WhitTier Trust Company’s MGIC Investment MTG Stock Holding History

WhitTier Trust Company’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	–	Sell	-668	Closed	-$18K	–	1457
2026 Q1	$18K	Sell	668 -196	-23%	-$5.24K	﹤0.01%	929
2025 Q4	$25K	Sell	864 -501	-37%	-$14.1K	﹤0.01%	858
2025 Q3	$37.6K	Buy	1,365 +501	+58%	+$13.7K	﹤0.01%	757
2025 Q2	$24.1K	Sell	864 -137	-14%	-$3.52K	﹤0.01%	942
2025 Q1	$24.8K	Buy	1,001 +39	+4%	+$945	﹤0.01%	920
2024 Q4	$22.8K	Hold	962	–	–	﹤0.01%	915
2024 Q3	$24.6K	Sell	962 -81	-8%	-$1.95K	﹤0.01%	901
2024 Q2	$22.5K	Hold	1,043	–	–	﹤0.01%	870
2024 Q1	$23.3K	Buy	1,043 +22	+2%	+$439	﹤0.01%	833
2023 Q4	$19.7K	Buy	1,021 +34	+3%	+$602	﹤0.01%	843
2023 Q3	$16.5K	Hold	987	–	–	﹤0.01%	844
2023 Q2	$15.6K	Hold	987	–	–	﹤0.01%	905
2023 Q1	$13.2K	Hold	987	–	–	﹤0.01%	921
2022 Q4	$12.8K	Hold	987	–	–	﹤0.01%	910
2022 Q3	$13K	Hold	987	–	–	﹤0.01%	881
2022 Q2	$12K	Hold	987	–	–	﹤0.01%	900
2022 Q1	$13K	Hold	987	–	–	﹤0.01%	886
2021 Q4	$14K	Buy	987 +661	+203%	+$10K	﹤0.01%	860
2021 Q3	$5K	Buy	+326	New	+$4.72K	﹤0.01%	1006

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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

WhitTier Trust Company's MTG Position: Q2 2026 in Review

WhitTier Trust Company sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 668 shares — an estimated $18K sold.

WhitTier Trust Company first reported a position in MTG in Q3 2021 and held it in 19 quarters. The position peaked at $37.6K in Q3 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

WhitTier Trust Company reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
WhitTier Trust Company sold 668 MGIC Investment shares in Q2 2026, an estimated $18K.
WhitTier Trust Company first reported a position in MGIC Investment in Q3 2021 and held it in 19 quarters.
WhitTier Trust Company's MGIC Investment position peaked at $37.6K in Q3 2025.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.