13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

FIDELIS INSURANCE HOLDINGS L

169 institutions still hold FIDELIS INSURANCE HOLDINGS L as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G3398L118·169 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.7%
vs prior quarter
13F value held
$1.0B
59.0% inst. owned
of float
Holders
169
+120 QoQ
filers reporting
Activity
+34 / −104
+897 added · −818 reduced
this quarter
Concentration
18.28%
Crestview Partners III GP, L.P. #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported FIDELIS INSURANCE HOLDINGS L in Q1 2026. Crestview Partners III GP, L.P. leads at 18.3% of the visible book. +120 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Crestview Partners III GP, L.P.
CIK 0001703027
$186M9.7M95.43%Q1 202602
COOPERMAN LEON G
CIK 0000898382
$153M8.0M5.01%Q1 202603
Pine Brook Road Advisors, L.P.
CIK 0001630691
$138M7.2M100.00%Q1 202604
TRAVELERS COMPANIES, INC.
CIK 0000086312
$127M6.6M100.00%Q1 202605
Crestview Partners IV GP, L.P.
CIK 0001818687
$86M4.5M25.99%Q1 202606
BlackRock, Inc.
CIK 0002012383
$63M3.3M0.00%Q1 202607
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$54M2.8M0.01%Q1 202608
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$25M1.3M0.01%Q1 202609
LOOMIS SAYLES & CO L P
CIK 0000312348
$24M1.3M0.03%Q1 202610
ROYCE & ASSOCIATES LP
CIK 0000906304
$23M1.2M0.22%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$17M908K0.00%Q1 202612
STATE STREET CORP
CIK 0000093751
$17M875K0.00%Q1 202613
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$17M866K0.00%Q1 202614
NFC Investments, LLC
CIK 0001512858
$16M809K4.47%Q4 202515
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$14M736K0.28%Q1 202616
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$13M680K0.00%Q1 202617
JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 0000884414
$13M674K0.05%Q1 202618
MORGAN STANLEY
CIK 0000895421
$12M603K0.00%Q1 202619
CLOUGH CAPITAL PARTNERS L P
CIK 0001276144
$11M597K1.10%Q1 202620
UBS Group AG
CIK 0001610520
$11M553K0.00%Q1 2026
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