Back to MTG

HB Wealth Management, LLC → MTG

HB Wealth Management, LLC MTG Position History

MGIC Investment Corporation • Financial Services

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$404K
Q1 2026$420K
Q2 2026$689K
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M47.0K——
Q2 2026$689K24.4K——
Q1 2026$420K16.0K——
Q4 2025$404K13.8K——

Other funds holding MTG

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B