NATIONS FINANCIAL GROUP INC, /IA/ /ADV MTG — MGIC INVT CORP WIS COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  16 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported MGIC INVT CORP WIS COM (MTG) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows MTG at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in MGIC INVT CORP WIS COM, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 34,092 +597 +1.8% 0.05% $961K 2026-07-23 $28.96
2026 Q1 ADDED — — — 33,495 +279 +0.8% 0.05% $879K 2026-04-15 $27.06
2025 Q4 REDUCED 23.5% -9.7% ✅ 33,216 -10,202 -23.5% 0.05% $971K 2026-01-26 $26.19
2025 Q3 ADDED — — — 43,418 +2,940 +7.3% 0.08% $1.2M 2025-10-28 $26.33
2025 Q2 ADDED — — — 40,478 +1,043 +2.6% 0.08% $1.1M 2025-08-11 $26.88
2025 Q1 ADDED — — — 39,435 +1,614 +4.3% 0.07% $977K 2025-05-13 $26.00
2024 Q4 ADDED — — — 37,821 +579 +1.6% 0.07% $897K 2025-01-30 $24.89
2024 Q3 ADDED — — — 37,242 +1,936 +5.5% 0.07% $953K 2024-11-04 $22.65
2024 Q2 ADDED — — — 35,306 +565 +1.6% 0.06% $761K 2024-07-29 $23.51
2024 Q1 ADDED — — — 34,741 +6,544 +23.2% 0.07% $777K 2024-04-23 $19.33
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MTG

As of 2026 Q2 — sorted by position size

Ridgeline Wealth Planning, LLC 1.29% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.83% Monument Capital Management 3Y 7Y 0.76% Arbejdsmarkedets Tillaegspension 0.68% Bank of New Hampshire 3Y 0.46% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.32% Carnegie Lake Advisors LLC 0.28% Nilsine Partners, LLC 3Y 0.23% CHILDRESS CAPITAL ADVISORS, LLC 3Y 0.18% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.17%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and MTG

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

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning MTG?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported MTG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MTG position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for MTG was 0.08% in 2025 Q2.

What is the latest reported MTG position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 34,092 shares, equal to 0.05% of portfolio, with an estimated market value of $961K.

What does the chart on this MTG ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV'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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their MTG position?

Based on 13F filing dates vs. subsequent MTG price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 11 out of 15 reported position changes (73%). The annualised alpha on MTG relative to SPY over the holding period was +5.0%.

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