Position in MBI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$117,360
+$22,209 QoQ
Shares Held
18,000
+11.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#71
of 129 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026STEINBERGANNA WEALTH MANAGEMENT holds $117,360 across 1 Insurance - Specialty name. MBI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBI |
Mbia Inc
This page
|
18,000 | $117,360 |
All Filings in MBI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,360 | 18,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $95,151 | 16,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $115,097 | 16,075 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $125,160 | 16,800 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||