WA
MTG icon

Whipplewood Advisors’s MGIC Investment MTG Stock Holding History

Whipplewood 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
Q2 		$1.5K Sell
53
-362
-87% -$9.65K ﹤0.01% 480
2026
Q1 		$10.9K Buy
+415
New +$11.1K 0.01% 472
2025
Q3 		– Sell
-415
Closed -$11.6K – 858
2025
Q2 		$11.6K Buy
415
+377
+992% +$9.7K 0.01% 547
2025
Q1 		$10.3K Sell
38
-377
-91% -$9.13K 0.01% 558
2024
Q4 		$9.84K Buy
+415
New +$10.4K 0.01% 556

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

Whipplewood Advisors's MTG Position: Q2 2026 in Review

Whipplewood Advisors reduced its MGIC Investment (MTG) stake by 87% in Q2 2026, selling an estimated $9.65K and leaving 53 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Whipplewood Advisors first reported a position in MTG in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.6K in Q2 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Whipplewood Advisors held 53 shares of MGIC Investment worth $1.5K as of Q2 2026.
  • Whipplewood Advisors sold 362 MGIC Investment shares in Q2 2026, an estimated $9.65K.
  • MGIC Investment made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #480 holding.
  • Whipplewood Advisors first reported a position in MGIC Investment in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's MGIC Investment position peaked at $11.6K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.