Vault-13

FIDELIS INSURANCE HOLDINGS L PLGO

COM · Common Stock · CUSIP G3398L118

188 institutional holders +25 vs Q1 2026
66,098,37966.1m shares reported held*
$1.6bnreported value*
39 new 71 added 58 reduced 14 sold out net sold ≈ $57.2m (-2.4m 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 ($13.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.35.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q2 23: 45Q3 23: 69Q4 23: 84Q1 24: 108Q2 24: 119Q3 24: 127Q4 24: 158Q1 25: 159Q2 25: 156Q3 25: 147Q4 25: 155Q1 26: 163Q2 26: 188188Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 202345
Q3 202369
Q4 202384
Q1 2024108
Q2 2024119
Q3 2024127
Q4 2024158
Q1 2025159
Q2 2025156
Q3 2025147
Q4 2025155
Q1 2026163
Q2 2026188

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 64 bought or addedQ3 24: 61 cut or sold outQ4 24: 94 bought or addedQ4 24: 48 cut or sold outQ4 24Q1 25: 88 bought or addedQ1 25: 74 cut or sold outQ2 25: 84 bought or addedQ2 25: 77 cut or sold outQ2 25Q3 25: 75 bought or addedQ3 25: 73 cut or sold outQ4 25: 82 bought or addedQ4 25: 73 cut or sold outQ4 25Q1 26: 77 bought or addedQ1 26: 72 cut or sold outQ2 26: 110 bought or addedQ2 26: 72 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246461
Q4 20249448
Q1 20258874
Q2 20258477
Q3 20257573
Q4 20258273
Q1 20267772
Q2 202611072

Biggest buyers

COOPERMAN LEON G Added +527,063+527.1k
DIMENSIONAL FUND ADVISORS LP Added +409,741+409.7k
ALGERT GLOBAL LLC Added +356,391+356.4k
ACADIAN ASSET MANAGEMENT LLC Added +342,206+342.2k
RENAISSANCE TECHNOLOGIES LLC Added +274,943+274.9k
TWO SIGMA INVESTMENTS, LP Added +269,464+269.5k
Point72 Asset Management, L.P. New +222,880+222.9k
AMERICAN CENTURY COMPANIES INC Added +186,667+186.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +174,044+174.0k
FEDERATED HERMES, INC. Added +150,374+150.4k

Biggest sellers

Pine Brook Road Advisors, L.P. Reduced -1,440,000-1.4m
LOOMIS SAYLES & CO L P Reduced -1,172,450-1.2m
WELLINGTON MANAGEMENT GROUP LLP Sold out -865,771-865.8k
TRAVELERS COMPANIES, INC. Reduced -824,589-824.6k
UBS Group AG Reduced -269,101-269.1k
BlackRock, Inc. Reduced -220,436-220.4k
RAYMOND JAMES FINANCIAL INC Reduced -215,040-215.0k
GOLDMAN SACHS GROUP INC Reduced -194,149-194.1k
Burkehill Global Management, LP Sold out -150,000-150.0k
Cerity Partners LLC Reduced -119,561-119.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Crestview Partners III GP, L.P. 13G · exempt (held before listing) +0.9 pts · filed 2026-02-17 13.8% +0.9 pts 14.3m≈ $347.0m 2026-02-17
COOPERMAN LEON G 13G · passive investor +0.1 pts · filed 2026-08-11 10.0% +0.1 pts 8.6m≈ $208.5m 2026-08-11
Shelf Holdco II Ltd 13G · exempt (held before listing) filed 2025-07-10 9.4% 10.4m≈ $243.3m 2025-07-10
SPFM Holdings, LLC 13G · exempt (held before listing) -0.8 pts · filed 2026-08-07 7.0% -0.8 pts 5.8m≈ $141.4m 2026-08-07
Pine Brook Road Advisors, L.P. 13G · exempt (held before listing) -1.4 pts · filed 2026-08-13 7.0% -1.4 pts 5.8m≈ $140.5m 2026-08-13
LSV ASSET MANAGEMENT 13G · institution new · filed 2026-05-12 5.7% new 4.9m≈ $118.9m 2026-05-12

