HB Wealth Management, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1911253
Atlanta, GA
Position in FNF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,169,520
+$260,101 QoQ
Shares Held
24,799
+26.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#282
of 707 holders
Holding Since
Jun 2022
17 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, 2026HB Wealth Management, LLC holds $6,045,496 across 7 Insurance - Specialty names. FNF ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
56,983 | $2,151,678 | |
| 2 | FNF |
Fidelity National Financial, Inc.
This page
|
24,799 | $1,169,520 | |
| 3 | AGO |
Assured Guaranty Ltd
|
11,359 | $910,537 | |
| 4 | MTG |
Mgic Investment Corp
|
24,415 | $688,503 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
5,373 | $577,275 | |
| 6 | RDN |
Radian Group Inc
|
8,216 | $309,496 | |
| 7 | FAF |
First American Financial Corp
|
3,477 | $238,487 |
All Filings in FNF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,520 | 24,799 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $909,419 | 19,608 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,525,735 | 27,949 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,617,985 | 26,748 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,092,497 | 19,488 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,493,131 | 22,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,054,926 | 18,791 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $851,463 | 13,720 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $677,844 | 13,716 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $688,494 | 12,966 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $707,800 | 13,873 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $605,953 | 14,672 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $528,659 | 14,685 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $521,365 | 14,926 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $532,397 | 14,152 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $428,210 | 11,829 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $414,950 | 11,227 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||