SHP Wealth Management

Position in FNF — Fidelity National Financial, Inc.

CIK 1807060 PLYMOUTH, MA

Position in FNF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$691,884

+$11,490 QoQ

Shares Held

14,671

+0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#343

of 707 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHP Wealth Management holds $725,093 across 5 Insurance - Specialty names. FNF ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNF	Fidelity National Financial, Inc. This page	14,671	$691,884
2	FAF	First American Financial Corp	426	$29,219
3	RYAN	Ryan Specialty Holdings, Inc.	67	$2,529
4	ESNT	Essent Group Ltd.	19	$1,221
5	AGO	Assured Guaranty Ltd	3	$240

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,884	14,671	+0.0%	Shares	Sole	2026-08-11
2026-03-31	$680,394	14,670	-0.1%	Shares	Sole	2026-05-08
2025-12-31	$801,544	14,683	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.