NYSE · Finance

FIDELITY NATL FINL INC FNF

Fidelity National Financial, Inc., together with its subsidiaries, provides various insurance products in the United States. It operates through Title, F&G, and Corporate and Other segments. The company offers title insurance, escrow, and other title related services, including trust activities, trustee sales guarantees, recordings and reconveyances, and home warranty products.

Specialty Insurers

Company profile

Business mix

  • It operates through Title, F&G, and Corporate and Other segments. The company offers title insurance, escrow, and other title related services, including trust activities, trustee sales guarantees, recordings and reconveyances, and home warranty products.
  • It also provides technology and transaction services to the real estate and mortgage industries; and mortgage transaction services, including title-related services and facilitation of production and management of mortgage loans.
  • In addition, the company offers annuity and life insurance products, such as deferred and immediate annuities, as well as indexed universal life insurance products; and funding agreements and pension risk transfer (PRT) solutions.
  • Further, it engages in the real estate brokerage business. Fidelity National Financial, Inc. was incorporated in 2005 and is headquartered in Jacksonville, Florida.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance - specialty?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.87 FCF 42.73% Buyback 0.82%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.5% $411.9M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 4.0% $162.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 3 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $147.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +32.7% +3,120,835 / 9,537,081
Brave Warrior Advisors Glenn Greenberg 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.9% 13F value change -$19.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.5% 13F value change -$29.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,489,314 Last 2 periods +12,899 (+0.4%) Total shares 3,502,213 Value $162.4M
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.9% 13F value change -$32.7M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 45.5% 13F value change +$78.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 6,047,767 Last 2 periods +2,832,341 (+46.8%) Total shares 8,880,108 Value $411.9M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$16.6M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 8.2% 13F value change -$1.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 2 periods +275,595 (New) Total shares 275,595 Value $15.4M

Recent mentions

No public mentions.