FAFNYSETitle InsuranceFiscal year ends December 31
First American Financial Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$64.82−0.10 (-0.15%)
Close on Oct 19, 2026
- Market cap
- $6.68B
- P/E (TTM)
- 9.0
- Dividend yield
- 3.36%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.7%
100M of 102M shares
Institutional holders
473
81 new, 43 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
3 buys · 4 sales
Net bought $2.94M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,485,534 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
| Abigail P. Johnson | 9,250,705 | 9.00% | 13G (passive) amendment | Jun 30, 2025 |
| FMR LLC | 6,046,742 | 5.90% | 13G (passive) | Dec 31, 2024 |
| Boston Partners | 5,443,149 | 5.29% | 13G (passive) | Jun 30, 2025 |
| Vanguard Portfolio Management | 5,237,093 | 5.11% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,165,870 | 5.04% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FAF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,382,850 | 9.19% | $643.57M | +156,988 | 0.01% |
| FMR LLC | 9,160,791 | 8.97% | $628.34M | +112 | 0.03% |
| Boston Partners | 5,841,231 | 5.72% | $400.82M | +92,007 | 0.36% |
| Vanguard Portfolio Management LLC | 5,410,437 | 5.30% | $371.10M | +194,442 | 0.02% |
| Dimensional Fund Advisors LP | 4,897,760 | 4.80% | $335.94M | +261,296 | 0.06% |
| Vanguard Capital Management LLC | 4,422,387 | 4.33% | $303.33M | +31,997 | 0.01% |
| State Street Corp | 3,389,352 | 3.32% | $232.48M | +123,778 | 0.01% |
| Ariel Investments, LLC | 3,229,706 | 3.16% | $221.53M | −609,296 | 2.21% |
| Lsv Asset Management | 2,315,857 | 2.27% | $158.85K | New | 0.29% |
| Arrowstreet Capital, Limited Partnership | 1,977,842 | 1.94% | $135.66M | +693,425 | 0.06% |
| Geode Capital Management, LLC | 1,868,020 | 1.83% | $128.16M | +12,880 | 0.01% |
| First Trust Advisors LP | 1,715,719 | 1.68% | $117.68M | +410,899 | 0.07% |
| Capital World Investors | 1,695,676 | 1.66% | $116.31M | −174,324 | 0.01% |
| Reinhart Partners, LLC. | 1,553,234 | 1.52% | $106.54M | +28,534 | 2.43% |
| American Century Companies Inc | 1,527,817 | 1.50% | $104.79M | +458,028 | 0.05% |
| Wellington Management Group Llp | 1,524,879 | 1.49% | $104.59M | −435,594 | 0.02% |
| Morgan Stanley | 1,508,362 | 1.48% | $103.46M | −176,104 | 0.01% |
| Davis Asset Management, L.P. | 1,500,000 | 1.47% | $102.89M | – | 2.61% |
| Channing Capital Management, LLC | 1,425,763 | 1.40% | $97.79M | −42,483 | 2.25% |
| Norges Bank | 1,245,979 | 1.22% | $85.46M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 473 | 100M | 97.7% | 81 / 166 | 143 / 43 | 14M | 10M |
| Q1 2026 | 442 | 96M | 94.0% | 48 / 168 | 158 / 55 | 22M | 11M |
| Q4 2025 | 457 | 95M | 92.9% | 69 / 154 | 153 / 48 | 10M | 6M |
| Q3 2025 | 445 | 91M | 88.9% | 65 / 151 | 154 / 42 | 9M | 10M |
| Q2 2025 | 425 | 92M | 90.3% | 42 / 152 | 154 / 58 | 12M | 10M |
| Q1 2025 | 444 | 90M | 88.4% | 79 / 152 | 147 / 36 | 7M | 7M |
| Q4 2024 | 406 | 91M | 89.5% | 60 / 136 | 132 / 41 | 9M | 6M |
| Q3 2024 | 395 | 90M | 88.2% | 60 / 127 | 140 / 52 | 20M | 10M |
| Q2 2024 | 389 | 90M | 87.9% | 42 / 131 | 156 / 57 | 6M | 8M |
| Q1 2024 | 406 | 92M | 90.6% | 66 / 146 | 121 / 42 | 8M | 8M |
| Q4 2023 | 387 | 93M | 90.9% | 67 / 111 | 147 / 44 | 8M | 4M |
| Q3 2023 | 368 | 89M | 86.7% | 51 / 115 | 135 / 35 | 6M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FAF | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,483,892 | 3.41% | $238.96M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,075,817 | 3.01% | $210.97M | 0.01% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 2,269,050 | 2.22% | $155.63M | 0.67% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,220,947 | 2.18% | $152.33M | 0.08% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,650,000 | 1.62% | $113.17M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,406,359 | 1.38% | $96.46M | 0.14% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,168,629 | 1.14% | $80.16M | 0.08% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 1,135,294 | 1.11% | $85.14M | 0.34% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,064,691 | 1.04% | $70.51M | 0.26% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,043,616 | 1.02% | $71.58M | 0.63% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,036,621 | 1.02% | $77.74M | 0.35% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 852,497 | 0.83% | $63.93M | 0.72% | Jul 31, 2026 |
