Dimensional Fund Advisors Lp ownership in MTG / MGIC Investment Corporation

MGIC Investment Corporation

MX ˙ BMV ˙ US5528481030

Security	MX:MTG / MGIC Investment Corporation
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	13,654,046 shares
Ownership	6.30%

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 13,654,046 shares of MGIC Investment Corporation (MX:MTG). This represents 6.3 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 14,412,658 shares, indicating a decrease of -5.26 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-04-09	2026-04-09	13G/A	14,412,658	13,654,046	-5.26	6.30	21.15
2024-02-09	2024-02-09	13G	11,378,633	14,412,658	26.66	5.20	54.30
2014-02-10	2014-02-10	13G/A		11,378,633		3.37
2013-02-11	2013-02-11	13G		12,435,111		6.16

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	MGIC INVT CORP WIS	COM	552848103	13,654,046	-183,576	-1.33	358,418	-11.36	0.0160
2026-02-12	2025-12-31	13F	MGIC INVT CORP WIS	COM	552848103	13,837,622	-238,447	-1.69	404,342	1.25	0.0848
2025-11-12	2025-09-30	13F	MGIC INVT CORP WIS	COM	552848103	14,076,069	-25,273	-0.18	399,339	1.72	0.0857
2025-08-12	2025-06-30	13F	MGIC INVT CORP WIS	COM	552848103	14,101,342	-326,155	-2.26	392,580	9.81	0.0909
2025-05-13	2025-03-31	13F	MGIC INVT CORP WIS	COM	552848103	14,427,497	-433,900	-2.92	357,504	1.46	0.0889
2025-02-13	2024-12-31	13F	MGIC INVT CORP WIS	COM	552848103	14,861,397	-190,198	-1.26	352,364	-8.55	0.0846
2024-11-07	2024-09-30	13F	MGIC INVT CORP WIS	COM	552848103	15,051,595	-93,611	-0.62	385,316	18.06	0.0935
2024-08-09	2024-06-30	13F	MGIC INVT CORP WIS	COM	552848103	15,145,206	556,859	3.82	326,375	0.05	0.0852
2024-05-10	2024-03-31	13F	MGIC INVT CORP WIS	COM	552848103	14,588,347	175,702	1.22	326,195	17.33	0.0883
2024-02-07	2023-12-31	13F	MGIC INVT CORP WIS	COM	552848103	14,412,645	553,155	3.99	278,023	20.19	0.0812
2023-11-09	2023-09-30	13F	MGIC INVT CORP WIS	COM	552848103	13,859,490	612,035	4.62	231,320	10.59	0.0759
2023-08-09	2023-06-30	13F	MGIC INVT CORP WIS	COM	552848103	13,247,455	1,181,011	9.79	209,176	29.18	0.0667
2023-05-12	2023-03-31	13F	MGIC INVT CORP WIS	COM	552848103	12,066,444	1,672,793	16.09	161,930	119,847.41	0.0545
2023-02-09	2022-12-31	13F	MGIC INVT CORP WIS	COM	552848103	10,393,651	-262,896	-2.47	135	-99.90	0.0399
2022-11-10	2022-09-30	13F	MGIC INVT CORP WIS	COM	552848103	10,656,547	128,228	1.22	136,622	2.99	0.0525
2022-08-12	2022-06-30	13F	MGIC INVT CORP WIS	COM	552848103	10,528,319	1,799,683	20.62	132,654	12.15	0.0476
2022-05-13	2022-03-31	13F	MGIC INVT CORP WIS	COM	552848103	8,728,636	778,208	9.79	118,279	3.17	0.0364
2022-02-09	2021-12-31	13F	MGIC INVT CORP WIS	COM	552848103	7,950,428	869,404	12.28	114,644	8.22	0.0347
2021-11-12	2021-09-30	13F	MGIC INVT CORP WIS	COM	552848103	7,081,024	996,841	16.38	105,936	28.03	0.0341
2021-08-12	2021-06-30	13F	MGIC INVT CORP WIS	COM	552848103	6,084,183	1,299,779	27.17	82,745	24.88	0.0262
2021-05-14	2021-03-31	13F	MGIC INVT CORP WIS	COM	552848103	4,784,404	1,358,428	39.65	66,260	54.12	0.0219
2021-03-08	2020-12-31	13F/A-2	MGIC INVT CORP WIS	COM	552848103	3,425,976	728,292	27.00	42,993	79.91	0.0155
2021-02-11	2020-12-31	13F	MGIC INVT CORP WIS	COM	552848103	3,425,976	728,292		42,993		15,526.7864
2020-11-12	2020-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,697,684	-158,660	-5.55	23,897	2.18	0.0101
