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Signal dossier · Q4 2025

FNF logoFNF

Fidelity National Financial · Financials

HoldLens verdict · single −100..+100 scale
SELL
−5
on a signed −100 sell scale · WEAK SELL
0 tracked manager selling. MODERATE sell signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
−5
Buy component
+-2
Dissent penalty
−3
Unanimity bonus
0
Quality differential
+0
Info density
+4
Buyers / Sellers
2 / 0
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
−5
Smart money (13F)
+4
Insider activity (Form 4)
+0
Track record (CAGR)
-10
Trend streak
+0
Concentration
+4
Contrarian bonus
+0
Event signal (8-K)
+0
− Dissent penalty
−3
− Crowding penalty
−0
Owners: 1·Buyers: 10·Sellers: 7·Buyer-CAGR-weighted expected return: +6.3% ±1.6%·How this is computed
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Ownership breadth · 8 quarters

Breadth flat
+0 owners over 8Q
1
1
1
0
1
1
0
1
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on FNF — grouped by quarter, ranked by manager quality.

Smart money activity
10 buys · 7 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(2 moves)
Portfolio manager% portfolio
Seth KlarmanTier 1
Baupost Group
5.70%
Joel GreenblattElite
Gotham Asset Management
0.30%
Q3 2025(2 moves)
Portfolio manager% portfolio
Joel GreenblattElite
Gotham Asset Management
0.30%
Seth KlarmanTier 1
Baupost Group
0.00%
Q2 2025(2 moves)
Portfolio manager% portfolio
Seth KlarmanTier 1
Baupost Group
7.50%
Joel GreenblattElite
Gotham Asset Management
0.30%
Q1 2025(3 moves)
Portfolio manager% portfolio
Seth KlarmanTier 1
Baupost Group
7.50%
Joel GreenblattElite
Gotham Asset Management
0.20%
Glenn Greenberg
Brave Warrior Advisors
5.30%
Q4 2024(2 moves)
Portfolio manager% portfolio
Joel GreenblattElite
Gotham Asset Management
0.30%
Seth KlarmanTier 1
Baupost Group
0.00%
Q3 2024(3 moves)
Portfolio manager% portfolio
Joel GreenblattElite
Gotham Asset Management
0.20%
Seth KlarmanTier 1
Baupost Group
2.30%
Glenn Greenberg
Brave Warrior Advisors
7.70%
Q2 2024(3 moves)
Portfolio manager% portfolio
Joel GreenblattElite
Gotham Asset Management
0.10%
Seth KlarmanTier 1
Baupost Group
7.30%
Glenn Greenberg
Brave Warrior Advisors
8.10%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for FNF — context for the moves above.

Who’s betting biggest on FNF

Financials sector →

Each bar is one manager’s position size in FNF as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Seth Klarman fund logoSeth KlarmanT1
7.1%
“Title insurance — long compounder.”

AI thesis

An AI-synthesised investment thesis for FNF, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis
Claude Haiku synthesis of SELL positioning from 1 institutional filers
Powered by Claude Haiku

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -5 conviction score.

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Derived from the same 13F filings
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  2. 2.MSCIMSCI Inc
    +22
  3. 3.CBChubb
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  4. 4.BNBrookfield Corp
    +16
  5. 5.MAMastercard
    +13
All Financials names →
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.