| Fidelity Equity Dividend Income Fund | 848,900 | 0.83% | $56.22M | 0.70% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 752,878 | 0.74% | $56.46M | 0.29% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 750,316 | 0.73% | $56.27M | 0.33% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Edward Seaton | Chief Executive Officer, Director | 232,081 | 0.23% | Jun 24, 2026 |
| Kenneth D. Degiorgio | Chief Executive Officer, Director | 390,117 | 0.38% | Feb 26, 2025 |
| Steven A. Adams | VP & Chief Accounting Officer | 10,234 | 0.01% | Jul 28, 2026 |
| Lisa W. Cornehl | SVP, Chief Legal Officer | 29,656 | 0.03% | Jun 24, 2026 |
| Matthew F. Wajner | EVP, Chief Financial Officer | 52,997 | 0.05% | Jun 24, 2026 |
| Dennis J. Gilmore | Director | 479,374 | 0.47% | Jun 24, 2026 |
| Margaret M. McCarthy | Director | 24,024 | 0.02% | Apr 28, 2026 |
| Reginald Harold Gilyard | Director | 25,127 | 0.02% | Feb 23, 2026 |
| Deborah Wahl | Director | 5,756 | 0.01% | Feb 23, 2026 |
| Marsha A. Spence | Director | 9,530 | 0.01% | Feb 23, 2026 |
| Michael D. McKee | Director | 56,063 | 0.05% | Feb 23, 2026 |
| Parker S. Kennedy | Director | 2,419,516 | 2.37% | Feb 23, 2026 |
| James L. Doti | Director | 71,597 | 0.07% | Feb 23, 2026 |
| Mark C. Oman | Director | 53,394 | 0.05% | Feb 23, 2026 |
| Jeffrey J. Dailey | Director | 2,824 | 0.00% | Feb 23, 2026 |
| Martha B. Wyrsch | Director | 18,601 | 0.02% | Feb 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven A. Adams VP & Chief Accounting Officer | Jul 24, 2026 | Sale | −0 | $75.43 | $0 | 10,234 |
| Steven A. Adams VP & Chief Accounting Officer | Jul 24, 2026 | Sale | −3,252.6 | $74.99 | $243.91K | 10,234 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Jun 22, 2026 | Tax withholding | −160 | $68.63 | $10.98K | 29,656 |
| Dennis J. Gilmore Director | Jun 22, 2026 | Award | +14,570 | – | – | 477,031 |
| Mark Edward Seaton Chief Executive Officer, Director | Jun 22, 2026 | Tax withholding | −2,372 | $68.63 | $162.79K | 232,081 |
| Matthew F. Wajner EVP, Chief Financial Officer | Jun 22, 2026 | Tax withholding | −619 | $68.63 | $42.48K | 52,997 |
| Lisa W. Cornehl SVP, Chief Legal Officer | May 5, 2026 | Sale | −5,823.47 | $68.63 | $399.66K | 29,635 |
| Dennis J. Gilmore Director | Apr 29, 2026 | Returned to company | −13,311 | – | – | 462,441 |
| Margaret M. McCarthy Director | Apr 24, 2026 | Sale | −6,630 | $70.59 | $468.01K | 24,024 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 24, 2026 | Tax withholding | −670 | $66.34 | $44.45K | 53,234 |
| Mark Edward Seaton Chief Executive Officer | Feb 24, 2026 | Tax withholding | −5,323 | $66.34 | $353.13K | 231,745 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −381 | $66.34 | $25.28K | 13,107 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 24, 2026 | Tax withholding | −1,753 | $66.34 | $116.29K | 35,279 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 23, 2026 | Tax withholding | −835 | $67.36 | $56.25K | 53,904 |
| Mark Edward Seaton Chief Executive Officer | Feb 23, 2026 | Tax withholding | −7,030 | $67.36 | $473.54K | 237,068 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −509 | $67.36 | $34.29K | 13,488 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 23, 2026 | Tax withholding | −1,563 | $67.36 | $105.28K | 37,032 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 19, 2026 | Award | +3,351 | – | – | 13,997 |
| Reginald Harold Gilyard Director | Feb 19, 2026 | Award | +2,418 | – | – | 25,127 |
| Michael D. McKee Director | Feb 19, 2026 | Award | +2,418 | – | – | 56,063 |
| Dennis J. Gilmore Director | Feb 19, 2026 | Award | +2,418 | – | – | 475,622 |
| Marsha A. Spence Director | Feb 19, 2026 | Award | +2,418 | – | – | 9,530 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 19, 2026 | Award | +16,210 | – | – | 54,739 |
