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First American Financial Corporation

FAF Financials
$68.2 +$0.36 (0.53%)
Market Cap: $6.95 B
Gurus Holding
11
Popularity Rank
#331
% of Shares Held
6.05%
Net Activity (Q1 2026)
-$62.43 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $420.54 M.

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

Institutional sentiment is currently Bearish. This is evidenced by a $62.43 M net outflow during the quarter.

Recent activity highlights Glenn Greenberg who opened a new position. Conversely, Jefferies Group reduced exposure by 85.5%.

Key Holders

Top 5 by Value

$231.45 M
$32.99 M
$22.39 M
$15.94 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$815,060.67
Total Buy Value
New Buys 1
Additions 1
-$63.25 M
Total Sell Value
Reductions 9
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
11
Net Buyers
2

FAQs for First American Financial Corporation (FAF)

Major holders include John Rogers ($231.45 M), Manning & Napier Group ($57.47 M), Cliff Asness ($32.99 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.17 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $62.43 M, with 2 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 2 fully exited FAF. The total reported sell value was $63.25 M.

Yes, 1 managers opened new positions in FAF, and 1 increased their existing holdings. The total reported buy value was $815,060.67.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.59% Reduce -2.0% 3,839,002 $231.45 M Q1 2026
0.81% Reduce -7.1% 953,168 $57.47 M Q1 2026
0.02% Reduce -47.3% 547,114 $32.99 M Q1 2026
0.01% Reduce -5.3% 371,430 $22.39 M Q1 2026
1.59% Reduce -2.7% 264,468 $15.94 M Q1 2026
0.01% Reduce -64.9% 102,707 $6.19 M Q1 2026
0.01% Add 51.1% 25,188 $1.52 M Q1 2026
0.00% Reduce -31.5% 24,148 $1.46 M Q1 2026
1.31% Reduce -20.6% 18,200 $1.1 M Q1 2026
0.01% Reduce -85.5% 15,804 $952,823 Q1 2026
0.01% New Buy 5,000 $301,450 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form