WC
MTG icon

Waterloo Capital’s MGIC Investment MTG Stock Holding History

Waterloo Capital’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 		$771K Sell
29,381
-10,218
-26% -$273K 0.05% 241
2025
Q4 		$1.16M Buy
39,599
+3,011
+8% +$84.6K 0.08% 190
2025
Q3 		$1.04M Buy
36,588
+2,323
+7% +$63.3K 0.08% 186
2025
Q2 		$954K Buy
34,265
+3,488
+11% +$89.7K 0.08% 183
2025
Q1 		$763K Sell
30,777
-6,077
-16% -$147K 0.07% 201
2024
Q4 		$874K Sell
36,854
-6,150
-14% -$154K 0.09% 176
2024
Q3 		$1.1M Sell
43,004
-9,233
-18% -$222K 0.12% 154
2024
Q2 		$1.13M Buy
52,237
+9,041
+21% +$188K 0.14% 143
2024
Q1 		$966K Buy
43,196
+12,737
+42% +$254K 0.12% 154
2023
Q4 		$588K Buy
+30,459
New +$539K 0.1% 190

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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