VWM
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Venturi Wealth Management’s MGIC Investment MTG Stock Holding History

Venturi Wealth 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
2026
Q1 		– Sell
-6,641
Closed -$194K – 647
2025
Q4 		$194K Buy
+6,641
New +$187K 0.01% 567
2025
Q1 		– Sell
-1,817
Closed -$43.1K – 1369
2024
Q4 		$43.1K Buy
1,817
+918
+102% +$22.9K ﹤0.01% 1068
2024
Q3 		$23K Buy
899
+70
+8% +$1.69K ﹤0.01% 977
2024
Q2 		$17.9K Buy
829
+100
+14% +$2.08K ﹤0.01% 966
2024
Q1 		$16.3K Buy
729
+129
+22% +$2.57K ﹤0.01% 794
2023
Q4 		$11.6K Buy
600
+183
+44% +$3.24K ﹤0.01% 846
2023
Q3 		$6.96K Buy
+417
New +$7.09K ﹤0.01% 877

Other funds holding MTG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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Dimensional Fund Advisors
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JP Morgan Chase
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AQR Capital Management
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
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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 $86.6B AUM 38.74% 1-Year Est. Return