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Vest Financial’s MGIC Investment MTG Stock Holding History

Vest Financial’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 		$7.64M Buy
270,960
+17,341
+7% +$462K 0.08% 198
2026
Q1 		$6.66M Buy
253,619
+32,837
+15% +$878K 0.08% 200
2025
Q4 		$6.45M Buy
220,782
+20,805
+10% +$584K 0.08% 174
2025
Q3 		$5.67M Sell
199,977
-343,256
-63% -$9.36M 0.07% 173
2025
Q2 		$15.1M Buy
543,233
+407,443
+300% +$10.5M 0.21% 124
2025
Q1 		$3.36M Sell
135,790
-1,349,350
-91% -$32.7M 0.05% 166
2024
Q4 		$35.2M Buy
1,485,140
+371,882
+33% +$9.29M 0.62% 79
2024
Q3 		$28.5M Buy
1,113,258
+39,502
+4% +$952K 0.55% 88
2024
Q2 		$23.1M Buy
1,073,756
+198,553
+23% +$4.12M 0.56% 83
2024
Q1 		$19.6M Buy
875,203
+184,326
+27% +$3.68M 0.52% 78
2023
Q4 		$13.3M Buy
690,877
+157,036
+29% +$2.78M 0.5% 81
2023
Q3 		$8.91M Buy
533,841
+192,470
+56% +$3.27M 0.49% 92
2023
Q2 		$5.39M Buy
341,371
+232,362
+213% +$3.45M 0.5% 78
2023
Q1 		$1.46M Buy
+109,009
New +$1.47M 0.2% 76

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vest Financial's MTG Position: Q2 2026 in Review

Vest Financial increased its MGIC Investment (MTG) stake by 6.8% in Q2 2026, buying an estimated $462K and bringing the position to 270,960 shares worth $7.64M. The position accounts for 0.08% of the portfolio, ranked #198.

Vest Financial first reported a position in MTG in Q1 2023 and has held it in 14 quarters since. The position peaked at $35.2M in Q4 2024. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Vest Financial held 270,960 shares of MGIC Investment worth $7.64M as of Q2 2026.
  • Vest Financial bought 17,341 MGIC Investment shares in Q2 2026, an estimated $462K.
  • MGIC Investment made up 0.08% of Vest Financial's portfolio in Q2 2026, its #198 holding.
  • Vest Financial first reported a position in MGIC Investment in Q1 2023 and has held it in 14 quarters since.
  • Vest Financial's MGIC Investment position peaked at $35.2M in Q4 2024.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.