Ronald Muhlenkamp's NMIH Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 366,219 shares of NMI Holdings, Inc. (NMIH) worth $13.74 M, representing 3.62% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in NMIH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 162,437 shares. Largest reduction occurred in Q1 2026, reducing 101,570 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's NMI Holdings (NMIH) Holding Value Over Time
Track share changes against reported price movement
Quarterly NMI Holdings (NMIH) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -101,570 | Reduce 21.71% | 366,219 | $37.51 |
| Q4 2025 | +1,442 | Add 0.31% | 467,789 | $40.79 |
| Q3 2025 | +493 | Add 0.11% | 466,347 | $38.34 |
| Q2 2025 | +2,883 | Add 0.62% | 465,854 | $42.19 |
| Q1 2025 | -922 | Reduce 0.20% | 462,971 | $36.05 |
| Q4 2024 | +196 | Add 0.04% | 463,893 | $36.76 |
| Q3 2024 | -298 | Reduce 0.06% | 463,697 | $41.19 |
| Q2 2024 | -343 | Reduce 0.07% | 463,995 | $34.04 |
| Q1 2024 | +4,805 | Add 1.05% | 464,338 | $32.34 |
| Q4 2023 | +3,648 | Add 0.80% | 459,533 | $29.68 |
| Q3 2023 | +64 | Add 0.01% | 455,885 | $27.09 |
| Q2 2023 | +455,821 | Add 0.00% | 455,821 | $25.82 |
| Q4 2022 | -196 | Reduce 0.07% | 293,384 | $20.90 |
| Q3 2022 | +1,052 | Add 0.36% | 293,580 | $20.37 |
| Q2 2022 | -40,753 | Reduce 12.23% | 292,528 | $16.65 |
| Q1 2022 | +2,411 | Add 0.73% | 333,281 | $20.62 |
| Q4 2021 | +809 | Add 0.25% | 330,870 | $21.85 |
| Q3 2021 | -547 | Reduce 0.17% | 330,061 | $22.61 |
| Q2 2021 | +547 | Add 0.17% | 330,608 | $22.48 |
| Q1 2021 | +864 | Add 0.26% | 330,061 | $22.10 |
| Q4 2020 | +2,590 | Add 0.79% | 329,197 | $22.65 |
| Q3 2020 | +4,091 | Add 1.27% | 326,607 | $17.80 |
| Q2 2020 | +322,516 | Add 0.00% | 322,516 | $16.08 |
Ronald Muhlenkamp's NMI Holdings Investment FAQs
Ronald Muhlenkamp first purchased NMI Holdings, Inc. (NMIH) in Q2 2020, acquiring 322,516 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held NMI Holdings, Inc. (NMIH) for 24 quarters since Q2 2020.
Ronald Muhlenkamp's largest addition to NMI Holdings, Inc. (NMIH) was in Q2 2023, adding 455,821 shares worth $11.77 M.
According to the latest 13F filing for Q1 2026, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 366,219 shares of NMI Holdings, Inc. (NMIH), valued at approximately $13.74 M.
As of the Q1 2026 filing, NMI Holdings, Inc. (NMIH) represents approximately 3.62% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in NMI Holdings, Inc. (NMIH) was 467,789 shares, as reported at the end of Q4 2025.