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First American Financial Corporation

FAF Financials
$73.86 $-0.2 (-0.27%)
Market Cap: $7.54 B
Gurus Holding
11
Popularity Rank
#349
% of Shares Held
4.54%
Net Activity (Q2 2026)
-$104.22 M

Guru Ownership Trend

Guru Analysis for First American Financial Corporation (FAF)

First American Financial Corporation (FAF), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $342.46 M.

Top institutional holders include John Rogers and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $104.22 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Manning & Napier Group reduced exposure by 94.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$11.43 M
Total Buy Value
New Buys 1
Additions 2
-$115.64 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for First American Financial Corporation (FAF)

Major holders include John Rogers ($221.53 M), Cliff Asness ($33.54 M), Ken Fisher ($25.1 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $104.22 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited FAF. The total reported sell value was $115.64 M.

Yes, 1 managers opened new positions in FAF, and 2 increased their existing holdings. The total reported buy value was $11.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.21% Reduce -15.9% 3,229,706 $221.53 M Q2 2026
0.01% Reduce -10.1% 491,667 $33.54 M Q2 2026
0.01% Reduce -1.5% 365,948 $25.1 M Q2 2026
1.74% Add 9.1% 288,508 $19.79 M Q2 2026
0.01% New Buy 142,543 $9.78 M Q2 2026
0.04% Reduce -94.9% 48,389 $3.33 M Q2 2026
0.00% Reduce -8.5% 22,094 $1.52 M Q2 2026
1.22% Add 0.0% 18,202 $1.25 M Q2 2026
0.01% Reduce -85.5% 15,804 $952,823 Q1 2026
0.00% Reduce -65.3% 8,747 $599,957 Q2 2026
0.01% New Buy 5,000 $301,450 Q1 2026
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Value
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SEC Form