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First American Financial Corporation

FAF Financials
$59.23 $-1.06 (-1.76%)
Market Cap: $6.04 B
Gurus Holding
12
Popularity Rank
#281
% of Shares Held
7.07%
Net Activity (Q4 2025)
+$98.6 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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $426.47 M.

Top institutional holders include John Rogers and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $98.6 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 90.4%.

Key Holders

Top 5 by Value

$240.67 M
$63.77 M
$24.1 M
$17.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$118.57 M
Total Buy Value
New Buys 2
Additions 5
-$19.97 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for First American Financial Corporation (FAF)

Major holders include John Rogers ($240.67 M), Cliff Asness ($63.77 M), Manning & Napier Group ($63.69 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 7.2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $98.6 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited FAF. The total reported sell value was $19.97 M.

Yes, 2 managers opened new positions in FAF, and 5 increased their existing holdings. The total reported buy value was $118.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.60% Add 5.2% 3,917,150 $240.67 M Q4 2025
0.03% Add 88.0% 1,037,854 $63.77 M Q4 2025
0.83% New Buy 1,026,480 $63.69 M Q4 2025
0.01% Reduce -7.1% 392,276 $24.1 M Q4 2025
0.02% Add 50.2% 292,815 $17.99 M Q4 2025
1.53% Reduce -0.4% 271,863 $16.7 M Q4 2025
0.03% New Buy 109,264 $6.71 M Q4 2025
0.01% Reduce -73.5% 70,200 $4.31 M Q4 2025
0.01% Reduce -45.2% 35,229 $2.16 M Q4 2025
1.37% Add 3.1% 22,910 $1.41 M Q4 2025
0.00% Add 86.0% 16,669 $1.02 M Q4 2025
0.00% Reduce -90.4% 7,584 $465,961 Q4 2025
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Value
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Position / Chg
SEC Form