Waverly Advisors, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1568787
BIRMINGHAM, AL
Position in FNF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,773
+$21,223 QoQ
Shares Held
5,784
+25.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 707 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $616,151 across 2 Insurance - Specialty names. FNF ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
3,196 | $343,378 | |
| 2 | FNF |
Fidelity National Financial, Inc.
This page
|
5,784 | $272,773 |
All Filings in FNF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,773 | 5,784 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $251,550 | 4,608 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,011 | 4,596 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||