Concurrent Investment Advisors, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 2001015
Tampa, FL
Position in FNF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$358,981
-$15,583 QoQ
Shares Held
7,612
-5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 707 holders
Holding Since
Jun 2024
4 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, 2026Concurrent Investment Advisors, LLC holds $1,194,929 across 3 Insurance - Specialty names. FNF ranks #2 (30.0% of the industry book) .
All Filings in FNF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,981 | 7,612 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $374,564 | 8,076 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $389,062 | 7,127 | Shares | Sole | 2026-01-29 | |
| 2024-06-30 | $210,084 | 4,251 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||