Donald Smith & Co's NMIH Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 375,207 shares of NMI Holdings, Inc. (NMIH) worth $15.3 M, representing 0.29% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Donald Smith & Co has maintained this position in NMIH for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 337,996 shares. Largest reduction occurred in Q1 2025, reducing 459,234 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's NMI Holdings (NMIH) Holding Value Over Time
Track share changes against reported price movement
Quarterly NMI Holdings (NMIH) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -84,409 | Reduce 18.37% | 375,207 | $40.79 |
| Q3 2025 | -5,994 | Reduce 1.29% | 459,616 | $38.34 |
| Q2 2025 | -383,024 | Reduce 45.13% | 465,610 | $42.19 |
| Q1 2025 | -459,234 | Reduce 35.11% | 848,634 | $36.05 |
| Q4 2024 | +337,996 | Add 34.85% | 1.31 M | $36.76 |
| Q3 2024 | +97,125 | Add 11.13% | 969,872 | $41.19 |
| Q2 2024 | +872,747 | New Buy | 872,747 | $34.04 |
Donald Smith & Co's NMI Holdings Investment FAQs
Donald Smith & Co first purchased NMI Holdings, Inc. (NMIH) in Q2 2024, acquiring 872,747 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held NMI Holdings, Inc. (NMIH) for 7 quarters since Q2 2024.
Donald Smith & Co's largest addition to NMI Holdings, Inc. (NMIH) was in Q2 2024, adding 872,747 shares worth $29.71 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 375,207 shares of NMI Holdings, Inc. (NMIH), valued at approximately $15.3 M.
As of the Q4 2025 filing, NMI Holdings, Inc. (NMIH) represents approximately 0.29% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in NMI Holdings, Inc. (NMIH) was 1,307,868 shares, as reported at the end of Q4 2024.