Cerity Partners
MBI icon

Cerity Partners’s MBIA MBI Stock Holding History

Cerity Partners’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.09M Buy
1,087,425
+655,209
+152% +$3.95M 0.01% 936
2026
Q1 		$2.55M Buy
432,216
+331,030
+327% +$2.11M ﹤0.01% 1341
2025
Q4 		$724K Sell
101,186
-2,859
-3% -$20.7K ﹤0.01% 1867
2025
Q3 		$775K Buy
+104,045
New +$660K ﹤0.01% 1725
2025
Q1 		– Sell
-15,264
Closed -$54.5K – 2558
2024
Q4 		$54.5K Sell
15,264
-1,077
-7% -$5.55K ﹤0.01% 2378
2024
Q3 		$58.3K Sell
16,341
-1,007,296
-98% -$4.16M ﹤0.01% 2476
2024
Q2 		$5.62M Sell
1,023,637
-861,270
-46% -$5.16M 0.01% 573
2024
Q1 		$12.7M Buy
+1,884,907
New +$11.9M 0.03% 396
2018
Q2 		– Sell
-22,622
Closed -$209K – 565
2018
Q1 		$209K Hold
22,622
– – 0.02% 497
2017
Q4 		$166K Sell
22,622
-19
-0.1% -$148 0.01% 541
2017
Q3 		$197K Buy
+22,641
New +$227K 0.01% 545
2017
Q2 		– Sell
-22,622
Closed -$192K – 406
2017
Q1 		$192K Buy
+22,622
New +$228K 0.02% 418

Other funds holding MBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KBG
Kahn Brothers Group New York $564M AUM 37.38% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's MBI Position: Q2 2026 in Review

Cerity Partners increased its MBIA (MBI) stake by 152% in Q2 2026, buying an estimated $3.95M and bringing the position to 1,087,425 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #936.

Cerity Partners first reported a position in MBI in Q1 2017 and has held it in 12 quarters since. The position peaked at $12.7M in Q1 2024. 118 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Cerity Partners held 1,087,425 shares of MBIA worth $7.09M as of Q2 2026.
  • Cerity Partners bought 655,209 MBIA shares in Q2 2026, an estimated $3.95M.
  • MBIA made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #936 holding.
  • Cerity Partners first reported a position in MBIA in Q1 2017 and has held it in 12 quarters since.
  • Cerity Partners's MBIA position peaked at $12.7M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.