IFP Advisors, Inc FIHL — FIDELIS INSURANCE HOLDINGS L

Ownership history in IFP Advisors, Inc  ·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported FIDELIS INSURANCE HOLDINGS L (FIHL) in 6 quarterly 13F filings from 2025 Q1 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 IFP Advisors, Inc'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 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 Q1 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 IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held FIHL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 890 +477 +115.5% 0.00% $22K 2026-07-20 $25.56
2026 Q1 ADDED — — — 413 +2 +0.5% 0.00% $8K 2026-04-13 $19.91
2025 Q4 ADDED — — — 411 +254 +161.8% 0.00% $8K 2026-02-06 $19.12
2025 Q3 REDUCED — — — 157 -187 -54.4% 0.00% $3K 2025-12-02 $18.28
2025 Q2 ADDED — — — 344 +339 +6780.0% 0.00% $6K 2025-07-24 $15.11
2025 Q1 INITIATED — — — 5 — — 0.00% $81 2025-05-05 $16.13

🏢 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% Farther Finance Advisors, LLC 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0%

FAQ About IFP Advisors, Inc and FIHL

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

How long has IFP Advisors, Inc reported owning FIHL?

IFP Advisors, Inc reported FIHL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FIHL position in IFP Advisors, Inc'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 IFP Advisors, Inc reported 890 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this FIHL ownership page compare?

The chart compares IFP Advisors, Inc'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 IFP Advisors, Inc time their FIHL position?

Based on 13F filing dates vs. subsequent FIHL price moves, IFP Advisors, Inc correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FIHL relative to SPY over the holding period was +15.2%.

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