EverSource Wealth Advisors, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in FNF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$176,233
-$49,863 QoQ
Shares Held
3,737
-23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 171 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,211,903 across 17 Insurance - Specialty names. FNF ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
2,932 | $315,010 | |
| 2 | MTG |
Mgic Investment Corp
|
7,130 | $201,062 | |
| 3 | FNF |
Fidelity National Financial, Inc.
This page
|
3,737 | $176,233 | |
| 4 | AMSF |
Amerisafe Inc
|
2,311 | $78,179 | |
| 5 | ESNT |
Essent Group Ltd.
|
1,121 | $72,054 | |
| 6 | AGO |
Assured Guaranty Ltd
|
871 | $69,815 | |
| 7 | ACT |
Enact Holdings, Inc.
|
1,454 | $66,457 | |
| 8 | EIG |
Employers Holdings, Inc.
|
1,262 | $63,703 |
All Filings in FNF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,233 | 3,737 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $226,096 | 4,875 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $376,285 | 6,893 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,614 | 5,085 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $192,829 | 3,567 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $95,578 | 1,523 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,405 | 1,319 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $89,288 | 1,492 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $84,160 | 1,766 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $79,521 | 1,553 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $74,387 | 1,512 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $59,420 | 1,492 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $51,794 | 1,492 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,660 | 1,504 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,005 | 772 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $98,649 | 2,939 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $26,867 | 784 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $35,640 | 787 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $38,076 | 787 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||