John Rogers's FAF Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 3.92 M shares of First American Financial Corporation (FAF) worth $240.67 M, representing 2.60% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in FAF, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 1.19 M shares. Largest reduction occurred in Q1 2015, reducing 2.01 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's First American Financial Corporation (FAF) Holding Value Over Time
Track share changes against reported price movement
Quarterly First American Financial Corporation (FAF) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +191,966 | Add 5.15% | 3.92 M | $61.44 |
| Q3 2025 | +221,115 | Add 6.31% | 3.73 M | $64.24 |
| Q2 2025 | -186,809 | Reduce 5.06% | 3.5 M | $61.39 |
| Q1 2025 | -302,277 | Reduce 7.57% | 3.69 M | $65.63 |
| Q4 2024 | +359,777 | Add 9.90% | 3.99 M | $62.44 |
| Q3 2024 | +23,681 | Add 0.66% | 3.63 M | $66.01 |
| Q2 2024 | +97,158 | Add 2.77% | 3.61 M | $53.95 |
| Q1 2024 | -143,945 | Reduce 3.94% | 3.51 M | $61.05 |
| Q4 2023 | +5,778 | Add 0.16% | 3.66 M | $64.44 |
| Q3 2023 | -187,603 | Reduce 4.89% | 3.65 M | $56.49 |
| Q2 2023 | -157,621 | Reduce 3.94% | 3.84 M | $57.02 |
| Q1 2023 | -21,788 | Reduce 0.54% | 4 M | $55.66 |
| Q4 2022 | -114,202 | Reduce 2.76% | 4.02 M | $52.34 |
| Q3 2022 | -93,177 | Reduce 2.21% | 4.13 M | $46.10 |
| Q2 2022 | +123,344 | Add 3.01% | 4.23 M | $52.92 |
| Q1 2022 | -760,617 | Reduce 15.64% | 4.1 M | $64.82 |
| Q4 2021 | -404,101 | Reduce 7.67% | 4.86 M | $78.23 |
| Q3 2021 | -143,993 | Reduce 2.66% | 5.27 M | $67.05 |
| Q2 2021 | +38,329 | Add 0.71% | 5.41 M | $62.35 |
| Q1 2021 | +1 M | Add 22.97% | 5.37 M | $56.65 |
| Q4 2020 | +839,301 | Add 23.78% | 4.37 M | $51.63 |
| Q3 2020 | +365,666 | Add 11.56% | 3.53 M | $50.91 |
| Q2 2020 | -62,416 | Reduce 1.93% | 3.16 M | $48.02 |
| Q1 2020 | -361,335 | Reduce 10.07% | 3.23 M | $42.41 |
| Q4 2019 | -169,805 | Reduce 4.52% | 3.59 M | $58.32 |
| Q3 2019 | -264,782 | Reduce 6.58% | 3.76 M | $59.01 |
| Q2 2019 | -196,153 | Reduce 4.65% | 4.02 M | $53.70 |
| Q1 2019 | -203,557 | Reduce 4.60% | 4.22 M | $51.50 |
| Q4 2018 | -25,287 | Reduce 0.57% | 4.42 M | $44.64 |
| Q3 2018 | -72,832 | Reduce 1.61% | 4.45 M | $51.59 |
| Q2 2018 | -890 | Reduce 0.02% | 4.52 M | $51.72 |
| Q1 2018 | -218,402 | Reduce 4.61% | 4.52 M | $58.68 |
| Q4 2017 | -474,518 | Reduce 9.10% | 4.74 M | $56.04 |
| Q3 2017 | -40,472 | Reduce 0.77% | 5.21 M | $49.97 |
| Q2 2017 | -249,070 | Reduce 4.53% | 5.25 M | $44.69 |
| Q1 2017 | -8,828 | Reduce 0.16% | 5.5 M | $39.28 |
| Q4 2016 | +3,635 | Add 0.07% | 5.51 M | $36.63 |
| Q3 2016 | -158,518 | Reduce 2.80% | 5.51 M | $39.28 |
| Q2 2016 | -314,492 | Reduce 5.26% | 5.67 M | $40.22 |
| Q1 2016 | -162,824 | Reduce 2.65% | 5.98 M | $38.11 |
| Q4 2015 | -790,195 | Reduce 11.40% | 6.14 M | $35.90 |
| Q3 2015 | -750,992 | Reduce 9.77% | 6.93 M | $39.07 |
| Q2 2015 | -17,985 | Reduce 0.23% | 7.69 M | $37.21 |
| Q1 2015 | -2.01 M | Reduce 20.72% | 7.7 M | $35.68 |
| Q4 2014 | -678,965 | Reduce 6.53% | 9.72 M | $33.90 |
| Q3 2014 | +990,716 | Add 10.53% | 10.4 M | $27.12 |
| Q2 2014 | -198,561 | Reduce 2.07% | 9.4 M | $27.79 |
| Q1 2014 | -361,875 | Reduce 3.63% | 9.6 M | $26.55 |
| Q4 2013 | +125,278 | Add 1.27% | 9.96 M | $28.20 |
| Q3 2013 | +1.19 M | Add 13.75% | 9.84 M | $24.35 |
| Q2 2013 | +8.65 M | Add 0.00% | 8.65 M | $22.04 |
John Rogers's First American Financial Corporation Investment FAQs
John Rogers first purchased First American Financial Corporation (FAF) in Q2 2013, acquiring 8,650,370 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held First American Financial Corporation (FAF) for 51 quarters since Q2 2013.
John Rogers's largest addition to First American Financial Corporation (FAF) was in Q2 2013, adding 8,650,370 shares worth $190.65 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 3,917,150 shares of First American Financial Corporation (FAF), valued at approximately $240.67 M.
As of the Q4 2025 filing, First American Financial Corporation (FAF) represents approximately 2.60% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in First American Financial Corporation (FAF) was 10,395,183 shares, as reported at the end of Q3 2014.