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Congress Wealth Management’s NMI Holdings NMIH Stock Holding History

Congress Wealth Management’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,148
Closed -$222K – 1204
2025
Q1 		$222K Buy
6,148
+1
+0% +$36 ﹤0.01% 1011
2024
Q4 		$226K Buy
+6,147
New +$239K ﹤0.01% 826

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Congress Wealth Management's NMIH Position: Q2 2025 in Review

Congress Wealth Management sold out of NMI Holdings (NMIH) in Q2 2025, closing a stake of 6,148 shares — an estimated $222K sold.

Congress Wealth Management first reported a position in NMIH in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 351 funds tracked by Wall St. Rank hold NMIH as of Q2 2025.

  • Congress Wealth Management reported no remaining NMI Holdings position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 6,148 NMI Holdings shares in Q2 2025, an estimated $222K.
  • Congress Wealth Management first reported a position in NMI Holdings in Q4 2024 and held it in 2 quarters.
  • Congress Wealth Management's NMI Holdings position peaked at $226K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held NMI Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.