MGIC Investment Corporation
MX ˙ BMV ˙ US5528481030
SecurityMX:MTG / MGIC Investment Corporation
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership8,164 shares
Latest Disclosed Value $ 238,552
Global Retirement Partners, LLC reports 618.66% increase in ownership of MTG / MGIC Investment Corporation

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 8,164 shares of MGIC Investment Corporation (MX:MTG) valued at $238,552 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,136 shares of MGIC Investment Corporation. This represents a change in shares of 618.66% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-06 2025-12-31 13F MGIC INVT CORP WIS COM 552848103 8,164 7,028 618.66 239 643.75 0.0042
2025-10-21 2025-09-30 13F MGIC INVT CORP WIS COM 552848103 1,136 20 1.79 32 3.23 0.0007
2025-08-12 2025-06-30 13F MGIC INVT CORP WIS COM 552848103 1,116 -32 -2.79 31 14.81 0.0008
2025-01-31 2024-12-31 13F MGIC INVT CORP WIS COM 552848103 1,148 -51 -4.25 27 -10.00 0.0008
2024-10-16 2024-09-30 13F MGIC INVT CORP WIS COM 552848103 1,199 15 1.27 31 20.00 0.0009
2024-07-23 2024-06-30 13F MGIC INVT CORP WIS COM 552848103 1,184 2 0.17 26 -3.85 0.0008
2024-04-23 2024-03-31 13F MGIC INVT CORP WIS COM 552848103 1,182 33 2.87 26 18.18 0.0010
2024-01-18 2023-12-31 13F MGIC INVT CORP WIS COM 552848103 1,149 121 11.77 22 29.41 0.0009
2023-10-13 2023-09-30 13F MGIC INVT CORP WIS COM 552848103 1,028 0 0.00 17 6.25 0.0009
2023-07-20 2023-06-30 13F MGIC INVT CORP WIS COM 552848103 1,028 169 19.67 16 33.33 0.0008
2023-05-08 2023-03-31 13F MGIC INVT CORP WIS COM 552848103 859 101 13.32 13 33.33 0.0007
2023-02-13 2022-12-31 13F MGIC INVT CORP WIS COM 552848103 758 0 0.00 10 -10.00 0.0007
2022-11-03 2022-09-30 13F MGIC INVT CORP WIS COM 552848103 758 0 0.00 10 0.00 0.0008
2022-07-15 2022-06-30 13F MGIC INVT CORP WIS COM 552848103 758 0 0.00 10 0.00 0.0008
2022-07-14 2022-03-31 13F MGIC INVT CORP WIS COM 552848103 758 758 10 0.0008
2022-01-21 2021-12-31 13F MGIC INVT CORP WIS COM 552848103 0 -758 -100.00 0 -100.00
2021-10-22 2021-09-30 13F MGIC INVT CORP WIS COM 552848103 758 0 0.00 11 10.00 0.0011
2021-07-15 2021-06-30 13F MGIC INVT CORP WIS COM 552848103 758 0 0.00 10 0.00 0.0010
2021-04-14 2021-03-31 13F MGIC INVT CORP WIS COM 552848103 758 -205 -21.29 10 -16.67 0.0012
2021-01-13 2020-12-31 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 12 33.33 0.0015
2020-10-09 2020-09-30 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 9 12.50 0.0013
2020-07-13 2020-06-30 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 8 33.33 0.0013
2020-04-28 2020-03-31 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 6 -57.14 0.0011
2020-01-23 2019-12-31 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 14 16.67 0.0021
2019-11-19 2019-09-30 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 12 -7.69 0.0020
2019-11-19 2019-06-30 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 13 0.00 0.0025
2019-05-07 2019-03-31 13F MGIC INVT CORP WIS COM 552848103 963 0 0.00 13 30.00 0.0031
2019-02-22 2018-12-31 13F MGIC INVT CORP WIS COM 552848103 963 -1,760 -64.63 10 -72.22 0.0026
2018-10-17 2018-09-30 13F MGIC INVT CORP WIS COM 552848103 2,723 -1,150 -29.69 36 -14.29 0.0081
2018-08-13 2018-06-30 13F MGIC INVT CORP WIS COM 552848103 3,873 0 0.00 42 -16.00 0.0106
2018-08-10 2018-03-31 13F MGIC INVT CORP WIS COM 552848103 3,873 77 2.03 50 -7.41 0.0138
2018-08-13 2017-12-31 13F MGIC INVT CORP WIS COM 552848103 3,796 0 0.00 54 12.50 0.0148
2018-08-10 2017-09-30 13F MGIC INVT CORP WIS COM 552848103 3,796 0 0.00 48 11.63 0.0198
2018-08-10 2017-06-30 13F MGIC INVT CORP WIS COM 552848103 3,796 -385 -9.21 43 2.38 0.0202
2018-08-10 2017-03-31 13F MGIC INVT CORP WIS COM 552848103 4,181 0 0.00 42 -2.33 0.0235
2018-08-10 2016-12-31 13F MGIC INVT CORP WIS COM 552848103 4,181 4,181 43 0.0289
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.