FIHL β€” FIDELIS INSURANCE HOLDINGS L

Ownership history in Diversified Trust Co  Β·  7 quarters on record

AI Ownership Summary

Diversified Trust Co reported FIDELIS INSURANCE HOLDINGS L (FIHL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows FIHL at 0.05% 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 Diversified Trust Co'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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 Diversified Trust Co 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 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 138,900 β€” 0% 0.05% $2.7M 2026-04-16 $20.20
2025 Q4 ADDED 138,900 +3,000 +2.2% 0.05% $2.7M 2026-01-09 $18.87
2025 Q3 REDUCED 135,900 -1,541 -1.1% 0.05% $2.5M 2025-10-20 $18.02
2025 Q2 ADDED 137,441 +1,541 +1.1% 0.05% $2.3M 2025-07-11 $15.59
2025 Q1 UNCHANGED 135,900 β€” 0% 0.05% $2.2M 2025-04-24 $16.24
2024 Q4 REDUCED 135,900 -133 -0.1% 0.06% $2.5M 2025-01-07 $16.58
2024 Q3 INITIATED 136,033 β€” β€” 0.06% $2.5M 2024-10-07 $16.66

FAQ About Diversified Trust Co and FIHL

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

How long has Diversified Trust Co reported owning FIHL?

Diversified Trust Co reported FIHL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FIHL position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for FIHL was 0.06% in 2024 Q3.

What is the latest reported FIHL position on this page?

The most recent filing on this page is 2026 Q1, when Diversified Trust Co reported 138,900 shares, equal to 0.05% of portfolio, with an estimated market value of $2.7M.

What does the chart on this FIHL ownership page compare?

The chart compares Diversified Trust Co'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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