Fidelis Insurance Holdings Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CVC MANAGEMENT HOLDINGS II LTD. | 11/14/2025 | 12.67 M | $230.01 M | 0.00% | 11.67% |
| CRESTVIEW PARTNERS III GP, L.P. | 11/14/2025 | 9.74 M | $176.78 M | 0.00% | 8.97% |
| PINE BROOK ROAD ADVISORS, L.P. | 10/28/2025 | 7.21 M | $130.86 M | 0.00% | 6.64% |
| TRAVELERS COMPANIES, INC. | 11/12/2025 | 7.20 M | $130.72 M | 0.00% | 6.63% |
| COOPERMAN LEON G | 11/14/2025 | 6.66 M | $120.92 M | 14.75% | 6.13% |
| CRESTVIEW PARTNERS IV GP, L.P. | 11/14/2025 | 4.51 M | $81.89 M | 0.00% | 4.15% |
| BLACKROCK, INC. | 11/12/2025 | 3.42 M | $62.02 M | 0.18% | 3.15% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 3.00 M | $54.37 M | -3.97% | 2.76% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.62 M | $47.61 M | 16.29% | 2.42% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.22 M | $40.33 M | -38.91% | 2.05% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 1.59 M | $28.88 M | 2,333.45% | 1.46% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 1.25 M | $22.77 M | -3.71% | 1.16% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.20 M | $21.74 M | -14.97% | 1.10% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 960.66 K | $17.44 M | 24.32% | 0.88% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 924.38 K | $16.78 M | 113.91% | 0.85% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 900.00 K | $16.34 M | 784.40% | 0.83% |
| STATE STREET CORP | 11/14/2025 | 890.13 K | $16.16 M | -3.41% | 0.82% |
| MORGAN STANLEY | 11/14/2025 | 793.52 K | $14.40 M | -6.33% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 758.68 K | $13.77 M | 3.11% | 0.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 709.80 K | $12.88 M | -3.68% | 0.65% |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 11/14/2025 | 636.91 K | $11.56 M | 36.65% | 0.59% |
| CLOUGH CAPITAL PARTNERS L P | 11/14/2025 | 607.05 K | $11.02 M | -0.49% | 0.56% |
| NUVEEN, LLC | 11/12/2025 | 558.08 K | $10.13 M | -61.02% | 0.51% |
| NFC INVESTMENTS, LLC | 11/12/2025 | 536.38 K | $9.74 M | 74.63% | 0.49% |
| VANGUARD GROUP INC | 11/07/2025 | 495.44 K | $8.99 M | -1.91% | 0.46% |
| JPMORGAN CHASE & CO | 11/26/2025 | 494.15 K | $8.97 M | -47.29% | 0.45% |
| UBS GROUP AG | 11/13/2025 | 476.35 K | $8.65 M | 217.15% | 0.44% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 466.68 K | $8.47 M | 5.16% | 0.43% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 466.23 K | $8.46 M | 26.46% | 0.43% |
| NORTHERN TRUST CORP | 11/14/2025 | 364.02 K | $6.61 M | -5.46% | 0.34% |
| CSM ADVISORS, LLC | 11/14/2025 | 360.62 K | $6.55 M | 13.84% | 0.33% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 349.47 K | $6.34 M | -60.01% | 0.32% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 338.98 K | $6.15 M | 442.93% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 295.97 K | $5.37 M | 56.35% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 272.20 K | $4.94 M | 22.66% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 235.76 K | $4.28 M | -9.87% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 233.04 K | $4.23 M | -37.32% | 0.21% |
| MAN GROUP PLC | 11/14/2025 | 205.15 K | $3.72 M | -38.06% | 0.19% |
| HRT FINANCIAL LP | 11/14/2025 | 200.98 K | $3.65 M | 176.71% | 0.19% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 185.67 K | $3.37 M | -20.67% | 0.17% |
| STEPHENS INC /AR/ | 10/27/2025 | 182.45 K | $3.31 M | 100.00% | 0.17% |
| CREATIVE PLANNING | 11/14/2025 | 171.25 K | $3.11 M | 150.32% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 166.78 K | $3.03 M | 2.38% | 0.15% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 160.83 K | $2.92 M | -57.41% | 0.15% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 153.44 K | $2.78 M | 324.42% | 0.14% |
| JANE STREET GROUP, LLC | 11/14/2025 | 141.62 K | $2.57 M | 500.36% | 0.13% |
| BARCLAYS PLC | 11/12/2025 | 138.69 K | $2.52 M | 40.28% | 0.13% |
| DIVERSIFIED TRUST CO | 10/20/2025 | 135.90 K | $2.47 M | -1.12% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 129.47 K | $2.35 M | -45.20% | 0.12% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 95.29 K | $1.73 M | 59.25% | 0.09% |
Fidelis Insurance Holdings Limited institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Fidelis Insurance Holdings Limited. The most heavily invested institutionals were:
CVC Management Holdings II Ltd.: 12.67 M
Crestview Partners III GP, L.P.: 9.74 M
Pine Brook Road Advisors, L.P.: 7.21 M
TRAVELERS COMPANIES, INC.: 7.2 M
COOPERMAN LEON G: 6.66 M
Crestview Partners IV GP, L.P.: 4.51 M
74.22% of Fidelis Insurance Holdings Limited stock is owned by institutional investors.
Institutional investors have bought a total of 103.42 M shares in the last 24 months. This purchase volume represents approximately $1.87 B in transactions.