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First American Financial Corporation

FAF Financials
$64.4 $-2.57 (-3.84%)
Market Cap: $6.58 B
Gurus Holding
10
Popularity Rank
#410
% of Shares Held
4.63%
Net Activity (Q2 2026)
-$104.36 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 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $304.41 M.

Top institutional holders include John Rogers and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $104.36 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 75.5%. Conversely, Manning & Napier Group reduced exposure by 94.9%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$11.58 M
Total Buy Value
New Buys 1
Additions 3
-$115.94 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
4

FAQs for First American Financial Corporation (FAF)

Major holders include John Rogers ($221.53 M), Cliff Asness ($33.54 M), Ken Fisher ($21.73 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.73 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $104.36 M, with 4 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited FAF. The total reported sell value was $115.94 M.

Yes, 1 managers opened new positions in FAF, and 3 increased their existing holdings. The total reported buy value was $11.58 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 -2.2% 357,780 $21.73 M Q3 2026
1.74% Add 9.1% 288,508 $19.79 M Q2 2026
0.02% Add 75.5% 250,200 $15.2 M Q3 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
1.14% Reduce -1.9% 17,862 $1.08 M Q3 2026
0.01% Reduce -34.2% 11,900 $722,806 Q3 2026
0.00% Reduce -65.3% 8,747 $599,957 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form