Position in FNF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,734,306
+$710,704 QoQ
Shares Held
142,797
+9.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 707 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $72,984,353 across 9 Insurance - Specialty names. FNF ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,272,983 | $48,067,838 | |
| 2 | NMIH |
NMI Holdings, Inc.
|
165,648 | $6,806,476 | |
| 3 | FNF |
Fidelity National Financial, Inc.
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|
142,797 | $6,734,306 | |
| 4 | AXS |
Axis Capital Holdings Ltd
|
34,399 | $3,695,828 | |
| 5 | MTG |
Mgic Investment Corp
|
89,449 | $2,522,461 | |
| 6 | ESNT |
Essent Group Ltd.
|
30,534 | $1,962,725 | |
| 7 | FAF |
First American Financial Corp
|
22,743 | $1,559,942 | |
| 8 | AGO |
Assured Guaranty Ltd
|
19,376 | $1,553,180 |
All Filings in FNF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,734,306 | 142,797 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,023,602 | 129,875 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,355,928 | 299,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,948,584 | 296,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,552,238 | 116,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,797,695 | 119,817 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,613,119 | 117,797 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $7,108,599 | 114,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,670,499 | 114,741 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,374,867 | 120,054 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,442,854 | 126,281 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||