West Michigan Advisors’s MGIC Investment MTG Stock Holding History

West Michigan 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	-7,153	Closed	-$209K	–	318
2025 Q4	$209K	Buy	+7,153	New	+$201K	0.05%	261

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

West Michigan Advisors's MTG Position: Q1 2026 in Review

West Michigan Advisors sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 7,153 shares — an estimated $209K sold.

West Michigan Advisors first reported a position in MTG in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

West Michigan Advisors reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
West Michigan Advisors sold 7,153 MGIC Investment shares in Q1 2026, an estimated $209K.
West Michigan Advisors first reported a position in MGIC Investment in Q4 2025 and held it in 1 quarter.
West Michigan Advisors's MGIC Investment position peaked at $209K in Q4 2025.
512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.