Filing Research | MTG - MGIC INVT CORP WIS Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.4MSH	$38.1M
2	Arbejdsmarkedets Tillaegspension	Shares	1.1MSH	$31.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	995.1KSH	$27.0M
4	Vest Financial, LLC	Shares	271.0KSH	$7.6M
5	Assenagon Asset Management S.A.	Shares	241.5KSH	$6.8M
6	MOODY ALDRICH PARTNERS LLC	Shares	163.8KSH	$4.6M
7	Monument Capital Management	Shares	133.9KSH	$3.8M
8	Nilsine Partners, LLC	Shares	116.3KSH	$3.3M
9	Crossmark Global Holdings, Inc.	Shares	102.6KSH	$2.9M
10	Police & Firemen's Retirement System of New Jersey	Shares	93.7KSH	$2.6M
11	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	91.6KSH	$2.6M
12	CWA Asset Management Group, LLC	Shares	86.9KSH	$2.5M
13	Bank of New Hampshire	Shares	78.3KSH	$2.2M
14	Ridgeline Wealth Planning, LLC	Shares	72.2KSH	$2.0M
15	Louisiana State Employees Retirement System	Shares	61.9KSH	$1.7M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.0KSH	$1.7M
17	JAMES INVESTMENT RESEARCH, INC.	Shares	57.8KSH	$1.6M
18	MERIDIAN INVESTMENT COUNSEL INC.	Shares	52.9KSH	$1.5M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	50.6KSH	$1.4M
20	MIZUHO MARKETS AMERICAS LLC	Shares	46.5KSH	$1.3M
21	Merit Financial Group, LLC	Shares	38.8KSH	$1.1M
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	38.4KSH	$1.1M
23	NorthCrest Asset Manangement, LLC	Shares	35.7KSH	$1.0M
24	Unison Advisors LLC	Shares	34.8KSH	$982.2K
25	Sequoia Financial Advisors, LLC	Shares	34.3KSH	$967.8K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	34.1KSH	$961.4K
27	Sivia Capital Partners, LLC	Shares	33.8KSH	$953.8K
28	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	31.0KSH	$875.2K
29	Red Door Wealth Management, LLC	Shares	28.1KSH	$791.6K
30	SIGNATUREFD, LLC	Shares	26.6KSH	$750.8K
31	Carnegie Lake Advisors LLC	Shares	26.3KSH	$742.5K
32	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	24.0KSH	$675.8K
33	GATEWAY INVESTMENT ADVISERS LLC	Shares	18.1KSH	$510.2K
34	SECURIAN ASSET MANAGEMENT, INC	Shares	15.6KSH	$459.6K
35	FORTEM FINANCIAL GROUP, LLC	Shares	14.6KSH	$410.5K
36	Mechanics Bank Trust Department	Shares	12.0KSH	$339.7K
37	QRG CAPITAL MANAGEMENT, INC.	Shares	9.9KSH	$279.4K
38	CARY STREET PARTNERS FINANCIAL LLC	Shares	8.8KSH	$246.8K
39	WADDELL & ASSOCIATES, LLC	Shares	8.1KSH	$228.8K
40	GAMMA Investing LLC	Shares	8.0KSH	$225.4K
41	Ballentine Partners, LLC	Shares	7.1KSH	$201.3K
42	EverSource Wealth Advisors, LLC	Shares	7.1KSH	$201.1K
43	Mirae Asset Global Investments Co., Ltd.	Shares	6.9KSH	$193.5K
44	Versant Capital Management, Inc	Shares	5.4KSH	$152.5K
45	FINANCIAL CONSULATE, INC	Shares	4.7KSH	$133.8K
46	Farther Finance Advisors, LLC	Shares	3.5KSH	$100.1K
47	AdvisorNet Financial, Inc	Shares	3.2KSH	$88.9K
48	Blue Trust, Inc.	Shares	2.9KSH	$80.9K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.6KSH	$72.6K
50	Physician Wealth Advisors, Inc.	Shares	2.5KSH	$69.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 103 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension added	Shares	+126.9K	+$5.5M	$31.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+45.4K	+$2.8M	$27.0M
3	MIZUHO MARKETS AMERICAS LLC new	Shares	+46.5K	+$1.3M	$1.3M
4	Vest Financial, LLC added	Shares	+17.3K	+$983.6K	$7.6M
