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R Squared’s MBIA MBI Stock Holding History

R Squared’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
2025
Q1 		– Sell
-2,710
Closed -$17.5K – 975
2024
Q4 		$17.5K Buy
+2,710
New +$14K 0.02% 945

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R Squared's MBI Position: Q1 2025 in Review

R Squared sold out of MBIA (MBI) in Q1 2025, closing a stake of 2,710 shares — an estimated $17.5K sold.

R Squared first reported a position in MBI in Q4 2024 and held it in 1 quarter. The position peaked at $17.5K in Q4 2024. 120 funds tracked by Wall St. Rank hold MBI as of Q1 2025.

  • R Squared reported no remaining MBIA position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 2,710 MBIA shares in Q1 2025, an estimated $17.5K.
  • R Squared first reported a position in MBIA in Q4 2024 and held it in 1 quarter.
  • R Squared's MBIA position peaked at $17.5K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held MBIA as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.