MGIC Investment Corporation
MX ˙ BMV ˙ US5528481030
SecurityMX:MTG / MGIC Investment Corporation
InstitutionTwo Sigma Investments, Lp
ManagerJohn Overdeck, David Siegel
Latest Disclosed Ownership480,647 shares
Latest Disclosed Value $ 12,616,984
Two Sigma Investments, Lp reports 2,652.53% increase in ownership of MTG / MGIC Investment Corporation

On May 15, 2026 - Two Sigma Investments, Lp filed a 13F-HR form disclosing ownership of 480,647 shares of MGIC Investment Corporation (MX:MTG) valued at $12,616,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,462 shares of MGIC Investment Corporation. This represents a change in shares of 2,652.53% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F MGIC INVT CORP WIS COM 552848103 480,647 463,185 2,652.53 12,617 2,373.73 0.0102
2026-02-17 2025-12-31 13F MGIC INVT CORP WIS COM 552848103 17,462 17,462 510 0.0007
2023-11-14 2023-09-30 13F MGIC INVT CORP WIS COM 552848103 0 -47,226 -100.00 0 -100.00
2023-08-14 2023-06-30 13F MGIC INVT CORP WIS COM 552848103 47,226 -43,879 -48.16 746 -39.03 0.0019
2023-05-15 2023-03-31 13F MGIC INVT CORP WIS COM 552848103 91,105 -145,719 -61.53 1,223 -60.30 0.0035
2023-02-14 2022-12-31 13F MGIC INVT CORP WIS COM 552848103 236,824 -52,338 -18.10 3,079 -16.97 0.0097
2022-11-14 2022-09-30 13F MGIC INVT CORP WIS COM 552848103 289,162 236,857 452.84 3,707 462.52 0.0126
2022-08-15 2022-06-30 13F MGIC INVT CORP WIS COM 552848103 52,305 -1,479,729 -96.59 659 -96.83 0.0022
2022-05-16 2022-03-31 13F MGIC INVT CORP WIS COM 552848103 1,532,034 1,481,029 2,903.69 20,759 2,724.35 0.0613
2022-02-14 2021-12-31 13F MGIC INVT CORP WIS COM 552848103 51,005 51,005 735 0.0016
2021-05-17 2021-03-31 13F MGIC INVT CORP WIS COM 552848103 0 -356,652 -100.00 0 -100.00
2021-02-16 2020-12-31 13F MGIC INVT CORP WIS COM 552848103 356,652 30,976 9.51 4,476 55.15 0.0128
2020-11-16 2020-09-30 13F MGIC INVT CORP WIS COM 552848103 325,676 -762,386 -70.07 2,885 -67.62 0.0102
2020-08-14 2020-06-30 13F MGIC INVT CORP WIS COM 552848103 1,088,062 721,971 197.21 8,911 283.27 0.0441
2020-05-15 2020-03-31 13F MGIC INVT CORP WIS COM 552848103 366,091 -1,129,542 -75.52 2,325 -89.03 0.0189
2020-02-14 2019-12-31 13F MGIC INVT CORP WIS COM 552848103 1,495,633 561,593 60.13 21,193 80.37 0.0638
2019-11-14 2019-09-30 13F MGIC INVT CORP WIS COM 552848103 934,040 923,833 9,050.97 11,750 8,668.66 0.0395
2019-08-14 2019-06-30 13F MGIC INVT CORP WIS COM 552848103 10,207 -383,083 -97.40 134 -97.42 0.0004
2019-05-15 2019-03-31 13F MGIC INVT CORP WIS COM 552848103 393,290 -359,054 -47.72 5,187 -34.09 0.0168
2019-02-14 2018-12-31 13F MGIC INVT CORP WIS COM 552848103 752,344 509,855 210.26 7,870 143.80 0.0308
2018-11-14 2018-09-30 13F MGIC INVT CORP WIS COM 552848103 242,489 -705,102 -74.41 3,228 -68.22 0.0088
2018-08-14 2018-06-30 13F MGIC INVT CORP WIS COM 552848103 947,591 903,508 2,049.56 10,158 1,672.77 0.0303
2018-05-15 2018-03-31 13F MGIC INVT CORP WIS COM 552848103 44,083 -136,952 -75.65 573 -77.56 0.0019
2018-02-14 2017-12-31 13F MGIC INVT CORP WIS COM 552848103 181,035 181,035 2,554 0.0083
2017-11-14 2017-09-30 13F MGIC INVT CORP WIS COM 552848103 0 -92,747 -100.00 0 -100.00
2017-08-14 2017-06-30 13F MGIC INVT CORP WIS COM 552848103 92,747 92,747 1,039 0.0038
2017-05-15 2017-03-31 13F MGIC INVT CORP WIS COM 552848103 0 -512,451 -100.00 0 -100.00
2017-02-14 2016-12-31 13F MGIC INVT CORP WIS COM 552848103 512,451 -1,501,366 -74.55 5,222 -67.59 0.0200
2016-11-14 2016-09-30 13F MGIC INVT CORP WIS COM 552848103 2,013,817 -808,476 -28.65 16,111 -4.06 0.0584
2016-08-15 2016-06-30 13F MGIC INVT CORP WIS COM 552848103 2,822,293 2,822,293 0.00 16,793 0.0721
2016-05-16 2016-03-31 13F MGIC INVT CORP WIS COM 552848103 0 -974,324 -100.00 0 -100.00
2016-02-16 2015-12-31 13F MGIC INVT CORP WIS COM 552848103 974,324 974,324 8,603 0.0413
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.