Jeremy Grantham's FNF Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 17,471 shares of Fidelity National Financial, Inc. (FNF) worth $1.06 M, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +80,798 | New Buy | 80,798 | $37.62 |
| Q3 2018 | -3,200 | Reduce 3.96% | 77,598 | $39.34 |
| Q4 2018 | -100 | Reduce 0.13% | 77,498 | $31.45 |
| Q1 2019 | -33,400 | Reduce 43.10% | 44,098 | $36.55 |
| Q2 2019 | -3,000 | Reduce 6.80% | 41,098 | $40.29 |
| Q3 2019 | -41,098 | Sold Out | 41,098 | $0.00 |
| Q4 2019 | +13,200 | New Buy | 13,200 | $45.38 |
| Q1 2020 | +51,799 | Add 392.42% | 64,999 | $24.88 |
| Q2 2020 | +5,233 | Add 8.05% | 70,232 | $30.66 |
| Q3 2020 | -17,100 | Reduce 24.35% | 53,132 | $31.32 |
| Q4 2020 | -21,341 | Reduce 40.17% | 31,791 | $39.10 |
| Q1 2021 | +27,301 | Add 85.88% | 59,092 | $40.67 |
| Q2 2021 | +161,403 | Add 273.14% | 220,495 | $43.46 |
| Q3 2021 | +95,320 | Add 43.23% | 315,815 | $45.34 |
| Q4 2021 | +181,433 | Add 57.45% | 497,248 | $52.18 |
| Q1 2022 | +56,352 | Add 11.33% | 553,600 | $48.84 |
| Q2 2022 | +141,300 | Add 25.52% | 694,900 | $36.96 |
| Q3 2022 | +11,600 | Add 1.67% | 706,500 | $36.20 |
| Q4 2022 | +227,590 | Add 32.21% | 934,090 | $37.62 |
| Q1 2023 | +144,900 | Add 15.51% | 1.08 M | $34.93 |
| Q2 2023 | -103,442 | Reduce 9.59% | 975,548 | $36.00 |
| Q3 2023 | -149,814 | Reduce 15.36% | 825,734 | $41.30 |
| Q4 2023 | -205,431 | Reduce 24.88% | 620,303 | $51.02 |
| Q1 2024 | -45,176 | Reduce 7.28% | 575,127 | $53.10 |
| Q2 2024 | -2,222 | Reduce 0.39% | 572,905 | $49.42 |
| Q3 2024 | -347,912 | Reduce 60.73% | 224,993 | $62.06 |
| Q4 2024 | -201,977 | Reduce 89.77% | 23,016 | $56.14 |
| Q1 2025 | +4,282 | Add 18.60% | 27,298 | $65.08 |
| Q2 2025 | -9,827 | Reduce 36.00% | 17,471 | $56.06 |
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 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Fidelity National Financial, Inc. (FNF) was in Q4 2022, adding 934,090 shares worth $35.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 17,471 shares of Fidelity National Financial, Inc. (FNF), valued at approximately $1.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Fidelity National Financial, Inc. (FNF) was 1,078,990 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.