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BOLTON SECURITIES CORPORATION’s MGIC Investment MTG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$217K Sell
8,380
-145
-2% -$4.33K 0.01% 867
2026
Q2 		$240K Hold
8,525
– – 0.01% 845
2026
Q1 		$224K Buy
+8,525
New +$228K 0.01% 777
2025
Q3 		$447K Buy
+15,750
New +$429K 0.02% 540
2025
Q1 		$515K Buy
+20,770
New +$503K 0.03% 470

Other funds holding MTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MTG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its MGIC Investment (MTG) stake by 1.7% in Q3 2026, selling an estimated $4.33K and leaving 8,380 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #867.

BOLTON SECURITIES CORPORATION first reported a position in MTG in Q1 2025 and has held it in 5 quarters since. The position peaked at $515K in Q1 2025. 335 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 8,380 shares of MGIC Investment worth $217K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 145 MGIC Investment shares in Q3 2026, an estimated $4.33K.
  • MGIC Investment made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #867 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in MGIC Investment in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's MGIC Investment position peaked at $515K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.