Vault-13

FAIRFAX FINANCIAL HOLDINGS FRFHF

COM · Common Stock · CUSIP 303901102

20 institutional holders -1 vs Q4 2025
83,93883.9k shares reported held*
$143.0mreported value*
2 new 2 added 4 reduced 3 sold out net sold ≈ $4.1m (-2.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1703.31.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 9Q4 22: 12Q1 23: 13Q2 23: 13Q3 23: 15Q4 23: 17Q1 24: 21Q2 24: 20Q3 24: 20Q4 24: 18Q1 25: 17Q2 25: 20Q3 25: 19Q4 25: 21Q1 26: 2020Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20229
Q4 202212
Q1 202313
Q2 202313
Q3 202315
Q4 202317
Q1 202421
Q2 202420
Q3 202420
Q4 202418
Q1 202517
Q2 202520
Q3 202519
Q4 202521
Q1 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q2 24: 7 bought or addedQ2 24: 9 cut or sold outQ3 24: 6 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 4 bought or addedQ4 24: 10 cut or sold outQ1 25: 4 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 6 cut or sold outQ3 25: 1 bought or addedQ3 25: 9 cut or sold outQ3 25Q4 25: 8 bought or addedQ4 25: 2 cut or sold outQ1 26: 4 bought or addedQ1 26: 7 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202479
Q3 202469
Q4 2024410
Q1 202545
Q2 202576
Q3 202519
Q4 202582
Q1 202647

Biggest buyers

HUNTINGTON NATIONAL BANK New +1,000+1.0k
Poehling Capital Management, INC. Added +400+400
CHECK CAPITAL MANAGEMENT INC/CA Added +86+86
McIlrath & Eck, LLC New +7+7

Biggest sellers

Heritage Wealth Advisors Sold out -2,677-2.7k
Front Street Capital Management, Inc. Sold out -1,025-1.0k
ATLAS CAPITAL ADVISORS INC. Reduced -147-147
Elgethun Capital Management Reduced -31-31
Mraz, Amerine & Associates, Inc. Reduced -14-14
PNC Financial Services Group, Inc. Sold out -8-8
LANARK FINANCIAL, INC. Reduced -2-2

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mraz, Amerine & Associates, Inc. 7.31% of their portfolio Modesto, CA 29,10229.1k $49.6m $49.6m 7.31% Reduced -14 -14
2 Elgethun Capital Management 6.99% of their portfolio SIOUX FALLS, SD 24,82024.8k $42.3m $42.3m 6.99% Reduced -31 -31
3 Poehling Capital Management, INC. 6.69% of their portfolio MADISON, WI 18,64918.6k $31.8m $31.8m 6.69% Added +400 +400
4 Mn Services Vermogensbeheer B.V. 0.09% of their portfolio THE HAGUE, P7 7,6537.7k $13.0m $13.0m 0.09% Unchanged
5 KAHN BROTHERS GROUP INC 0.31% of their portfolio NEW YORK, NY 1,0181.0k $1.7m $1.7m 0.31% Unchanged
6 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 1,0001.0k $1.7m $1.7m 0.01% New
7 ATLAS CAPITAL ADVISORS INC. 0.07% of their portfolio JACKSON, WY 348348 $593.0k $593.0k 0.07% Reduced -147 -147
8 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 257257 $437.4k $437.4k 0.01% Unchanged
9 LOUNTZIS ASSET MANAGEMENT, LLC 0.15% of their portfolio WYOMISSING, PA 244244 $415.8k $415.8k 0.15% Unchanged
10 CHECK CAPITAL MANAGEMENT INC/CA 0.02% of their portfolio COSTA MESA, CA 219219 $372.0k $372.0k 0.02% Added +86 +86
11 Williams Jones Wealth Management, LLC. 0.00% of their portfolio NEW YORK, NY 200200 $340.4k $340.4k 0.00% Unchanged
12 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 153153 $260.5k $260.5k 0.02% Reduced -2 -2
13 Boit C F David 0.08% of their portfolio BOSTON, MA 100100 $170.2k $170.2k 0.08% Unchanged
14 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 9898 $166.8k $166.8k 0.01% Unchanged
15 Coston, McIsaac & Partners 0.02% of their portfolio BAR HARBOR, ME 4040 $68.0k $68.0k 0.02% Unchanged
16 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 1212 $20.4k $20.4k 0.00% Unchanged
17 McMillan Office, Inc. 0.00% of their portfolio ST. CLAIR SHORES, MI 1212 $20.4k $20.4k 0.00% Unchanged
18 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 77 $11.9k $11.9k 0.00% New
19 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 55 $8.5k $8.5k 0.00% Unchanged
20 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 11 $2.0k $2.0k 0.00% Unchanged