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Fidelity National Financial, Inc.
William P. Foley II · Bank/Insurer · Value
Fidelity National Financial, Inc. (FNF) is a leading American provider of title insurance and settlement services to the real estate and mortgage industries. Tracing its origins back to 1847 and transformed into its modern form by William P. Foley II in 1984, the company is the largest title insurance group in the United States. FNF operates a diversified business model that includes its core title insurance operations, real estate technology services, and a significant majority stake in F&G Annuities & Life, Inc. The firm is recognized for its disciplined acquisition strategy and a history of spinning off major subsidiaries, such as Fidelity National Information Services (FIS) and Black Knight. Headquartered in Jacksonville, Florida, FNF focuses on operational excellence and technological innovation to maintain its market leadership and provide comprehensive property ownership protection.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -19.7% |
| YTD return | -19.7% |
| Sharpe ratio | -3.20 |
| Win rate | 37% |
| AUM | $3.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fnf.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| FG | F&G Annuities & Life Inc. | 82.5% | -17.6% |
| AVEX | AEVEX Corp. | 4.1% | -40.7% |
| CCAP | Crescent Capital BDC Inc | 1.5% | -24.4% |
| TXT | Textron Inc | 0.8% | -7.5% |
| VICI | VICI Properties Inc | 0.8% | -19.8% |
| GPC | Genuine Parts Co | 0.8% | +2.8% |
| MSFT | Microsoft Corporation | 0.8% | +0.9% |
| ABT | Abbott Laboratories | 0.8% | -2.6% |
| V | Visa Inc. Class A | 0.7% | +2.6% |
| ABBV | AbbVie Inc | 0.7% | +2.6% |
| GD | General Dynamics Corporation | 0.7% | -9.0% |
| ITW | Illinois Tool Works Inc | 0.7% | -6.9% |
| EMR | Emerson Electric Company | 0.7% | -6.3% |
| META | Meta Platforms Inc. | 0.7% | +0.3% |
| KMB | Kimberly-Clark Corporation | 0.7% | -4.9% |
| PEP | PepsiCo Inc | 0.7% | -4.1% |
| GTY | Getty Realty Corporation | 0.6% | -2.5% |
| AMGN | Amgen Inc | 0.6% | +33.5% |
| KDP | Keurig Dr Pepper Inc | 0.6% | +11.5% |
| TROW | T. Rowe Price Group Inc | 0.5% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 0.8% → 0.8% |
| Aug 24, 2026 | SELL | KDP | 0.6% → 0.6% |
| Aug 24, 2026 | BUY | FG | 82.6% → 82.5% |
| Aug 24, 2026 | SELL | ABT | 0.8% → 0.8% |
| Aug 24, 2026 | SELL | PEP | 0.7% → 0.7% |
Investment Style Analysis
Fidelity National Financial, Inc. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $3.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Life and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Fidelity National Financial, Inc. made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Fidelity National Financial’s investment philosophy centers on strategic acquisitions and the active management of a portfolio of businesses to drive long-term shareholder value. The firm leverages its dominant position in the title insurance market to generate significant cash flows, which are then deployed into complementary real estate services, technology platforms, and annuity providers. Key to their strategy is a focus on operational excellence, maintaining industry-leading margins, and opportunistic capital allocation through both acquisitions and strategic spin-offs. This approach is anchored by a commitment to financial strength and the use of technology to enhance the transparency and security of the property ownership experience.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Fidelity National Financial, Inc..
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Frequently asked questions
How is the simulated portfolio for Fidelity National Financial, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Fidelity National Financial, Inc.'s largest holding?
As of the latest filing, Fidelity National Financial, Inc.'s top position is F&G Annuities & Life Inc. (FG), representing 82.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Fidelity National Financial, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -19.7% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of -3.20, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Fidelity National Financial, Inc. primarily invest in?
Fidelity National Financial, Inc. has a strong preference for the Insurance - Life sector, which makes up 82.5% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Fidelity National Financial, Inc.'s portfolio concentrated or diversified?
Fidelity National Financial, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 88.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Fidelity National Financial, Inc. performed in 2026?
Our AI-simulated model portfolio for Fidelity National Financial, Inc. tracks a Year-to-Date (YTD) return of -19.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William P. Foley II manage Fidelity National Financial, Inc. directly?
Yes, William P. Foley II serves as the key portfolio manager for Fidelity National Financial, Inc., overseeing the investment strategy and final capital allocation decisions.