Morgan Stanley
MBI icon

Morgan Stanley’s MBIA MBI Stock Holding History

Morgan Stanley’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
Q1 		$1.5M Sell
253,906
-92,167
-27% -$587K ﹤0.01% 4934
2025
Q4 		$2.48M Buy
346,073
+27,247
+9% +$197K ﹤0.01% 4662
2025
Q3 		$2.38M Sell
318,826
-140,826
-31% -$893K ﹤0.01% 4677
2025
Q2 		$1.99M Sell
459,652
-57,446
-11% -$255K ﹤0.01% 4705
2025
Q1 		$2.58M Buy
517,098
+102,936
+25% +$637K ﹤0.01% 4445
2024
Q4 		$2.68M Sell
414,162
-50,414
-11% -$260K ﹤0.01% 4490
2024
Q3 		$1.66M Buy
464,576
+258,127
+125% +$1.07M ﹤0.01% 4757
2024
Q2 		$1.13M Sell
206,449
-120,650
-37% -$723K ﹤0.01% 4884
2024
Q1 		$2.21M Sell
327,099
-1,606,889
-83% -$10.2M ﹤0.01% 4510
2023
Q4 		$11.8M Buy
1,933,988
+521,451
+37% +$4.19M ﹤0.01% 3783
2023
Q3 		$10.2M Buy
1,412,537
+25,373
+2% +$211K ﹤0.01% 3116
2023
Q2 		$12M Sell
1,387,164
-353,202
-20% -$3.18M ﹤0.01% 2999
2023
Q1 		$16.1M Buy
1,740,366
+1,577,783
+970% +$18.8M ﹤0.01% 2658
2022
Q4 		$2.09M Sell
162,583
-541,389
-77% -$6.18M ﹤0.01% 4437
2022
Q3 		$6.48M Buy
703,972
+503,321
+251% +$5.97M ﹤0.01% 3441
2022
Q2 		$2.48M Sell
200,651
-21,166
-10% -$278K ﹤0.01% 4365
2022
Q1 		$3.41M Sell
221,817
-205,622
-48% -$3.03M ﹤0.01% 4073
2021
Q4 		$6.75M Buy
427,439
+39,759
+10% +$525K ﹤0.01% 3399
2021
Q3 		$4.98M Buy
387,680
+33,130
+9% +$383K ﹤0.01% 3713
2021
Q2 		$3.9M Buy
354,550
+290,756
+456% +$2.9M ﹤0.01% 4037
2021
Q1 		$613K Sell
63,794
-4,677
-7% -$36.2K ﹤0.01% 5039
2020
Q4 		$450K Sell
68,471
-4,673
-6% -$30.4K ﹤0.01% 5149
2020
Q3 		$444K Sell
73,144
-26,552
-27% -$196K ﹤0.01% 4705
2020
Q2 		$723K Sell
99,696
-798,435
-89% -$5.8M ﹤0.01% 4393
2020
Q1 		$6.41M Sell
898,131
-41,077
-4% -$347K ﹤0.01% 2213
2019
Q4 		$8.74M Buy
939,208
+78,719
+9% +$748K ﹤0.01% 2565
2019
Q3 		$7.94M Buy
860,489
+27,546
+3% +$258K ﹤0.01% 2363
2019
Q2 		$7.75M Sell
832,943
-6,298
-0.8% -$58.8K ﹤0.01% 2439
2019
Q1 		$7.99M Sell
839,241
-108,416
-11% -$1.06M ﹤0.01% 2260
2018
Q4 		$8.45M Sell
947,657
-62,566
-6% -$596K ﹤0.01% 2301
2018
Q3 		$10.8M Sell
1,010,223
-190,615
-16% -$1.95M ﹤0.01% 2330
2018
Q2 		$10.9M Sell
1,200,838
-470,432
-28% -$4.24M ﹤0.01% 2292
2018
Q1 		$15.5M Buy
1,671,270
+845,294
+102% +$6.79M ﹤0.01% 1918
2017
Q4 		$6.05M Sell
825,976
-60,246
-7% -$468K ﹤0.01% 2899
2017
Q3 		$7.71M Buy
886,222
+38,176
+5% +$383K ﹤0.01% 2542
2017
Q2 		$8M Sell
848,046
-189,549
-18% -$1.61M ﹤0.01% 2393
2017
Q1 		$8.79M Sell
1,037,595
-47,409
-4% -$477K ﹤0.01% 2332
2016
Q4 		$11.6M Buy
1,085,004
+373,312
+52% +$3.45M ﹤0.01% 2092
2016
Q3 		$5.54M Sell
711,692
-53,720
-7% -$423K ﹤0.01% 2560
2016
Q2 		$5.23M Sell
765,412
-180,456
-19% -$1.34M ﹤0.01% 2577
2016
Q1 		$8.37M Buy
945,868
+159,190
+20% +$1.16M ﹤0.01% 2016
2015
Q4 		$5.1M Sell
786,678
-106,722
-12% -$724K ﹤0.01% 2646
2015
Q3 		$5.43M Sell
893,400
-782,424
-47% -$5.03M ﹤0.01% 2586
2015
Q2 		$10.1M Buy
1,675,824
+373,304
+29% +$3.37M ﹤0.01% 2103
2015
Q1 		$12.1M Buy
1,302,520
+99,052
+8% +$882K ﹤0.01% 1873
2014
Q4 		$11.5M Sell
1,203,468
-423,510
-26% -$4.09M ﹤0.01% 1928
2014
Q3 		$14.9M Sell
1,626,978
-564,537
-26% -$5.55M 0.01% 1674
2014
Q2 		$24.2M Buy
2,191,515
+188,855
+9% +$2.33M 0.01% 1271
2014
Q1 		$28M Buy
2,002,660
+885,842
+79% +$11.3M 0.01% 1106
2013
Q4 		$13.3M Sell
1,116,818
-554,573
-33% -$6.39M 0.01% 1678
2013
Q3 		$17.1M Sell
1,671,391
-1,499,598
-47% -$18.9M 0.01% 1339
2013
Q2 		$42.2M Buy
+3,170,989
New +$39.8M 0.02% 721

Other funds holding MBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's MBI Position: Q1 2026 in Review

Morgan Stanley reduced its MBIA (MBI) stake by 27% in Q1 2026, selling an estimated $587K and leaving 253,906 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

Morgan Stanley first reported a position in MBI in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.2M in Q2 2013. 133 funds tracked by Wall St. Rank hold MBI as of Q1 2026.

  • Morgan Stanley held 253,906 shares of MBIA worth $1.5M as of Q1 2026.
  • Morgan Stanley sold 92,167 MBIA shares in Q1 2026, an estimated $587K.
  • MBIA made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4934 holding.
  • Morgan Stanley first reported a position in MBIA in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's MBIA position peaked at $42.2M in Q2 2013.
  • 133 funds tracked by Wall St. Rank held MBIA as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.