MTG — Mgic Invt Corp Wis Institutional Holders · Q3 2026
Who owns Mgic Invt Corp Wis (MTG)? 17 institutions reported holding $6.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Monument Capital Management ($3.4M), Bank of New Hampshire ($1.9M), Chickasaw Capital Management LLC ($555,560).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Monument Capital Management | $3.4M | 133,043 | Trimmed |
| 2 | Bank of New Hampshire | $1.9M | 74,675 | Trimmed |
| 3 | CHICKASAW CAPITAL MANAGEMENT LLC | $555,560 | 21,500 | Hold |
| 4 | Wedmont Private Capital | $231,265 | 8,298 | New |
| 5 | GAMMA Investing LLC | $225,506 | 8,727 | Added |
| 6 | Farther Finance Advisors, LLC | $159,323 | 6,166 | Added |
| 7 | Versant Capital Management, Inc | $152,895 | 5,917 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $29,019 | 1,123 | Added |
| 9 | GK Wealth Management LLC | $18,703 | 724 | New |
| 10 | GoalVest Advisory LLC | $9,587 | 371 | New |
| 11 | Grove Bank & Trust | $7,830 | 303 | Added |
| 12 | Wealth Enhancement Trust Services, Inc. | $5,814 | 225 | New |
| 13 | Rosenberg Matthew Hamilton | $2,351 | 91 | Hold |
| 14 | Marquette Asset Management, LLC | $1,060 | 41 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $749 | 29 | Hold |
| 16 | CoreCap Advisors, LLC | $362 | 14 | Added |
| 17 | Planning Strategies Inc. | $310 | 12 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30