10
+167% +$250 ﹤0.01% 572
2024
Q3 		$155 Hold
6
– – ﹤0.01% 605
2024
Q2 		$130 Hold
6
– – ﹤0.01% 584
2024
Q1 		$135 Buy
+6
New +$120 ﹤0.01% 579

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 $3.38T 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

Valued Wealth Advisors's MTG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its MGIC Investment (MTG) stake by 50% in Q2 2026, selling an estimated $7.12K and leaving 270 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Valued Wealth Advisors first reported a position in MTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.1K in Q1 2026. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Valued Wealth Advisors held 270 shares of MGIC Investment worth $7.6K as of Q2 2026.
  • Valued Wealth Advisors sold 267 MGIC Investment shares in Q2 2026, an estimated $7.12K.
  • MGIC Investment made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • Valued Wealth Advisors first reported a position in MGIC Investment in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's MGIC Investment position peaked at $14.1K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.