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Wealthspire Advisors (New York)’s MGIC Investment MTG Stock Holding History

Wealthspire Advisors (New York)’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
-8,580
Closed -$251K – 1041
2025
Q4 		$251K Buy
8,580
+2,054
+31% +$57.7K ﹤0.01% 881
2025
Q3 		$185K Sell
6,526
-2,107
-24% -$57.4K ﹤0.01% 818
2025
Q2 		$240K Buy
+8,633
New +$222K ﹤0.01% 728
2021
Q2 		– Sell
-10,959
Closed -$152K – 558
2021
Q1 		$152K Buy
+10,959
New +$140K ﹤0.01% 685

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Wealthspire Advisors (New York)'s MTG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 8,580 shares — an estimated $251K sold.

Wealthspire Advisors (New York) first reported a position in MTG in Q1 2021 and held it in 4 quarters. The position peaked at $251K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,580 MGIC Investment shares in Q1 2026, an estimated $251K.
  • Wealthspire Advisors (New York) first reported a position in MGIC Investment in Q1 2021 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s MGIC Investment position peaked at $251K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.