Position in FNF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$45,886
+$10,591 QoQ
Shares Held
973
+27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#548
of 707 holders
Holding Since
Dec 2022
11 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, 2026True Wealth Design, LLC holds $312,067 across 13 Insurance - Specialty names. FNF ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
1,049 | $112,704 | |
| 2 | MTG |
Mgic Investment Corp
|
2,277 | $64,211 | |
| 3 | FNF |
Fidelity National Financial, Inc.
This page
|
973 | $45,886 | |
| 4 | AGO |
Assured Guaranty Ltd
|
308 | $24,689 | |
| 5 | ACT |
Enact Holdings, Inc.
|
428 | $19,563 | |
| 6 | FAF |
First American Financial Corp
|
267 | $18,313 | |
| 7 | ESNT |
Essent Group Ltd.
|
250 | $16,070 | |
| 8 | RDN |
Radian Group Inc
|
112 | $4,219 |
All Filings in FNF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,886 | 973 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $35,295 | 761 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $49,622 | 909 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $63,574 | 1,051 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $448 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,914 | 306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,147 | 252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,456 | 668 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $742,355 | 20,621 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $679,388 | 19,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $725,425 | 19,283 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||