Bogart Wealth, LLC

Position in FNF — Fidelity National Financial, Inc.

CIK 1715740 MCLEAN, VA

Position in FNF

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$11,837

+$2,283 QoQ

Shares Held

251

+21.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#607

of 707 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $24,830 across 8 Insurance - Specialty names. FNF ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNF	Fidelity National Financial, Inc. This page	251	$11,837
2	FAF	First American Financial Corp	107	$7,339
3	NMIH	NMI Holdings, Inc.	52	$2,136
4	AXS	Axis Capital Holdings Ltd	12	$1,289
5	RYAN	Ryan Specialty Holdings, Inc.	31	$1,170
6	OSG	Octave Specialty Group Inc	77	$480
7	MTG	Mgic Investment Corp	17	$479
8	EIG	Employers Holdings, Inc.	2	$100

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,837	251	+21.8%	Shares	Sole	2026-07-24
2026-03-31	$9,554	206	+14.4%	Shares	Sole	2026-04-28
2025-12-31	$9,826	180	+1.7%	Shares	Sole	2026-01-30
2025-09-30	$10,706	177	+5.4%	Shares	Sole	2025-10-27
2025-06-30	$9,418	168	+2000.0%	Shares	Sole	2025-07-30
2025-03-31	$520	8	-89.9%	Shares	Sole	2025-05-02
2024-12-31	$4,435	79	0.0%	Shares	Sole	2025-01-30
2024-09-30	$4,902	79	-55.9%	Shares	Sole	2024-10-23
2022-12-31	$6,733	179	—	Shares	Sole	2023-02-06
2022-09-30	$0	0	—	Shares	Sole	2022-11-03
2020-12-31	$0	0	-100.0%	Shares	Sole	2021-01-14
2020-06-30	$1,471	48	0.0%	Shares	Sole	2020-07-08
2020-03-31	$1,194	48	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.