WBI Investments’s MGIC Investment MTG Stock Holding History

WBI Investments’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
2025 Q3	–	Sell	-31,559	Closed	-$879K	–	348
2025 Q2	$879K	Buy	+31,559	New	+$812K	0.23%	133

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's MTG Position: Q3 2025 in Review

WBI Investments sold out of MGIC Investment (MTG) in Q3 2025, closing a stake of 31,559 shares — an estimated $879K sold.

WBI Investments first reported a position in MTG in Q2 2025 and held it in 1 quarter. The position peaked at $879K in Q2 2025. 502 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

WBI Investments reported no remaining MGIC Investment position as of Q3 2025 after selling out during the quarter.
WBI Investments sold 31,559 MGIC Investment shares in Q3 2025, an estimated $879K.
WBI Investments first reported a position in MGIC Investment in Q2 2025 and held it in 1 quarter.
WBI Investments's MGIC Investment position peaked at $879K in Q2 2025.
502 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.