John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  MBIA Inc. (MBI)
← All MBI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 0.83 $60.57–73.49 · VW $69.04i SEC
2006   Q3 1,497,892 0.83 Reduce 59.07% 0.95 $56.30–64.42 · VW $60.72i $92,029,856,000 SEC
2006   Q2 3,659,593 1.60 Reduce 25.21% 0.53 $56.00–60.87 · VW $58.47i $214,268,735,000 SEC
2006   Q1 4,893,221 2.12 Reduce 19.75% 0.52 $56.86–63.63 · VW $60.21i $294,229,000 SEC
2005   Q4 6,097,818 2.61 Reduce 5.09% 0.13 $54.15–64.00 · VW $59.44i $366,844,000 SEC
2005   Q3 6,425,111 2.61 Add 2.76% 0.07 $54.75–63.23 · VW $59.53i $389,491,000 SEC
2005   Q2 6,252,791 2.53 Reduce 14.67% 0.38 $49.07–61.35 · VW $56.58i $370,853,000 SEC
2005   Q1 7,328,126 2.60 Reduce 1.31% 0.04 $52.10–63.33 · VW $55.90i $383,115,000 SEC
2004   Q4 7,425,605 3.03 Add 4.69% 0.14 $53.43–65.21 · VW $60.64i $469,892,000 SEC
2004   Q3 7,092,988 3.03 Add 2.04% 0.06 $52.55–59.14 · VW $56.63i $412,883,000 SEC
2004   Q2 6,951,104 0.08 Add 7.20% <0.01 $54.30–64.90 · VW $58.77i $397,047,000 SEC
2004   Q1 6,484,028 3.12 Add 5.90% 0.17 $58.90–67.34 · VW $62.98i $406,549,000 SEC
2003   Q4 6,122,789 3.00 Add 6.72% 0.19 $54.97–60.72 · VW $58.31i $362,653,000 SEC
2003   Q3 5,737,069 3.20 Add 15.09% 0.42 $47.68–57.38 · VW $53.34i $315,367,000 SEC
2003   Q2 4,984,882 2.76 Add 4.91% 0.13 $38.61–53.60 · VW $46.99i $243,013,000 SEC
2003   Q1 4,751,784 0.04 Add 50.81% 0.01 $34.14–47.82 · VW $40.20i $183,609,000 SEC
2002   Q4 3,150,860 1.87 Reduce 12.44% <0.01 $34.93–47.15 · VW $41.98i $138,197,000 SEC
2002   Q3 3,598,405 0.02 Reduce 49.75% 1.53 $39.05–56.65 · VW $45.22i $143,756,000 SEC
2002   Q2 7,160,426 3.08 Add 6.47% 0.19 $52.33–57.50 · VW $55.45i $404,778,884,000 SEC
2002   Q1 6,725,352 2.13 Add 55.91% 0.77 $51.10–60.11 · VW $55.30i $362,698,236,000 SEC
2001   Q3 4,313,608 4.65 Add 6.96% 0.30 $36.00–57.49 · VW $47.83i $215,680,000 SEC
2001   Q2 4,032,904 4.76 Reduce 8.97% 0.50 $46.18–56.74 · VW $52.87i $224,552,000 SEC
2001   Q1 4,430,393 5.60 Buy 5.60 $40.04–54.07 · VW $49.30i $238,296,000 SEC
2000   Q4 0 0.00 Sell 100.00% 6.98 $42.21–50.79 · VW $47.47i SEC
2000   Q3 5,161,335 6.98 Reduce 3.62% 0.15 $32.17–48.96 · VW $42.85i $244,733,000 SEC
2000   Q2 5,355,218 4.21 $34.71 $185,871,000 SEC
2000   Q1 5,355,218 4.21 Add 13.34% 0.50 $24.21–35.00 · VW $31.31i $185,871,000 SEC
1999   Q4 4,724,783 7.47 Add 30.03% 1.72 $30.08–38.21 · VW $34.50i $166,352,000 SEC
1999   Q2 3,633,518 0.16 Add 4.39% <0.01 $37.83–47.92 · VW $42.97i $156,847,000 SEC
1999   Q1 3,480,855 7.86 $38.67 $134,593,000 SEC
Price snapshot:
Current price$6.30
52-week low$4.41
52-week high$8.26