| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Crestview Partners III GP, L.P. | 14% | +6.9% | $278,901,346 | 14,251,474 | 0% | Crestview, L.L.C. | 31 Dec 2025 | |
| Shelf Holdco II Ltd | 9.4% | $171,675,344 | 10,354,176 | Shelf Holdco II Ltd | 20 Jun 2025 | |||
| CVC Capital Partners VI Ltd | 8.3% | -28% | $168,246,617 | -$79,761,958 | 8,597,170 | -32% | CVC Falcon Holdings Limited | 31 Dec 2025 |
| COOPERMAN LEON G | 6.8% | +6.7% | $137,807,067 | +$7,422,549 | 7,041,751 | +5.7% | Cooperman Leon G. | 31 Dec 2025 |
| Abu Dhabi Investment Authority | 3.4% | $62,272,625 | 3,780,973 | Abu Dhabi Investment Authority | 31 Dec 2024 |
As of 31 Dec 2025, 152 institutional investors reported holding 77,810,717 shares of Fidelis Insurance Holdings Ltd - Common Shares, par value $0.01 per share (FIHL). This represents 75% of the company’s total 103,580,361 outstanding shares.
The largest institutional shareholders of Fidelis Insurance Holdings Ltd - Common Shares, par value $0.01 per share (FIHL) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Crestview Partners III GP, L.P. | 9.4% | 9,739,675 | 0% | 94% | $190,605,440 |
| CVC Management Holdings II Ltd. | 8.3% | 8,597,170 | -32% | 28% | $168,246,617 |
| Pine Brook Road Advisors, L.P. | 7% | 7,209,921 | 0% | 100% | $141,098,154 |
| TRAVELERS COMPANIES, INC. | 7% | 7,202,354 | 0% | 93% | $140,950,068 |
| COOPERMAN LEON G | 6.8% | 7,041,751 | +5.7% | 4.6% | $137,807,067 |
| Crestview Partners IV GP, L.P. | 4.4% | 4,511,799 | 0% | 28% | $88,295,906 |
| LSV ASSET MANAGEMENT | 4.2% | 4,377,732 | +46% | 0.19% | $85,672,000 |
| BlackRock, Inc. | 3.3% | 3,394,669 | -0.66% | 0% | $66,433,675 |
| DIMENSIONAL FUND ADVISORS LP | 2.7% | 2,787,134 | +6.2% | 0.01% | $54,544,726 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 1,409,833 | -37% | 0.01% | $27,590,432 |
| LOOMIS SAYLES & CO L P | 1.2% | 1,288,824 | +2.7% | 0.03% | $25,222,287 |
| ROYCE & ASSOCIATES LP | 1.1% | 1,187,213 | -25% | 0.24% | $23,233,758 |
| WELLINGTON MANAGEMENT GROUP LLP | 1% | 1,041,811 | -13% | 0% | $20,388,241 |
| Balyasny Asset Management L.P. | 0.93% | 960,826 | +0.02% | 0.04% | $18,803,365 |
| STATE STREET CORP | 0.84% | 871,614 | -2.1% | 0% | $17,057,486 |
| NFC Investments, LLC | 0.78% | 809,454 | +51% | 4.5% | $15,841,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.75% | 775,245 | +2.2% | 0.32% | $15,171,545 |
| GOLDMAN SACHS GROUP INC | 0.7% | 729,818 | +109% | 0% | $14,282,545 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.65% | 677,366 | -4.6% | 0% | $13,256,051 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.62% | 638,442 | +37% | 0.05% | $12,494,310 |
| Doma Perpetual Capital Management LLC | 0.61% | 636,912 | 0% | 3.5% | $12,464,368 |
| JPMORGAN CHASE & CO | 0.6% | 623,116 | +26% | 0% | $12,194,380 |
| CLOUGH CAPITAL PARTNERS L P | 0.59% | 607,054 | 0% | 1.1% | $11,880,047 |
| MILLENNIUM MANAGEMENT LLC | 0.59% | 606,158 | -34% | 0.01% | $11,862,512 |
| Nuveen, LLC | 0.52% | 534,094 | -4.3% | 0% | $10,452,219 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 77,810,717 | $1,522,752,334 | -$53,190,057 | $19.57 | 152 |
| 2025 Q3 | 80,625,530 | $1,463,326,552 | +$659,687 | $18.15 | 144 |
| 2025 Q2 | 80,896,201 | $1,341,202,934 | -$39,421,574 | $16.58 | 153 |
| 2025 Q1 | 83,707,041 | $1,356,050,640 | -$43,579,360 | $16.20 | 158 |
| 2024 Q4 | 86,198,400 | $1,562,765,194 | +$148,954,943 | $18.13 | 156 |
| 2024 Q3 | 77,886,580 | $1,406,615,722 | +$29,713,075 | $18.06 | 126 |
| 2024 Q2 | 75,989,104 | $1,239,516,300 | +$7,272,908 | $16.31 | 118 |
| 2024 Q1 | 75,373,004 | $1,468,264,035 | -$141,198,490 | $19.48 | 107 |
| 2023 Q4 | 82,800,609 | $1,049,080,937 | +$15,704,908 | $12.67 | 83 |
| 2023 Q3 | 45,987,470 | $675,096,097 | -$18,662,060 | $14.68 | 68 |
| 2023 Q2 | 47,427,776 | $647,405,617 | +$647,405,617 | $13.65 | 44 |