5	CWA Asset Management Group, LLC added	Shares	+8.5K	+$393.3K	$2.5M
6	Robeco Institutional Asset Management B.V. trimmed	Shares	-86.3K	+$369.7K	$38.1M
7	Ridgeline Wealth Planning, LLC added	Shares	+8.4K	+$360.8K	$2.0M
8	MOODY ALDRICH PARTNERS LLC unchanged	Shares	0	+$319.5K	$4.6M
9	Sivia Capital Partners, LLC added	Shares	+6.8K	+$244.1K	$953.8K
10	Ballentine Partners, LLC new	Shares	+7.1K	+$201.3K	$201.3K
11	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$200.0K	$2.9M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+636	+$199.4K	$2.6M
13	Bank of New Hampshire added	Shares	+1.6K	+$195.6K	$2.2M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.0K	+$190.6K	$875.2K
15	Sequoia Financial Advisors, LLC added	Shares	+4.4K	+$181.9K	$967.8K
16	Monument Capital Management trimmed	Shares	-3.4K	+$171.9K	$3.8M
17	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.3K	+$143.3K	$2.6M
18	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.0K	+$126.3K	$675.8K
19	SIGNATUREFD, LLC added	Shares	+2.2K	+$109.7K	$750.8K
20	MERIDIAN INVESTMENT COUNSEL INC. unchanged	Shares	0	+$103.2K	$1.5M
21	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-425	+$101.5K	$1.6M
22	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+773	+$95.3K	$1.1M
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+597	+$82.1K	$961.4K
24	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.6K	+$77.7K	$510.2K
25	Louisiana State Employees Retirement System trimmed	Shares	-1.7K	+$76.1K	$1.7M
26	Unison Advisors LLC added	Shares	+178	+$72.6K	$982.2K
27	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+2.2K	+$63.1K	$72.6K
28	NorthCrest Asset Manangement, LLC added	Shares	+100	+$62.2K	$1.0M
29	Red Door Wealth Management, LLC added	Shares	+70	+$56.6K	$791.6K
30	Carnegie Lake Advisors LLC trimmed	Shares	-500	+$38.2K	$742.5K
31	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-573	+$35.2K	$459.6K
32	GAMMA Investing LLC added	Shares	+701	+$34.0K	$225.4K
33	QRG CAPITAL MANAGEMENT, INC. added	Shares	+325	+$27.8K	$279.4K
34	Mechanics Bank Trust Department unchanged	Shares	0	+$23.5K	$339.7K
35	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-68	+$15.3K	$246.8K
36	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$13.4K	$193.5K
37	Nilsine Partners, LLC added	Shares	+3.7K	+$10.3K	$3.3M
38	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$9.3K	$133.8K
39	Fortitude Family Office, LLC added	Shares	+294	+$8.9K	$17.2K
40	Physician Wealth Advisors, Inc. added	Shares	+127	+$8.2K	$69.9K
41	True Wealth Design, LLC added	Shares	+113	+$7.4K	$64.2K
42	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+146	+$7.1K	$47.3K
43	AdvisorNet Financial, Inc trimmed	Shares	-11	+$5.9K	$88.9K
44	SBI Securities Co., Ltd. added	Shares	+98	+$4.4K	$25.9K
45	Blue Trust, Inc. trimmed	Shares	-74	+$3.7K	$80.9K
46	Creative Capital Management Investments LLC new	Shares	+106	+$3.0K	$3.0K
47	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$3.0K	$43.0K
48	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$2.9K	$42.3K
49	Ares Financial Consulting, LLC added	Shares	+83	+$2.5K	$4.6K
50	Golden State Wealth Management, LLC trimmed	Shares	-64	+$1.9K	$52.3K

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