NMI HLDGS INC

$NMIH
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Smart money positioned

11 of the Top-200 alpha managers hold $NMIH as of the latest 13F snapshot.

13F holders
356
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$NMIH is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.38%, with an average of 0.46% of portfolio. Largest holder: Winmill & Co. Inc. at 4.38%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Winmill & Co. Inc.
4.38% held
α +11.8pts
02
Legend Financial Advisors, Inc.
0.45% held
α +12.3pts
03
River Road Asset Management, LLC
0.16% held
α +12.9pts
04
Voloridge Investment Management, LLC
0.03% held
α +15.5pts
05
WINTON GROUP Ltd
0.02% held
α +27.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 356 · Source: 13F-HR
01
Axa S.a.
—
3,303,247 sh
02
State Street
—
3,234,268 sh
03
Massachusetts Institute of Technology
0.05% of portfolio
2,720,147 sh
04
Litman Gregory Wealth Management LLC
0.01% of portfolio
2,300,000 sh
05
Bahl & Gaynor Inc.
—
2,014,374 sh
06
NEA Management Company, LLC
2.43% of portfolio
1,990,397 sh
07
TB Capital Gestao de Recursos Ltda.
—
1,599,020 sh
08
Banyan Capital Management, Inc.
—
1,502,592 sh
09
California State Teachers Retirement System
0.14% of portfolio
1,070,580 sh
10
Cambridge Capital Management, LLC
0.39% of portfolio
1,016,226 sh
See all 356 13F holders · Pro →

Insider activity · last 90 days

19 transactions · 10 filers
05 Mar 2026
Shuster Bradley M —
▼ SOLD
19,430
$38.91
S
19 Nov 2025
Embler Michael J —
▼ SOLD
20,000
$36.90
S
15 Sep 2025
Scheid Steven —
▼ SOLD
19,926
$39.31
S
16 Sep 2025
Realmuto Nicholas Daniel —
▼ SOLD
291
$38.52
S
06 Jun 2025
Shuster Bradley M —
▼ SOLD
21,545
$39.56
S
30 May 2025
Leatherberry William J —
▼ SOLD
18,121
$39.67
S
13 May 2025
Montgomery Michael Curry —
▼ SOLD
1,875
$38.05
S
01 May 2025
Smith Robert Owen —
▼ SOLD
20,000
$36.58
S
01 May 2025
Pollitzer Adam —
▼ SOLD
57,166
$36.54
S
01 May 2025
Leatherberry William J —
▼ SOLD
10,889
$36.64
S
30 Apr 2025
Leatherberry William J —
▼ SOLD
13,111
$35.56
S
18 Mar 2025
Realmuto Nicholas Daniel —
▼ SOLD
2,755
$35.33
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $NMIH in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:26 UTC.