Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Fidelity National Financial, Inc. Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$34.83 - $46.96 $225,175 - $303,596	-6,465 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$44.9 - $55.87 $339,982 - $423,047	-7,572 Reduced 53.94%	6,465 $316,000
Q4 2021 Feb 14, 2022	SELL	$45.67 - $52.62 $164,183 - $189,168	-3,595 Reduced 20.39%	14,037 $732,000
Q3 2021 Nov 02, 2021	BUY	$42.21 - $49.06 $744,246 - $865,025	17,632 New	17,632 $799,000
Q2 2020 Aug 12, 2020	SELL	$23.25 - $35.7 $239,265 - $367,388	-10,291 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$21.34 - $49.21 $83,972 - $193,641	3,935 Added 61.91%	10,291 $256,000
Q4 2019 Feb 13, 2020	BUY	$43.67 - $48.19 $277,566 - $306,295	6,356 New	6,356 $288,000

Others Institutions Holding FNF

# of Institutions

733

Shares Held

213M

Call Options Held

298K

Put Options Held

97.4K

Black Rock Inc. New York, NY

39.1M
Shares

$2.19 Billion
0.04% of portfolio
Vanguard Group Inc Valley Forge, PA

26.9M
Shares

$1.51 Billion
0.03% of portfolio
Windacre Partnership LLC Houston, TX

16M
Shares

$899 Million
13.21% of portfolio
State Street Corp Boston, MA

9.32M
Shares

$523 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.03M
Shares

$450 Million
0.1% of portfolio

View Full List

About Fidelity National Financial, Inc.

Ticker FNF
Exchange NYSE
Sector Financial Services
Industry Insurance—Specialty
Shares Outstandng 276,316,992
Market Cap $15.5B
Description
Fidelity National Financial, Inc., together with its subsidiaries, provides various insurance products in the United States. The company operates through Title, F&G, and Corporate and Other segments. It offers title insurance, escrow, and other title related services, including trust activities, trustee sales guarantees, recordings and recon...

More about FNF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account