Planning Strategies Inc.’s MGIC Investment MTG Stock Holding History

Planning Strategies Inc.’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	$338	Buy	+12	New	+$320	﹤0.01%	929

Other funds holding MTG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Planning Strategies Inc.'s MTG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in MGIC Investment (MTG) in Q2 2026: 12 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

120 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Planning Strategies Inc. held 12 shares of MGIC Investment worth $338 as of Q2 2026.
MGIC Investment was a new Planning Strategies Inc. position in Q2 2026.
MGIC Investment made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #929 holding.
120 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.