Venturi Wealth Management, LLC
Position in FAF — First American Financial Corp
CIK 1666363
AUSTIN, TX
Position in FAF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$247,198
+$35,400 QoQ
Shares Held
3,604
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#323
of 467 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $247,198 across 1 Insurance - Specialty name. FAF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
This page
|
3,604 | $247,198 |
All Filings in FAF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,198 | 3,604 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $211,798 | 3,513 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $226,098 | 3,680 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $234,667 | 3,653 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $229,048 | 3,490 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $161,844 | 2,592 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $41,255 | 625 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,511 | 269 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $30,829 | 505 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $17,849 | 277 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $7,230 | 128 | Shares | Other | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||