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WealthTrak Capital Management’s MGIC Investment MTG Stock Holding History

WealthTrak Capital Management’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
-10
Closed -$279 – 609
2025
Q2 		$279 Hold
10
– – ﹤0.01% 780
2025
Q1 		$248 Buy
10
+5
+100% +$121 ﹤0.01% 811
2024
Q4 		$119 Buy
+5
New +$125 ﹤0.01% 887

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrak Capital Management's MTG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of MGIC Investment (MTG) in Q3 2025, closing a stake of 10 shares — an estimated $279 sold.

WealthTrak Capital Management first reported a position in MTG in Q4 2024 and held it in 3 quarters. The position peaked at $279 in Q2 2025. 503 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining MGIC Investment position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 MGIC Investment shares in Q3 2025, an estimated $279.
  • WealthTrak Capital Management first reported a position in MGIC Investment in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's MGIC Investment position peaked at $279 in Q2 2025.
  • 503 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.