Creative Planning

Position in FNF — Fidelity National Financial, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in FNF

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,825,933

-$1,886,985 QoQ

Shares Held

60,930

-29.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.8403085507959954.ToString("F0")% Shared 0.ToString("F0")% None 99.159691449204.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $39,405,386 across 15 Insurance - Specialty names. FNF ranks #7 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTG	Mgic Investment Corp	258,279	$6,779,823
2	ESNT	Essent Group Ltd.	99,037	$5,787,722
3	NMIH	NMI Holdings, Inc.	117,064	$4,391,070
4	AXS	Axis Capital Holdings Ltd	41,415	$4,199,895
5	ACT	Enact Holdings, Inc.	85,890	$3,505,170
6	RYAN	Ryan Specialty Holdings, Inc.	91,685	$3,093,451
7	FNF	Fidelity National Financial, Inc. This page	60,930	$2,825,933
8	RDN	Radian Group Inc	84,904	$2,808,624

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,825,933	60,930	-29.4%	Shares	Sole	2026-05-12
2025-12-31	$4,712,918	86,333	+50.6%	Shares	Sole	2026-02-17
2025-09-30	$3,344,213	57,331	+124.5%	Shares	Sole	2025-11-14
2025-06-30	$1,380,362	25,534	-1.6%	Shares	Sole	2025-08-08
2025-03-31	$1,628,883	25,955	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$1,335,124	24,662	-1.0%	Shares	Defined	2025-02-14
2024-09-30	$1,490,336	24,903	-5.5%	Shares	Defined	2024-10-11
2024-06-30	$1,255,848	26,352	-5.9%	Shares	Sole	2024-08-15
2024-03-31	$1,434,007	28,005	+17.8%	Shares	Defined	2024-05-13
2023-12-31	$1,169,375	23,768	+2.9%	Shares	Defined	2024-02-14
2023-09-30	$919,551	23,089	+9.6%	Shares	Defined	2023-11-16
2023-06-30	$731,385	21,068	+7.9%	Shares	Sole	2023-07-21
2023-03-31	$657,404	19,517	-10.0%	Shares	Sole	2023-05-15
2022-12-31	$786,645	21,684	+6.0%	Shares	Sole	2023-02-10
2022-09-30	$686,521	20,453	+5.9%	Shares	Sole	2022-11-03
2022-06-30	$661,866	19,313	-7.6%	Shares	Sole	2022-08-15
2022-03-31	$947,020	20,912	+13.5%	Shares	Sole	2022-05-16
2021-12-31	$891,261	18,421	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$776,447	18,469	+74.8%	Shares	Sole	2021-11-10
2021-06-30	$425,863	10,568	-45.2%	Shares	Sole	2021-08-04
2021-03-31	$727,670	19,301	+6.4%	Shares	Sole	2021-04-30
2020-12-31	$657,674	18,145	-31.5%	Shares	Sole	2021-01-29
2020-09-30	$769,018	26,489	+1.2%	Shares	Sole	2020-11-05
2020-06-30	$744,467	26,187	-28.3%	Shares	Sole	2020-07-23
2020-03-31	$842,705	36,529	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.