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All holdings

NMI Holdings

NMIH

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$27.0m
Combined value at quarter end
Last quarter
2 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$41.09
+9.5% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+21.0%Q3 ’24
-10.8%Q4 ’24
-1.9%Q1 ’25
+17.0%Q2 ’25
-9.1%Q3 ’25
+6.4%Q4 ’25
-8.0%Q1 ’26
+9.5%Q2 ’26
Q3 ’24: +21.0%; Q4 ’24: -10.8%; Q1 ’25: -1.9%; Q2 ’25: +17.0%; Q3 ’25: -9.1%; Q4 ’25: +6.4%; Q1 ’26: -8.0%; Q2 ’26: +9.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes NMI Holdings.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding NMI Holdings
Muhlenkamp & Company4.4%$15.1m$15.1mAdded +0.6%24 qtrs
First Eagle Investment Management0.0%$11.9m$11.9mAdded +5.6%21 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of NMI Holdings
Bought or soldFiling
4 Sep 2026Pollitzer AdamChief Executive Officer▼ Sold172,706$44.85$7.7mForm 4
11 Aug 2026Swithenbank AuroraEVP, Chief Financial Officer▼ Sold11,662$44.51$519kForm 4
3 Aug 2026Smith Robert OwenEVP, Chief Risk Officer▼ Sold12,000$44.65$536kForm 4

About the company

Sector
Insurance · Surety Insurance
Incorporated in
California
Financial year ends
31 December
Shares outstanding
75m at 27 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$7.1m2013
$53.6m2015
$183m2017
$379m2019
$485m2021
$579m2023
$706m2025
2013: $7.1m; 2014: $19.2m; 2015: $53.6m; 2016: $124m; 2017: $183m; 2018: $275m; 2019: $379m; 2020: $433m; 2021: $485m; 2022: $523m; 2023: $579m; 2024: $651m; 2025: $706m
NMI Holdings revenue and net income by year
YearRevenueNet income
2025$706m$389m
2024$651m$360m
2023$579m$322m
2022$523m$293m
2021$485m$231m
2020$433m$172m
2019$379m$172m
2018$275m$108m
2017$183m$22.1m
2016$124m$64.0m
2015$53.6m−$27.8m
2014$19.2m−$48.9m
2013$7.1m−$55.2m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold NMI Holdings, from their latest N-PORT filings.

Funds holding NMI Holdings
Muhlenkamp FundMuhlenkamp & Company3.4%$8.8m30 Jun 2026