Farther Finance Advisors, LLC FIHL — FIDELIS INSURANCE HOLDINGS LTD COM

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FIDELIS INSURANCE HOLDINGS LTD COM (FIHL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows FIHL at 0.00% 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 Farther Finance Advisors, LLC's position in FIDELIS INSURANCE HOLDINGS LTD COM, 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 Q2

FIHL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

FIHL stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held FIHL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,803 +422 +30.6% 0.00% $44K 2026-07-17 $25.56
2026 Q1 REDUCED — — — 1,381 -81 -5.5% 0.00% $26K 2026-04-07 $19.09
2025 Q4 ADDED — — — 1,462 +418 +40.0% 0.00% $29K 2026-01-23 $18.36
2025 Q3 INITIATED — — — 1,044 — — 0.00% $19K 2025-10-14 $18.47

🏢 Other funds also holding FIHL

As of 2026 Q2 — sorted by position size

Diversified Trust Co 3Y 7Y 0.05% Red Door Wealth Management, LLC 3Y 0.04% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Farther Finance Advisors, LLC and FIHL

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

How long has Farther Finance Advisors, LLC reported owning FIHL?

Farther Finance Advisors, LLC reported FIHL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported FIHL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for FIHL was 0.00% in 2026 Q2.

What is the latest reported FIHL position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 1,803 shares, equal to 0.00% of portfolio, with an estimated market value of $44K.

What does the chart on this FIHL ownership page compare?

The chart compares Farther Finance Advisors, LLC'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.

How well did Farther Finance Advisors, LLC time their FIHL position?

Based on 13F filing dates vs. subsequent FIHL price moves, Farther Finance Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FIHL relative to SPY over the holding period was +30.5%.

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