Position in FNF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,092
-$180,624 QoQ
Shares Held
10,795
-27.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#384
of 707 holders
Holding Since
Mar 2021
18 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, 202644 WEALTH MANAGEMENT LLC holds $509,092 across 1 Insurance - Specialty name. FNF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
This page
|
10,795 | $509,092 |
All Filings in FNF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,092 | 10,795 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $689,716 | 14,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $823,763 | 15,090 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $897,368 | 14,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $826,044 | 14,735 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $959,344 | 14,741 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $828,738 | 14,762 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $973,783 | 15,691 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $405,971 | 11,277 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $397,433 | 11,378 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $336,698 | 8,950 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $329,891 | 9,113 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $339,182 | 9,177 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $443,321 | 9,077 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $487,622 | 9,345 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $429,459 | 9,472 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $298,700 | 6,873 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $283,562 | 6,974 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||