Fidelis Insurance Holdings Ltd. Ownership Pattern for Latest - Insider, Institutional, Mutual Fund shareholdings

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Fidelis Insurance Holdings Ltd. ownership pattern - Insider holdings, Institutional, Mutual Fund holding changes for Latest

Promoter Shareholding trend

Institutional Shareholding trend

MF Shareholding Trends

No of Institutions holding shares

Institutional Investors holding remains unchanged at 77.81% in Feb 2025

Mutual Funds have increased holdings from 20.13% to 20.32% in Feb 2025.

Fidelis Insurance Holdings Ltd. Top Institutional (13F) Shareholders

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Fidelis Insurance Holdings Ltd. institutional ownership and trend

Name	Holding Percent	Current Shares Owned	Value (USD Mn)	Holding 1M change percent	Holding 2M change percent	Holding 3M change	Holding 3M change percent	Date
CVC Capital Partners VI Ltd	14.7%	18,506,328	288.5	0%	0%	0	0%	31 Dec, 2023
Crestview Partners III GP, L.P.	8.77%	9,802,138	152.8	0%	0%	0	0%	31 Dec, 2024
PINE BROOK ROAD ADVISORS P	6.45%	7,209,921	112.4	0%	0%	0	0%	31 Dec, 2024
St Paul Travelers Companies Inc	6.44%	7,202,354	112.3	0%	0%	0	0%	31 Dec, 2024
Crestview Partners IV GP, L.P.	4.21%	4,707,902	73.4	0%	0%	0	0%	31 Dec, 2024
Cooperman Leon G	3.37%	3,763,759	58.7	0%	0%	261,693	7.47%	31 Dec, 2024
American Century Companies Inc	3.2%	3,577,018	55.8	0%	0%	225,952	6.74%	31 Dec, 2024
Wellington Management Company LLP	2.9%	3,240,681	50.5	0%	0%	162,524	5.28%	31 Dec, 2024
BlackRock Inc	2.72%	3,041,173	47.4	0%	0%	-25,314	-0.83%	31 Dec, 2024
Zimmer Partners LP	1.58%	1,764,551	27.5	0%	0%	1,764,551	100%	31 Dec, 2024
Citadel Advisors Llc	1.4%	1,569,863	24.5	0%	0%	1,517,927	2,922.69%	31 Dec, 2024
LSV Asset Management	1.21%	1,347,756	21.0	0%	0%	1,347,756	100%	31 Dec, 2024
FMR Inc	1.17%	1,308,302	20.4	0%	0%	8,722	0.67%	31 Dec, 2024
Loomis, Sayles & Company LP	1.04%	1,166,264	18.2	0%	0%	510,699	77.9%	31 Dec, 2024
Federated Hermes Inc	0.99%	1,108,108	17.3	0%	0%	11,200	1.02%	31 Dec, 2024
Morgan Stanley - Brokerage Accounts	0.91%	1,021,250	15.9	0%	0%	-274,348	-21.18%	31 Dec, 2024
Victory Capital Management Inc.	0.75%	834,080	13.0	0%	0%	-27,770	-3.22%	31 Dec, 2024
Boston Partners Global Investors, Inc	0.74%	829,000	12.9	0%	0%	-370,403	-30.88%	31 Dec, 2024
Millennium Management LLC	0.74%	825,772	12.9	0%	0%	532,110	181.2%	31 Dec, 2024
Nuveen Asset Management, LLC	0.73%	820,886	12.8	0%	0%	-277,169	-25.24%	31 Dec, 2024
State Street Corp	0.73%	815,089	12.7	0%	0%	63,743	8.48%	31 Dec, 2024
UBS Group AG	0.64%	715,261	11.2	0%	0%	668,417	1,426.9%	31 Dec, 2024
Bridgeway Capital Management, LLC	0.6%	675,559	10.5	0%	0%	122,851	22.23%	31 Dec, 2024
Clough Capital Partners, LP	0.56%	628,977	9.8	0%	0%	0	0%	31 Dec, 2024
Geode Capital Management, LLC	0.55%	615,575	9.6	0%	0%	-12,041	-1.92%	31 Dec, 2024

180 Results

*All financials are in $ Million

Fidelis Insurance Holdings Ltd. Top Mutual Fund Shareholders

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Fidelis Insurance Holdings Ltd. MF ownership and trend

