Which hedge funds own MTG? MGIC INVT CORP WIS, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in MTG (MGIC INVT CORP WIS) in their Q2 2026 13F filings, worth $508.9m in total. The largest holder by portfolio weight is Permit Capital, LLC at 2.7% of its book. 15 opened a new position this quarter: MQS Management LLC, Caption Management, LLC, 111 Capital, AlphaGrep UK Ltd. 7 exited: Oak Thistle LLC, Qsemble Capital Management, LP, Y-Intercept (Hong Kong) Ltd.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $14.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $12.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $509m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Oak Thistle LLC | 0.3% | $3.2m |
| Qsemble Capital Management, LP | 0.3% | $3.6m |
| Y-Intercept (Hong Kong) Ltd | 0.06% | $3.4m |
| Mirabella Financial Services LLP | 0.04% | $464k |
| BTG Pactual Asset Management US LLC | 0.03% | $292k |
| Boothbay Fund Management, LLC | 0.01% | $622k |
| Marshall Wace, LLP | 0.0% | $415k |
Ownership over time
Who discovered MTG first? Beta
The run: Q1 2009 → Q1 2010, +673%
| Miller Value Partners (Bill Miller) | Q3 2010 | – | +3.3 pts |
| Stonehill Capital Management LLC high conviction | Q4 2013 | – | +1.7 pts |
| Maverick Capital Ltd | Q1 2007 | – | +1.2 pts |
| JANA Partners Management, LP high conviction | Q1 2004 | – | +0.2 pts |
| Caxton Associates LLP | Q3 2013 | – | +0.1 pts |
| WCM Investment Management | Q3 2001 | – | +0.1 pts |
| Select Equity Group Inc | Q4 2006 | – | −0.5 pts |
| Tiger Global Management LLC | Q4 2007 | – | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.