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 Q3	$4.59M	Sell	1,076,546 -10,879	-1%	-$57K	0.01%	1184
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 New York $6.79T AUM 37.06% 1-Year Est. Return

ValueWorks New York $463M AUM 67.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Chou Associates Management Toronto, Ontario, Canada $212M AUM 9.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Cerity Partners's MBI Position: Q3 2026 in Review

Cerity Partners reduced its MBIA (MBI) stake by 1% in Q3 2026, selling an estimated $57K and leaving 1,076,546 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #1184.

Cerity Partners first reported a position in MBI in Q1 2017 and has held it in 13 quarters since. The position peaked at $12.7M in Q1 2024. 95 funds tracked by Wall St. Rank hold MBI as of Q3 2026.

Cerity Partners held 1,076,546 shares of MBIA worth $4.59M as of Q3 2026.
Cerity Partners sold 10,879 MBIA shares in Q3 2026, an estimated $57K.
MBIA made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #1184 holding.
Cerity Partners first reported a position in MBIA in Q1 2017 and has held it in 13 quarters since.
Cerity Partners's MBIA position peaked at $12.7M in Q1 2024.
95 funds tracked by Wall St. Rank held MBIA as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.