Name	Holding Percent	Current Shares Owned	Value (USD Mn)	Holding 1M change	Holding 1M change percent	Holding 2M change	Holding 2M change percent	Holding 3M change	Holding 3M change percent	Date
American Century U.S. Small Cap Value	1.46%	1,629,669	25.4	0	0%	0	0%	-20,331	-1.23%	31 Dec, 2024
American Century Small Cap Value Fund	1.46%	1,629,669	25.4	0	0%	0	0%	-20,331	-1.23%	31 Dec, 2024
iShares Russell 2000 ETF	1.22%	1,358,931	21.2	-15,987	-1.16%	-3,285	-0.23%	-5,475	-0.38%	28 Feb, 2025
Avantis US Small Cap Value ETF	1.08%	1,203,820	18.8	2,970	0.25%	2,123	0.18%	628	0.06%	28 Feb, 2025
Victory RS Small Cap Value Collective Fd	0.7%	813,870	12.7	0	0%	0	0%	0	0%	31 Dec, 2023
Federated Hermes MDT SCC Institutional	0.57%	640,112	10.0	0	0%	0	0%	0	0%	31 Dec, 2024
Federated Hermes MDT Small Cap Core Fund	0.57%	640,112	10.0	0	0%	0	0%	0	0%	31 Dec, 2024
Victory RS Partners Fund	0.53%	589,880	9.2	0	0%	0	0%	0	0%	31 Dec, 2024
RS Small Cap Value Comp	0.53%	589,880	9.2	0	0%	0	0%	0	0%	31 Dec, 2024
Fidelity Small Cap Index Fund	0.46%	517,741	8.1	0	0%	0	0%	-9,896	-1.88%	31 Dec, 2024
iShares Russell 2000 Value ETF	0.43%	484,426	7.6	-4,676	-0.96%	3,280	0.68%	-13,776	-2.72%	28 Feb, 2025
EA Bridgeway Omni Small-Cap Value ETF	0.4%	450,156	7.0	0	0%	1,256	0.28%	624	0.14%	28 Feb, 2025
Nuveen Quant Small Cap Equity Fund	0.38%	427,410	6.7	0	0%	-2,970	-0.69%	0	0%	31 Jan, 2025
JHancock Small Cap Value Fund	0.3%	335,453	5.2	0	0%	-33,255	-9.02%	21,930	6.32%	31 Jan, 2025
Federated Hermes MDT SCG Institutional	0.3%	332,119	5.2	0	0%	0	0%	0	0%	31 Dec, 2024
Federated Hermes MDT Small Cap Growth Fd	0.3%	332,119	5.2	0	0%	0	0%	0	0%	31 Dec, 2024
Column Small Cap Select Fund	0.27%	306,011	4.8	0	0%	0	0%	-216,007	-41.38%	31 Dec, 2024
JHVIT Small Cap Value Trust	0.27%	300,259	4.7	0	0%	0	0%	13,945	4.87%	31 Jan, 2025
American Century US Small Cap Val Eq Tr	0.23%	256,544	4.0	0	0%	0	0%	20,829	8.84%	31 Dec, 2024
State Street Russell Small/Mid Cap®	0.23%	254,699	4.0	0	0%	0	0%	0	0%	28 Feb, 2025
Wellington CIF Small Cap Value	0.22%	248,952	3.9	0	0%	0	0%	53,655	27.47%	31 Dec, 2024
Bridgeway Omni Small-Cap Value	0.22%	242,000	3.8	0	0%	0	0%	100,000	70.42%	31 Dec, 2024
Bridgeway Omni Small-Cap Value Fund	0.22%	242,000	3.8	0	0%	0	0%	100,000	70.42%	31 Dec, 2024
Vanguard Russell 2000 Index Fund	0.21%	235,808	3.7	7,349	3.22%	-15,136	-6.21%	-1,569	-0.64%	28 Feb, 2025
Multi-Manager Small Cap Equity Strat Fd	0.21%	232,337	3.6	75,446	48.09%	37,852	31.8%	28,152	30.97%	28 Feb, 2025

445 Results

*All financials are in $ Million

26.88% Fall from 52W High

Fidelis Insurance Holdings Ltd. Ownership Pattern for Latest - Insider, Institutional, Mutual Fund shareholdings

Fidelis Insurance Holdings Ltd. ownership pattern - Insider holdings, Institutional, Mutual Fund holding changes for Latest

Promoter Shareholding trend

Institutional Shareholding trend

MF Shareholding Trends

No of Institutions holding shares

Institutional Investors holding remains unchanged at 77.81% in Feb 2025

Mutual Funds have increased holdings from 20.13% to 20.32% in Feb 2025.

Fidelis Insurance Holdings Ltd. Top Institutional (13F) Shareholders

Fidelis Insurance Holdings Ltd. institutional ownership and trend

Fidelis Insurance Holdings Ltd. Top Mutual Fund Shareholders

Fidelis Insurance Holdings Ltd. MF ownership and trend

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