Marshall Wace
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Marshall Wace’s MBIA MBI Stock Holding History

Marshall Wace’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 		$157K Buy
+24,092
New +$145K ﹤0.01% 2868
2026
Q1 		– Sell
-31,704
Closed -$227K – 3503
2025
Q4 		$227K Buy
+31,704
New +$229K ﹤0.01% 2557
2025
Q3 		– Sell
-416,964
Closed -$1.81M – 3189
2025
Q2 		$1.81M Buy
416,964
+270,192
+184% +$1.2M ﹤0.01% 1603
2025
Q1 		$731K Buy
+146,772
New +$908K ﹤0.01% 1913
2024
Q4 		– Sell
-204,138
Closed -$729K – 2831
2024
Q3 		$729K Buy
+204,138
New +$843K ﹤0.01% 1780
2023
Q4 		– Sell
-53,909
Closed -$389K – 2438
2023
Q3 		$389K Buy
+53,909
New +$449K ﹤0.01% 1796
2023
Q2 		– Sell
-134,412
Closed -$1.24M – 2762
2023
Q1 		$1.24M Buy
+134,412
New +$1.6M ﹤0.01% 1708
2020
Q1 		– Sell
-53,595
Closed -$498K – 1884
2019
Q4 		$498K Buy
+53,595
New +$510K ﹤0.01% 1173
2017
Q1 		– Sell
-994,627
Closed -$10.6M – 568
2016
Q4 		$10.6M Sell
994,627
-448,450
-31% -$4.14M 0.07% 318
2016
Q3 		$11.2M Buy
1,443,077
+261,455
+22% +$2.06M 0.08% 260
2016
Q2 		$8.07M Buy
1,181,622
+376,180
+47% +$2.8M 0.07% 283
2016
Q1 		$7.13M Buy
805,442
+586,855
+268% +$4.27M 0.07% 268
2015
Q4 		$1.42M Buy
218,587
+176,251
+416% +$1.2M 0.01% 632
2015
Q3 		$257K Buy
+42,336
New +$272K ﹤0.01% 830

Other funds holding MBI

KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $479M AUM 117.71% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Marshall Wace's MBI Position: Q2 2026 in Review

Marshall Wace opened a new position in MBIA (MBI) in Q2 2026: 24,092 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Marshall Wace previously reported a position in MBI as recently as Q4 2025.

Marshall Wace first reported a position in MBI in Q3 2015 and has held it in 14 quarters since. The position peaked at $11.2M in Q3 2016. 130 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • Marshall Wace held 24,092 shares of MBIA worth $157K as of Q2 2026.
  • MBIA was a new Marshall Wace position in Q2 2026.
  • MBIA made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2868 holding.
  • Marshall Wace first reported a position in MBIA in Q3 2015 and has held it in 14 quarters since.
  • Marshall Wace's MBIA position peaked at $11.2M in Q3 2016.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.