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Waddell & Associates’s MGIC Investment MTG Stock Holding History

Waddell & Associates’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 		$229K Sell
8,112
-2,853
-26% -$76K 0.01% 482
2026
Q1 		$288K Sell
10,965
-2,597
-19% -$69.4K 0.02% 345
2025
Q4 		$396K Buy
13,562
+5,472
+68% +$154K 0.03% 215
2025
Q3 		$230K Buy
8,090
+410
+5% +$11.2K 0.02% 278
2025
Q2 		$214K Buy
+7,680
New +$198K 0.02% 222

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

Waddell & Associates's MTG Position: Q2 2026 in Review

Waddell & Associates reduced its MGIC Investment (MTG) stake by 26% in Q2 2026, selling an estimated $76K and leaving 8,112 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #482.

Waddell & Associates first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $396K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Waddell & Associates held 8,112 shares of MGIC Investment worth $229K as of Q2 2026.
  • Waddell & Associates sold 2,853 MGIC Investment shares in Q2 2026, an estimated $76K.
  • MGIC Investment made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #482 holding.
  • Waddell & Associates first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Waddell & Associates's MGIC Investment position peaked at $396K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.