8-K ·Filed Feb 27, 2026
8-K context-dependent: Items 8.01
Actionable Insight • Neutral
Monitor future performance trends to assess any impact from the addition of Kleinman, though no immediate strategy shift is expected given unchanged investment policies.
Final — all horizons settled through T+60d
NUV ▼ -1.14% at T+60d
NEUTRAL call -1.14% · α vs SPY -10.52% · entry $9.14 → $9.04
T+1d
+0.43%
call +0.43% · α +0.38%
$9.18
settled 8mo ago
T+5d
-0.11%
call -0.11% · α +1.87%
$9.13
settled 8mo ago
T+20d
-3.23%
call -3.23% · α +4.32%
$8.85
settled 7mo ago
T+60d
-1.14%
call -1.14% · α -10.52%
$9.04
settled 5mo ago
Price Chart
Loading chart...
Executive Summary
Nuveen Municipal Value Fund, Inc. (NUV) announced the appointment of Margot Kleinman as a new portfolio manager effective February 27, 2026. Daniel Close and Kristen DeJong will continue in their roles, and there will be no changes to the fund's investment objective or policies.
Key Facts
- Margot Kleinman has been named a portfolio manager of NUV effective February 27, 2026
- Daniel Close and Kristen DeJong will continue as portfolio managers
- No changes to the fund's investment objective or investment policies
- Kleinman is Head of Research for Nuveen's municipal fixed income team and leads its municipal credit research group
- Her team was named No. 1 at the 2024 Smith's All-Star Municipal Analysts Awards
Financial Impact
Not specified
Risk Factors
- Limited near-term impact expected due to continuity in investment strategy
- Uncertainty around how Kleinman's research-focused background may influence portfolio decisions over time
Market Snapshot
Exchange
NYSE
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001999371-26-004488 |
| Document: 0001999371-26-004488-index-headers.html | 0001999371-26-004488 |
| Document: 0001999371-26-004488-index.html | 0001999371-26-004488 |
| Document: 0001999371-26-004488.txt | 0001999371-26-004488 |
3 reports for NUV
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Insider Buy | $8.31 | awaiting T+20 | — | $8.32 (+0.12%) |
Oct 8, 2026 19d ago | 8-K | $8.33 | awaiting T+20 | — | $8.32 (−0.12%) |
Feb 27, 2026 34w ago | 8-K | $9.14 $8.85 | ▼ −3.23% | ▲ +4.32% | $8.32 (−9.01%) |
Showing 3 of 3
US Market Status
Market Closed — Opens Wed (16h 18m)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers