Dogwood Wealth Management LLC MTG — MGIC INVT CORP WIS

Ownership history in Dogwood Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Dogwood Wealth Management LLC reported MGIC INVT CORP WIS (MTG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows MTG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dogwood Wealth Management LLC's position in MGIC INVT CORP WIS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MTG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTG stock page Dogwood Wealth Management LLC fund profile Dogwood Wealth Management LLC full holdings
How Dogwood Wealth Management LLC held MTG — position size vs. price
% of Fund (quarterly)    MTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 155 +52 +50.5% 0.00% $4K 2026-07-06 $28.21
2026 Q1 REDUCED 71.9% +8.2% ❌ 103 -263 -71.9% 0.00% $3K 2026-05-12 $26.06
2025 Q4 ADDED — — — 366 +113 +44.7% 0.00% $11K 2026-02-04 $26.30
2025 Q3 REDUCED 23.3% +5.2% ❌ 253 -77 -23.3% 0.00% $7K 2025-11-12 $28.15
2025 Q2 INITIATED — — — 330 — — 0.00% $9K 2025-07-18 $24.64

🏢 Other funds also holding MTG

As of 2026 Q2 — sorted by position size

Mechanics Bank Trust Department 3Y 7Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% Grove Bank & Trust 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Dogwood Wealth Management LLC and MTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dogwood Wealth Management LLC reported owning MTG?

Dogwood Wealth Management LLC reported MTG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MTG position in Dogwood Wealth Management LLC's portfolio?

The largest reported portfolio weight for MTG was 0.00% in 2025 Q4.

What is the latest reported MTG position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 155 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this MTG ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly MTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dogwood Wealth Management LLC time their MTG position?

Based on 13F filing dates vs. subsequent MTG price moves, Dogwood Wealth Management LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MTG relative to SPY over the holding period was -5.6%.

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