Jeremy Grantham's FNF Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 12,106 shares of Fidelity National Financial, Inc. (FNF) worth $660,867, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in FNF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 227,590 shares. Largest reduction occurred in Q3 2024, reducing 347,912 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Fidelity National Financial (FNF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fidelity National Financial (FNF) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,365 | Reduce 30.71% | 12,106 | $54.59 |
| Q2 2025 | -9,827 | Reduce 36.00% | 17,471 | $56.06 |
| Q1 2025 | +4,282 | Add 18.60% | 27,298 | $65.08 |
| Q4 2024 | -201,977 | Reduce 89.77% | 23,016 | $56.14 |
| Q3 2024 | -347,912 | Reduce 60.73% | 224,993 | $62.06 |
| Q2 2024 | -2,222 | Reduce 0.39% | 572,905 | $49.42 |
| Q1 2024 | -45,176 | Reduce 7.28% | 575,127 | $53.10 |
| Q4 2023 | -205,431 | Reduce 24.88% | 620,303 | $51.02 |
| Q3 2023 | -149,814 | Reduce 15.36% | 825,734 | $41.30 |
| Q2 2023 | -103,442 | Reduce 9.59% | 975,548 | $36.00 |
| Q1 2023 | +144,900 | Add 15.51% | 1.08 M | $34.93 |
| Q4 2022 | +227,590 | Add 32.21% | 934,090 | $37.62 |
| Q3 2022 | +11,600 | Add 1.67% | 706,500 | $36.20 |
| Q2 2022 | +141,300 | Add 25.52% | 694,900 | $36.96 |
| Q1 2022 | +56,352 | Add 11.33% | 553,600 | $48.84 |
| Q4 2021 | +181,433 | Add 57.45% | 497,248 | $52.18 |
| Q3 2021 | +95,320 | Add 43.23% | 315,815 | $45.34 |
| Q2 2021 | +161,403 | Add 273.14% | 220,495 | $43.46 |
| Q1 2021 | +27,301 | Add 85.88% | 59,092 | $40.67 |
| Q4 2020 | -21,341 | Reduce 40.17% | 31,791 | $39.10 |
| Q3 2020 | -17,100 | Reduce 24.35% | 53,132 | $31.32 |
| Q2 2020 | +5,233 | Add 8.05% | 70,232 | $30.66 |
| Q1 2020 | +51,799 | Add 392.42% | 64,999 | $24.88 |
| Q4 2019 | +13,200 | New Buy | 13,200 | $45.38 |
| Q3 2019 | -41,098 | Sold Out | 0 | $0.00 |
| Q2 2019 | -3,000 | Reduce 6.80% | 41,098 | $40.29 |
| Q1 2019 | -33,400 | Reduce 43.10% | 44,098 | $36.55 |
| Q4 2018 | -100 | Reduce 0.13% | 77,498 | $31.45 |
| Q3 2018 | -3,200 | Reduce 3.96% | 77,598 | $39.34 |
| Q2 2018 | +80,798 | New Buy | 80,798 | $37.62 |
Jeremy Grantham's Fidelity National Financial Investment FAQs
Jeremy Grantham first purchased Fidelity National Financial, Inc. (FNF) in Q2 2018, acquiring 80,798 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Fidelity National Financial, Inc. (FNF) for 31 quarters since Q2 2018.
Jeremy Grantham's largest addition to Fidelity National Financial, Inc. (FNF) was in Q4 2022, adding 934,090 shares worth $35.14 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 12,106 shares of Fidelity National Financial, Inc. (FNF), valued at approximately $660,867.
As of the Q4 2025 filing, Fidelity National Financial, Inc. (FNF) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Fidelity National Financial, Inc. (FNF) was 1,078,990 shares, as reported at the end of Q1 2023.