S&P 500: 681.27 -1.5% NASDAQ 100: 600.74 -2.0% Dow Jones: 494.67 -1.3%

First American Financial Corporation

FAF Financials
$66.47 +$2.13 (3.31%)
Market Cap: $6.77 B
Gurus Holding
12
Popularity Rank
#238
% of Shares Held
6.40%
Net Activity (Q3 2025)
+$44.83 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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $433.25 M.

Top institutional holders include John Rogers and Manning & Napier Group.

Institutional sentiment is currently Bullish. This is evidenced by a $44.83 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Ray Dalio reduced exposure by 90.5%.

Key Holders

Top 5 by Value

$239.31 M
$35.47 M
$24.1 M
$17.53 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$54.03 M
Total Buy Value
New Buys 2
Additions 5
-$9.2 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for First American Financial Corporation (FAF)

Major holders include John Rogers ($239.31 M), Manning & Napier Group ($63.69 M), Cliff Asness ($35.47 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 6.52 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $44.83 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited FAF. The total reported sell value was $9.2 M.

Yes, 2 managers opened new positions in FAF, and 5 increased their existing holdings. The total reported buy value was $54.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.56% Add 6.3% 3,725,184 $239.31 M Q3 2025
0.83% New Buy 1,026,480 $63.69 M Q4 2025
0.02% Add 72.5% 552,123 $35.47 M Q3 2025
0.01% Reduce -7.1% 392,276 $24.1 M Q4 2025
1.57% Add 19.1% 272,828 $17.53 M Q3 2025
0.02% New Buy 194,945 $12.52 M Q3 2025
0.03% New Buy 109,264 $6.71 M Q4 2025
0.01% New Buy 78,554 $5.05 M Q3 2025
0.01% Reduce -73.5% 70,200 $4.31 M Q4 2025
0.02% Reduce -24.8% 64,224 $4.13 M Q3 2025
1.37% Add 3.1% 22,910 $1.41 M Q4 2025
0.00% Reduce -90.5% 8,963 $575,783 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form