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Fidelis Insurance Holdings L shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelis Insurance Holdings L (FIHL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelis Insurance Holdings L

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All positions including Fidelis Insurance Holdings L held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelis Insurance Holdings L by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 171k 18.15
2025-06-30 $1.1M 68k 16.58
2025-03-31 $231k 14k 16.20
2024-12-31 $384k 21k 18.13

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Top funds holding Fidelis Insurance Holdings L

CVC Management Holdings II
Crestview Partners III GP
Pine Brook Road Advisors
Travelers Companies
Omega Advisors
Crestview Partners IV GP
BlackRock
LSV Asset Management
Dimensional Fund Advisors
American Century Companies
Royce & Associates
Loomis, Sayles and
Wellington Management Company
Balyasny Asset Management
Millennium Management

View all funds holding Fidelis Insurance Holdings L