Waverly Advisors’s MGIC Investment MTG Stock Holding History

Waverly Advisors’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	-9,806	Closed	-$287K	–	1655
2025 Q4	$287K	Buy	+9,806	New	+$275K	﹤0.01%	1232

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Waverly Advisors's MTG Position: Q1 2026 in Review

Waverly Advisors sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 9,806 shares — an estimated $287K sold.

Waverly Advisors first reported a position in MTG in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

Waverly Advisors reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 9,806 MGIC Investment shares in Q1 2026, an estimated $287K.
Waverly Advisors first reported a position in MGIC Investment in Q4 2025 and held it in 1 quarter.
Waverly Advisors's MGIC Investment position peaked at $287K in Q4 2025.
512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.