Position in FNF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$376,322
-$7,328,572 QoQ
Shares Held
7,980
-95.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 707 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $1,413,840 across 2 Insurance - Specialty names. FNF ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMSF |
Amerisafe Inc
|
30,669 | $1,037,518 | |
| 2 | FNF |
Fidelity National Financial, Inc.
This page
|
7,980 | $376,322 |
All Filings in FNF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,322 | 7,980 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,704,894 | 166,126 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,777,846 | 142,478 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $8,182,154 | 135,265 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,157,157 | 127,670 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $12,493,527 | 191,972 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $10,180,964 | 181,350 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,770,064 | 173,543 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,477,051 | 171,531 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,804,897 | 241,147 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,332,934 | 300,528 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,980,579 | 338,513 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,062,914 | 362,859 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,962,067 | 371,087 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,062,821 | 347,231 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,650,062 | 266,576 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $222,019 | 6,007 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $211,428 | 4,329 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $357,589 | 6,853 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $304,367 | 6,713 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $267,670 | 6,159 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $237,779 | 5,848 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $413,924 | 10,589 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $337,240 | 10,771 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $389,933 | 12,718 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $332,048 | 13,346 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||