Fell to 5% or below in the last year: CVC Capital Partners VI Ltd (0.0%, 2026-05-12)

Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Crestview Partners III GP, L.P. 100.00% of their portfolio NEW YORK, NY 9,739,6759.7m $237.2m $237.2m 100.00% Unchanged
2 COOPERMAN LEON G 5.84% of their portfolio BOCA RATON, FL 8,511,4118.5m $207.3m $207.3m 5.84% Added +527.1k +527,063
3 TRAVELERS COMPANIES, INC. 99.85% of their portfolio NEW YORK, NY 5,808,2315.8m $141.4m $141.4m 99.85% Reduced -824.6k -824,589
4 Pine Brook Road Advisors, L.P. 100.00% of their portfolio BEDFORD, NY 5,769,9215.8m $140.5m $140.5m 100.00% Reduced -1.4m -1,440,000
5 LSV ASSET MANAGEMENT 0.21% of their portfolio CHICAGO, IL 4,763,7404.8m $116.0m $116.0m 0.21% Reduced -117.9k -117,900
6 Crestview Partners IV GP, L.P. 22.66% of their portfolio NEW YORK, NY 4,511,7994.5m $109.9m $109.9m 22.66% Unchanged
7 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 3,232,8303.2m $78.7m $78.7m 0.01% Added +409.7k +409,741
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,080,0653.1m $75.0m $75.0m 0.00% Reduced -220.4k -220,436
9 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 1,499,6251.5m $36.5m $36.5m 0.02% Added +186.7k +186,667
10 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 1,079,9401.1m $26.3m $26.3m 0.21% Reduced -109.6k -109,561
11 NFC Investments, LLC 5.69% of their portfolio MEMPHIS, TN 918,112918.1k $22.4m $22.4m 5.69% Added +1.7k +1,700
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 824,688824.7k $20.1m $20.1m 0.00% Reduced -50.6k -50,612
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 714,315714.3k $17.4m $17.4m 0.00% Reduced -194.1k -194,149
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.31% of their portfolio HOUSTON, TX 713,921713.9k $17.4m $17.4m 0.31% Reduced -21.9k -21,894
15 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 694,239694.2k $16.9m $16.9m 0.01% Added +269.5k +269,464
16 CLOUGH CAPITAL PARTNERS L P 1.19% of their portfolio Boston, MA 597,947597.9k $14.6m $14.6m 1.19% Added +573 +573
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 595,409595.4k $14.5m $14.5m 0.00% Reduced -84.9k -84,877
18 JACOBS LEVY EQUITY MANAGEMENT, INC 0.05% of their portfolio FLORHAM PARK, NJ 592,494592.5k $14.4m $14.4m 0.05% Reduced -81.8k -81,845
19 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 545,092545.1k $13.3m $13.3m 0.00% Added +33.1k +33,144
20 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 524,626524.6k $12.8m $12.8m 0.00% Reduced -9.2k -9,195
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 518,646518.6k $12.6m $12.6m 0.00% Reduced -84.4k -84,387
22 CSM Advisors, LLC 0.27% of their portfolio WARRENDALE, PA 510,706510.7k $12.4m $12.4m 0.27% Added +94.1k +94,140
23 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 452,549452.5k $11.0m $11.0m 0.00% Added +17.9k +17,851
24 Balyasny Asset Management L.P. 0.02% of their portfolio Chicago, IL 452,008452.0k $11.0m $11.0m 0.02% Reduced -37.6k -37,640
25 Empowered Funds, LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 451,921451.9k $11.0m $11.0m 0.06% Added +8.1k +8,106
26 Hillsdale Investment Management Inc. 0.24% of their portfolio Toronto, A6 423,700423.7k $10.3m $10.3m 0.24% Added +38.2k +38,200
27 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 411,624411.6k $10.0m $10.0m 0.01% Added +148.2k +148,204
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 382,649382.6k $9.3m $9.3m 0.00% Added +174.0k +174,044
29 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 371,977372.0k $9.0m $9.0m 0.01% Added +342.2k +342,206
30 ALGERT GLOBAL LLC 0.11% of their portfolio SAN FRANCISCO, CA 369,071369.1k $9.0m $9.0m 0.11% Added +356.4k +356,391
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 355,868355.9k $8.8m $8.8m 0.00% Reduced -64.0k -64,047
