STEPHENS INC /AR/ FIHL β€” FIDELIS INSURANCE HOLDINGS L

Ownership history in STEPHENS INC /AR/  Β·  3 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported FIDELIS INSURANCE HOLDINGS L (FIHL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows FIHL at 0.06% 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 STEPHENS INC /AR/'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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

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 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 STEPHENS INC /AR/ 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 267,329 +30,124 +12.7% 0.06% $5.1M 2026-04-28 $21.17
2025 Q4 ADDED β€” β€” β€” 237,205 +54,759 +30.0% 0.06% $4.6M 2026-02-05 $19.37
2025 Q3 INITIATED β€” β€” β€” 182,446 β€” β€” 0.04% $3.3M 2025-10-27 $18.22

FAQ About STEPHENS INC /AR/ and FIHL

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

How long has STEPHENS INC /AR/ reported owning FIHL?

STEPHENS INC /AR/ reported FIHL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FIHL position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for FIHL was 0.06% in 2026 Q1.

What is the latest reported FIHL position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 267,329 shares, equal to 0.06% of portfolio, with an estimated market value of $5.1M.

What does the chart on this FIHL ownership page compare?

The chart compares STEPHENS INC /AR/'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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