Virtus Fund Advisers’s MGIC Investment MTG Stock Holding History

Virtus Fund Advisers’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
2024 Q4	$99.3K	Buy	4,190 +145	+4%	+$3.62K	0.31%	29
2024 Q3	$104K	Hold	4,045	–	–	0.42%	27
2024 Q2	$87.2K	Buy	4,045 +195	+5%	+$4.04K	0.35%	29
2024 Q1	$86.1K	Buy	+3,850	New	+$76.8K	0.3%	36
2015 Q1	–	Sell	-246,504	Closed	-$2.3M	–	999
2014 Q4	$2.3M	Buy	246,504 +1,188	+0.5%	+$10.4K	0.02%	318
2014 Q3	$1.92M	Sell	245,316 -27,171	-10%	-$223K	0.01%	341
2014 Q2	$2.52M	Buy	+272,487	New	+$2.37M	0.02%	339

Other funds holding MTG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Virtus Fund Advisers's MTG Position: Q4 2024 in Review

Virtus Fund Advisers increased its MGIC Investment (MTG) stake by 3.6% in Q4 2024, buying an estimated $3.62K and bringing the position to 4,190 shares worth $99.3K. The position accounts for 0.31% of the portfolio, ranked #29.

Virtus Fund Advisers first reported a position in MTG in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.52M in Q2 2014. 409 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

Virtus Fund Advisers held 4,190 shares of MGIC Investment worth $99.3K as of Q4 2024.
Virtus Fund Advisers bought 145 MGIC Investment shares in Q4 2024, an estimated $3.62K.
MGIC Investment made up 0.31% of Virtus Fund Advisers's portfolio in Q4 2024, its #29 holding.
Virtus Fund Advisers first reported a position in MGIC Investment in Q2 2014 and has held it in 7 quarters since.
Virtus Fund Advisers's MGIC Investment position peaked at $2.52M in Q2 2014.
409 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.