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 320,661320.7k $7.8m $7.8m 0.00% Added +88.7k +88,700
33 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 301,643301.6k $7.3m $7.3m 0.01% Added +274.9k +274,943
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 284,045284.0k $6.9m $6.9m 0.00% Reduced -269.1k -269,101
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 283,179283.2k $6.9m $6.9m 0.00% Reduced -39.0k -39,027
36 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 268,249268.2k $6.5m $6.5m 0.07% Added +920 +920
37 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 256,555256.6k $6.2m $6.2m 0.01% Reduced -8.9k -8,875
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 245,617245.6k $6.0m $6.0m 0.00% Added +33.8k +33,793
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 237,799237.8k $5.8m $5.8m 0.00% Added +83.7k +83,695
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 230,580230.6k $5.6m $5.6m 0.00% Reduced -74.0k -73,969
41 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 222,880222.9k $5.4m $5.4m 0.01% New
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 193,931193.9k $4.7m $4.7m 0.00% Added +707 +707
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 152,491152.5k $3.7m $3.7m 0.00% Added +31.2k +31,237
44 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 152,202152.2k $3.7m $3.7m 0.01% Added +150.4k +150,374
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 148,388148.4k $3.6m $3.6m 0.00% Reduced -6.7k -6,713
46 DIVERSIFIED TRUST CO 0.05% of their portfolio MEMPHIS, TN 139,108139.1k $3.4m $3.4m 0.05% Added +208 +208
47 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 138,027138.0k $3.4m $3.4m 0.00% Added +102.5k +102,464
48 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 137,548137.5k $3.3m $3.3m 0.02% Reduced -17.9k -17,947
49 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 132,043132.0k $3.2m $3.2m 0.00% Reduced -19.2k -19,208
50 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 117,874117.9k $2.9m $2.9m 0.01% Added +43.2k +43,200
51 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 115,994116.0k $2.8m $2.8m 0.00% Reduced -16.8k -16,848
52 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 99,94899.9k $2.4m $2.4m 0.00% Added +37.7k +37,745
53 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 95,81495.8k $2.3m $2.3m 0.01% Reduced -15.5k -15,538
54 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 94,98495.0k $2.3m $2.3m 0.00% Reduced -5.5k -5,509
55 Kendall Capital Management 0.37% of their portfolio ROCKVILLE, MD 91,46591.5k $2.2m $2.2m 0.37% Added +8.2k +8,170
56 DENALI ADVISORS LLC 0.22% of their portfolio SAN DIEGO, CA 91,30091.3k $2.2m $2.2m 0.22% New
57 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 88,07988.1k $2.1m $2.1m 0.00% Reduced -13.2k -13,190
58 Man Group plc 0.00% of their portfolio LONDON, X0 86,86486.9k $2.1m $2.1m 0.00% Reduced -103.1k -103,069
59 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 85,89785.9k $2.1m $2.1m 0.00% Reduced -1.2m -1,172,450
60 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 80,53480.5k $2.0m $2.0m 0.02% New
61 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 75,05175.1k $1.8m $1.8m 0.01% Added +22 +22
62 Knights of Columbus Asset Advisors LLC 0.09% of their portfolio NEW HAVEN, CT 73,84973.8k $1.8m $1.8m 0.09% Added +523 +523
63 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 71,42371.4k $1.7m $1.7m 0.00% Reduced -215.0k -215,040
64 Point Nemo Capital, LLC 0.88% of their portfolio DRIPPING SPRINGS, TX 71,27771.3k $1.7m $1.7m 0.88% Added +7.1k +7,060
65 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 70,15670.2k $1.7m $1.7m 0.00% Reduced -9.9k -9,950
