CITIZENS FINANCIAL GROUP INC/RI FIHL β€” FIDELIS INSURANCE HOLDINGS L

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  Β·  6 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported FIDELIS INSURANCE HOLDINGS L (FIHL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FIHL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIHL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in FIDELIS INSURANCE HOLDINGS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FIHL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITIZENS FINANCIAL GROUP INC/RI held FIHL β€” position size vs. price
% of Fund (quarterly)    FIHL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 40,070 β€” 0% 0.01% $766K 2026-05-01 $21.08
2025 Q4 REDUCED β€” β€” β€” 40,070 -140 -0.3% 0.01% $784K 2026-01-30 $18.77
2025 Q3 UNCHANGED β€” β€” β€” 40,210 β€” 0% 0.01% $730K 2025-10-24 $17.87
2025 Q2 UNCHANGED β€” β€” β€” 40,210 β€” 0% 0.01% $667K 2025-08-08 $16.28
2025 Q1 UNCHANGED β€” β€” β€” 40,210 β€” 0% 0.01% $651K 2025-05-09 $16.40
2024 Q4 INITIATED β€” β€” β€” 40,210 β€” β€” 0.01% $729K 2025-02-07 $16.06

🏒 Other funds also holding FIHL

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and FIHL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning FIHL?

CITIZENS FINANCIAL GROUP INC/RI reported FIHL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FIHL position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for FIHL was 0.01% in 2024 Q4.

What is the latest reported FIHL position on this page?

The most recent filing on this page is 2026 Q1, when CITIZENS FINANCIAL GROUP INC/RI reported 40,070 shares, equal to 0.01% of portfolio, with an estimated market value of $766K.

What does the chart on this FIHL ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly FIHL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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