FAF
First American Financial Corporation · Financial Services · Insurance - Specialty
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones -1.6% ·
nuevas posiciones netas +20.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 146.41K | $8.78M | n/a | −1 |
| Q2 2026 | 119 | +3 | 70.77M | $4.85B | +8 | −6 |
| Q1 2026 | 120 | -3 | 67.02M | $4.04B | +6 | −10 |
| Q4 2025 | 124 | 0 | 72.06M | $4.42B | +1 | n/a |
| Q3 2025 | 21 | +1 | 40.79M | $2.62B | +1 | −1 |
| Q2 2025 | 18 | -2 | 41.00M | $2.52B | n/a | −2 |
| Q1 2025 | 17 | +4 | 13.69M | $898.66M | +4 | n/a |
| Q4 2024 | 13 | -1 | 13.91M | $868.78M | n/a | −1 |
| Q3 2024 | 13 | +1 | 10.54M | $695.60M | +2 | −1 |
| Q2 2024 | 12 | n/a | 5.49M | $296.33M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 3.49M | +0.4% | $229.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 3.19M | -26.2% | $209.55M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.77M | +4.8% | $116.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 1.73M | -0.3% | $113.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Norges Bank ✦ (pasivo) | 1.37M | +12.9% | $89.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 671.62K | +51.2% | $44.06M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Fisher Asset Management ✦ | 489.83K | -4.8% | $32.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 292.19K | +150.2% | $19.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 145.70K | -26.4% | $9.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 131.01K | +211.9% | $8.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 93.90K | Nuevo | $6.16M | 0.0% | New | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 77.06K | +8.5% | $5.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 68.51K | Nuevo | $4.50M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 66.29K | Nuevo | $4.35M | 0.0% | New | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 46.53K | -11.3% | $3.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 44.11K | +59.3% | $2.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 4.63K | Nuevo | $303,604 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $6.16M | 0.0% |
| Arrowstreet Capital | $4.50M | 0.0% |
| Bridgewater Associates | $4.35M | 0.0% |
| Marshall Wace | $303,604 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 431 tenedores, 95.68M acciones, $5.64B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.