Van Hulzen Asset Management’s MGIC Investment MTG Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-14	Closed	-$332	–	805
2024 Q4	$332	Buy	+14	New	+$350	﹤0.01%	1113
2022 Q3	–	Sell	-11,700	Closed	-$147K	–	298
2022 Q2	$147K	Sell	11,700 -12,900	-52%	-$170K	0.02%	282
2022 Q1	$333K	Sell	24,600 -1,000	-4%	-$15K	0.04%	222
2021 Q4	$369K	Hold	25,600	–	–	0.04%	215
2021 Q3	$383K	Buy	25,600 +600	+2%	+$8.69K	0.06%	185
2021 Q2	$340K	Buy	+25,000	New	+$359K	0.05%	193

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Van Hulzen Asset Management's MTG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 14 shares — an estimated $332 sold.

Van Hulzen Asset Management first reported a position in MTG in Q2 2021 and held it in 6 quarters. The position peaked at $383K in Q3 2021. 444 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

Van Hulzen Asset Management reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 14 MGIC Investment shares in Q1 2025, an estimated $332.
Van Hulzen Asset Management first reported a position in MGIC Investment in Q2 2021 and held it in 6 quarters.
Van Hulzen Asset Management's MGIC Investment position peaked at $383K in Q3 2021.
444 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.