2020-08-13	2020-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,856,344	-46,859	-1.61	23,388	26.76	0.0103
2020-05-14	2020-03-31	13F	MGIC INVT CORP WIS	COM	552848103	2,903,203	19,260	0.67	18,451	-54.85	0.0096
2020-02-14	2019-12-31	13F	MGIC INVT CORP WIS	COM	552848103	2,883,943	-32,284	-1.11	40,864	11.38	0.0149
2019-11-12	2019-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,916,227	63,871	2.24	36,690	-2.11	0.0143
2019-08-13	2019-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,852,356	159,217	5.91	37,481	5.51	0.0146
2019-08-12	2019-03-31	13F/A-2	MGIC INVT CORP WIS	COM	552848103	2,693,139	105,820	4.09	35,525	31.28	0.0141
2019-05-10	2019-03-31	13F	MGIC INVT CORP WIS	COM	552848103	2,693,139	105,820		35,525
2019-02-26	2018-12-31	13F/A-1	MGIC INVT CORP WIS	COM	552848103	2,587,319	113,061	4.57	27,061	-17.82	0.0123
2019-02-13	2018-12-31	13F	MGIC INVT CORP WIS	COM	552848103	2,587,319	113,061		27,061
2018-11-13	2018-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,474,258	37,060	1.52	32,928	26.03	0.0125
2018-08-10	2018-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,437,198	-497,005	-16.94	26,127	-31.51	0.0104
2018-05-11	2018-03-31	13F	MGIC INVT CORP WIS	COM	552848103	2,934,203	-174,963	-5.63	38,145	-13.06	0.0159
2018-02-12	2017-12-31	13F	MGIC INVT CORP WIS	COM	552848103	3,109,166	528,998	20.50	43,876	35.71	0.0182
2017-11-13	2017-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,580,168	-268,784	-9.43	32,330	1.32	0.0141
2017-08-11	2017-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,848,952	-179,167	-5.92	31,909	4.03	0.0147
2017-05-12	2017-03-31	13F	MGIC INVT CORP WIS	COM	552848103	3,028,119	14,989	0.50	30,673	-0.10	0.0147
2017-02-09	2016-12-31	13F	MGIC INVT CORP WIS	COM	552848103	3,013,130	268,983	9.80	30,705	39.88	0.0153
2016-11-10	2016-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,744,147	195,193	7.66	21,951	44.74	0.0119
2016-08-09	2016-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,548,954	124,318	5.13	15,166	-18.45	0.0087
2016-05-13	2016-03-31	13F	MGIC INVT CORP WIS	COM	552848103	2,424,636	75,526	3.22	18,597	-10.35	0.0111
2016-02-10	2015-12-31	13F	MGIC INVT CORP WIS	COM	552848103	2,349,110	-93,158	-3.81	20,743	-8.28	0.0129
2015-11-13	2015-09-30	13F	MGIC INVT CORP WIS	COM	552848103	2,442,268	980	0.04	22,616	-18.59	0.0148
2015-08-14	2015-06-30	13F	MGIC INVT CORP WIS	COM	552848103	2,441,288	-29,653	-1.20	27,782	16.76	0.0170
2015-05-14	2015-03-31	13F	MGIC INVT CORP WIS	COM	552848103	2,470,941	-26,214	-1.05	23,795	2.24	0.0150
2015-02-06	2014-12-31	13F	MGIC INVT CORP WIS	COM	552848103	2,497,155	-856,055	-25.53	23,274	-11.13	0.0153
2014-11-13	2014-09-30	13F	MGIC INVT CORP WIS	COM	552848103	3,353,210	-1,326,850	-28.35	26,189	-39.44	0.0186
2014-08-08	2014-06-30	13F	MGIC INVT CORP WIS	COM	552848103	4,680,060	-3,970,114	-45.90	43,244	-41.32	0.0301
2014-05-14	2014-03-31	13F	MGIC INVT CORP WIS	COM	552848103	8,650,174	-2,728,459	-23.98	73,697	-23.26	0.0551
2014-02-12	2013-12-31	13F	MGIC INVT CORP WIS	COM	552848103	11,378,633	-391,838	-3.33	96,035	12.08	0.0748
2013-11-13	2013-09-30	13F	MGIC INVT CORP WIS	COM	552848103	11,770,471	-208,396	-1.74	85,688	17.84	0.0742
2013-08-15	2013-06-30	13F	MGIC INVT CORP WIS	COM	552848103	11,978,867	11,978,867		72,713		0.0685

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.