MBIA Inc.
US ˙ NYSE ˙ US55262C1009

SecurityMBI / MBIA Inc.
InstitutionCreative Planning
Latest Disclosed Ownership20,384 shares
Latest Disclosed Value $ 120,469
Creative Planning reports 42.55% increase in ownership of MBI / MBIA Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 20,384 shares of MBIA Inc. (US:MBI) valued at $120,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,300 shares of MBIA Inc.. This represents a change in shares of 42.55% during the quarter. The current value of the position is $115,985 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MBIA COM 55262C100 20,384 6,084 42.55 120 17.65 0.0001
2026-02-17 2025-12-31 13F MBIA COM 55262C100 14,300 2,305 19.22 102 14.61 0.0001
2025-11-14 2025-09-30 13F MBIA COM 55262C100 11,995 11,995 89 0.0001
2025-05-15 2025-03-31 13F MBIA COM 55262C100 0 -26,728 -100.00 0 -100.00
2025-02-14 2024-12-31 13F MBIA COM 55262C100 26,728 26,728 173 0.0002
2024-08-15 2024-06-30 13F MBIA COM 55262C100 0 -15,508 -100.00 0 -100.00
2024-05-13 2024-03-31 13F MBIA COM 55262C100 15,508 15,508 105 0.0001
2022-08-15 2022-06-30 13F MBIA COM 55262C100 0 -11,628 -100.00 0 -100.00
2022-05-16 2022-03-31 13F MBIA COM 55262C100 11,628 11,628 179 0.0003
2019-02-12 2018-12-31 13F/A-1 MBIA COM 55262C100 0 -34,000 -100.00 0 -100.00
2018-10-25 2018-09-30 13F MBIA COM 55262C100 34,000 -11,100 -24.61 363 -11.03 0.0013
2018-07-20 2018-06-30 13F MBIA COM 55262C100 45,100 -55,300 -55.08 408 -56.13 0.0016
2018-04-18 2018-03-31 13F MBIA COM 55262C100 100,400 -27,060 -21.23 930 -0.32 0.0038
2018-01-17 2017-12-31 13F MBIA COM 55262C100 127,460 -452 -0.35 933 -16.17 0.0040
2017-10-17 2017-09-30 13F MBIA COM 55262C100 127,912 -15,453 -10.78 1,113 -17.68 0.0052
2017-07-12 2017-06-30 13F MBIA COM 55262C100 143,365 -65 -0.05 1,352 11.28 0.0068
2017-04-07 2017-03-31 13F MBIA COM 55262C100 143,430 142,565 16,481.50 1,215 13,400.00 0.0066
2017-01-09 2016-12-31 13F MBIA COM 55262C100 865 -35 -3.89 9 28.57 0.0001
2016-10-12 2016-09-30 13F MBIA COM 55262C100 900 -1,900 -67.86 7 -63.16 0.0000
2016-07-12 2016-06-30 13F MBIA COM 55262C100 2,800 2,200 366.67 19 280.00 0.0001
2016-04-08 2016-03-31 13F MBIA COM 55262C100 600 -1,000 -62.50 5 -50.00 0.0000
2016-01-11 2015-12-31 13F MBIA COM 55262C100 1,600 0 0.00 10 0.00 0.0001
2015-10-09 2015-09-30 13F MBIA COM 55262C100 1,600 1,600 0.00 10 0.0001
2015-07-09 2015-06-30 13F MBIA COM 55262C100 0 -2,600 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MBIA COM 55262C100 2,600 2,600 0.00 24 0.0002
2015-01-29 2014-12-31 13F MBIA COM 55262C100 0 -6,600 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MBIA COM 55262C100 6,600 3,000 83.33 61 52.50 0.0007
2014-08-20 2014-06-30 13F MBIA COM 55262C100 3,600 -1,833 -33.74 40 -47.37 0.0005
2014-04-11 2014-03-31 13F MBIA COM 55262C100 5,433 3,833 239.56 76 300.00 0.0011
2014-01-06 2013-12-31 13F MBIA COM 55262C100 1,600 -882 -35.54 19 -24.00 0.0003
2013-10-10 2013-09-30 13F MBIA COM 55262C100 2,482 882 55.12 25 19.05 0.0005
2013-07-09 2013-06-30 13F MBIA COM 55262C100 1,600 1,600 21 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.