As of the latest SEC filings, MGIC INVESTMENT CORP (MTG) is held by 468 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $190,653,330.00 in market value, representing 0.18% of its portfolio.
Funds holding MGIC INVESTMENT CORP (MTG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MTG
- CIK:
- 0000876437
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.18% | $190,653,330.00 | 7,262,984 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $178,803,870.00 | 6,811,576 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $130,095,918.75 | 4,956,035 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.20% | $123,420,858.75 | 4,701,747 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.49% | $116,175,241.42 | 4,379,014 | Feb 28, 2026 | Apr 29, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.00% | $108,930,832.50 | 4,149,746 | Mar 31, 2026 | May 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.48% | $90,598,221.84 | 3,421,383 | Apr 30, 2026 | Jun 24, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.83% | $83,339,970.00 | 3,174,856 | Mar 31, 2026 | May 21, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.14% | $82,849,935.00 | 3,156,188 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $64,225,665.00 | 2,446,692 | Mar 31, 2026 | May 28, 2026 |
|
JVARX
JPMorgan Value Advantage Fund
|
MF | JPMorgan | 0.74% | $59,677,327.50 | 2,273,422 | Mar 31, 2026 | May 29, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.52% | $52,836,288.75 | 2,012,811 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.31% | $48,974,548.16 | 1,849,492 | Apr 30, 2026 | Jun 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.18% | $43,401,645.00 | 1,653,396 | Mar 31, 2026 | Jun 1, 2026 |
|
LGVAX
ClearBridge Value Fund
|
MF | Franklin Templeton | 1.02% | $42,368,000.00 | 1,600,000 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.31% | $42,257,631.36 | 1,595,832 | Apr 30, 2026 | Jun 29, 2026 |
|
JMEEX
JPMorgan Mid Cap Equity Fund
|
MF | JPMorgan | 0.72% | $40,074,300.00 | 1,526,640 | Mar 31, 2026 | May 29, 2026 |
|
XMHQ
Invesco S&P MidCap Quality ETF
|
ETF | Invesco | 0.71% | $36,817,103.52 | 1,390,374 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.42% | $31,223,177.04 | 1,179,123 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $30,892,646.26 | 1,164,442 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.14% | $28,824,075.63 | 1,086,471 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $28,452,389.28 | 1,074,486 | Apr 30, 2026 | Jun 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.18% | $28,157,745.00 | 1,072,676 | Mar 31, 2026 | May 28, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.33% | $26,368,440.00 | 1,004,512 | Mar 31, 2026 | May 22, 2026 |
|
QRSVX
FPA Queens Road Small Cap Value Fund
|
MF | Independent / Boutique | 2.10% | $24,978,843.96 | 941,532 | Feb 28, 2026 | Apr 22, 2026 |
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