66 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio BALA CYNWYD, PA 67,06367.1k $1.6m $1.6m 0.03% Added +16.2k +16,190
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 62,91662.9k $1.5m $1.5m 0.00% Reduced -6.2k -6,172
68 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 62,41862.4k $1.5m $1.5m 0.02% Reduced -52.8k -52,761
69 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 60,30860.3k $1.5m $1.5m 0.02% New
70 DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio NEW YORK, NY 59,24559.2k $1.4m $1.4m 0.09% New
71 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 54,81054.8k $1.0m $1.0m 0.00% Reduced -5.2k -5,200
72 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio CHARLOTTE, NC 54,45254.5k $1.3m $1.3m 0.02% Reduced -12.2k -12,246
73 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 50,38350.4k $1.2m $1.2m 0.01% Added +38.1k +38,149
74 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 49,73049.7k $1.2m $1.2m 0.01% Added +35.2k +35,231
75 GSA CAPITAL PARTNERS LLP 0.07% of their portfolio LONDON, X0 46,65746.7k $1.1m $1.1m 0.07% Reduced -40.5k -40,462
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 46,37346.4k $1.1m $1.1m 0.00% Reduced -2.7k -2,678
77 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 43,64943.6k $1.1m $1.1m 0.01% New
78 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,87141.9k $1.0m $1.0m 0.00% Added +7.8k +7,764
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 40,41140.4k $984.0k $984.0k 0.00% Added +25.1k +25,100
80 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 40,24440.2k $979.9k $979.9k 0.01% Added +174 +174
81 Lighthouse Investment Partners, LLC 0.03% of their portfolio Palm Beach Gardens, FL 39,12639.1k $952.7k $952.7k 0.03% Added +20.9k +20,946
82 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 38,75138.8k $943.6k $943.6k 0.00% Added +18.0k +17,974
83 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 36,02936.0k $877.3k $877.3k 0.00% Added +9.0k +9,038
84 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 35,53835.5k $865.4k $865.4k 0.02% New
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 35,24935.2k $859.0k $859.0k 0.00% Reduced -4.4k -4,353
86 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 32,32032.3k $787.0k $787.0k 0.02% New
87 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 32,20332.2k $784.2k $784.2k 0.00% Added +21.7k +21,713
88 Quantbot Technologies LP 0.03% of their portfolio NEW YORK, NY 31,62031.6k $769.9k $769.9k 0.03% Added +15.9k +15,855
89 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 31,50731.5k $767.2k $767.2k 0.00% Added +10.4k +10,367
90 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 31,50031.5k $767.0k $767.0k 0.00% New
91 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 29,48029.5k $717.8k $717.8k 0.01% Reduced -21.7k -21,720
92 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 29,43229.4k $716.7k $716.7k 0.00% Added +3.2k +3,186
93 FOX RUN MANAGEMENT, L.L.C. 0.12% of their portfolio GREENWICH, CT 28,49928.5k $694.0k $694.0k 0.12% Reduced -7.9k -7,894
94 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 25,99726.0k $633.0k $633.0k 0.00% Reduced -6.3k -6,328
95 OPTIMIZE FINANCIAL INC. 0.22% of their portfolio IRVINE, CA 25,49525.5k $620.8k $620.8k 0.22% Reduced -88 -88
96 Sound Capital Solutions LLC 0.15% of their portfolio NAPLES, FL 25,49525.5k $620.8k $620.8k 0.15% First filing
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 24,34524.3k $592.8k $592.8k 0.00% Reduced -1.4k -1,450
98 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 23,17923.2k $564.4k $564.4k 0.00% New
99 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 23,02823.0k $560.7k $560.7k 0.01% New
100 Weiss Asset Management LP 0.01% of their portfolio BOSTON, MA 22,40022.4k $545.4k $545.4k 0.01% Not comparable