Synergy Investment Management, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in FNF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,380
-$1,648 QoQ
Shares Held
623
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#561
of 707 holders
Holding Since
Mar 2025
3 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, 2026Synergy Investment Management, LLC holds $30,133 across 2 Insurance - Specialty names. FNF ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
This page
|
623 | $29,380 | |
| 2 | RDN |
Radian Group Inc
|
20 | $753 |
All Filings in FNF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,380 | 623 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,028 | 669 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $36,379 | 559 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||