| Parker S. Kennedy Director | Feb 19, 2026 | Award | +2,418 | – | – | 253,970 |
| Margaret M. McCarthy Director | Feb 19, 2026 | Award | +2,418 | – | – | 30,608 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 19, 2026 | Award | +12,076 | – | – | 38,595 |
| Jeffrey J. Dailey Director | Feb 19, 2026 | Award | +2,418 | – | – | 2,824 |
| Mark Edward Seaton Chief Executive Officer | Feb 19, 2026 | Award | +65,084 | – | – | 244,098 |
| Deborah Wahl Director | Feb 19, 2026 | Award | +2,418 | – | – | 5,756 |
| Mark C. Oman Director | Feb 19, 2026 | Award | +2,418 | – | – | 53,394 |
| James L. Doti Director | Feb 19, 2026 | Award | +2,418 | – | – | 71,597 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 17, 2026 | Tax withholding | −3,722 | $67.22 | $250.19K | 26,519 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 17, 2026 | Tax withholding | −2,174 | $67.22 | $146.14K | 38,529 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 17, 2026 | Tax withholding | −1,190 | $67.22 | $79.99K | 10,646 |
| Mark Edward Seaton Chief Executive Officer | Feb 17, 2026 | Tax withholding | −13,658 | $67.22 | $918.09K | 179,014 |
| Parker S. Kennedy Director | Feb 17, 2026 | Buy | +14,841 | $67.70 | $1.00M | 221,552 |
| Parker S. Kennedy Director | Feb 17, 2026 | Buy | +30,000 | $67.92 | $2.04M | 251,552 |
| Parker S. Kennedy Director | Feb 13, 2026 | Buy | +15,000 | $67.17 | $1.01M | 206,711 |
| Mark Edward Seaton Chief Executive Officer | Feb 4, 2026 | Award | +17,460 | – | – | 192,672 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 4, 2026 | Award | +4,982 | – | – | 30,241 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 4, 2026 | Award | +2,050 | – | – | 11,836 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 4, 2026 | Award | +2,735 | – | – | 40,703 |
| Jeffrey J. Dailey Director | Dec 22, 2025 | Award | +406 | – | – | 406 |
| Dennis J. Gilmore Director | Dec 3, 2025 | Gift | −15,743 | – | – | 473,070 |
| Parker S. Kennedy Director | Nov 10, 2025 | Gift | −2,950 | – | – | 2,165,546 |
| James L. Doti Director | Aug 28, 2025 | Sale | −7,692 | $65.17 | $501.29K | 69,091 |
| Margaret M. McCarthy Director | Aug 13, 2025 | Sale | −3,500 | $65.63 | $229.70K | 28,095 |
| Matthew F. Wajner EVP, CFO & Treasurer | Jun 20, 2025 | Award | +3,331 | – | – | 37,793 |
| Dennis J. Gilmore Director | Jun 20, 2025 | Award | +12,980 | – | – | 488,683 |
| Mark Edward Seaton Chief Executive Officer | Jun 20, 2025 | Award | +12,763 | – | – | 173,336 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Jun 20, 2025 | Award | +865 | – | – | 24,970 |
| Dennis J. Gilmore Director | Jun 4, 2025 | Gift | −17,544 | – | – | 475,680 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 25, 2025 | Sale | −3,057 | $65.49 | $200.20K | 23,825 |
| Mark Edward Seaton EVP & Chief Financial Officer | Feb 25, 2025 | Sale | −37,321 | $65.27 | $2.44M | 158,491 |
| Mark C. Oman Director | Feb 24, 2025 | Award | +2,522 | – | – | 50,889 |
| James L. Doti Director | Feb 24, 2025 | Award | +2,522 | – | – | 76,693 |
| Kenneth D. Degiorgio Chief Executive Officer, Director | Feb 24, 2025 | Award | +65,601 | – | – | 389,989 |
| Kenneth D. Degiorgio Chief Executive Officer, Director | Feb 24, 2025 | Tax withholding | −19,788 | $63.42 | $1.25M | 370,201 |
| Reginald Harold Gilyard Director | Feb 24, 2025 | Award | +2,522 | – | – | 21,939 |
| Michael D. McKee Director | Feb 24, 2025 | Award | +2,522 | – | – | 53,558 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven A. Adams Officer | Jul 24, 2026 | 3,253 | $243.92K | Jul 24, 2026 | Dividend Reinvestment |
| Lisa W. Cornehl Officer | May 5, 2026 | 5,824 | $399.65K | May 5, 2026 | Restricted Stock Vesting |
| Margaret M. McCarthy Director | Apr 24, 2026 | 6,630 | $468.01K | Apr 24, 2026 | Restricted Stock Vesting |
| James L. Doti Director | Aug 28, 2025 | 7,692 | $501.30K | Aug 28, 2025 | Restricted Stock Vesting |
| Margaret M. McCarthy Director | Aug 13, 2025 | 3,500 | $229.71K | Aug 13, 2025 | Restricted Stock Vesting |
| Kenneth D. Degiorgio Former Officer, Director | Apr 24, 2025 | 250,669 | $15.74M | Apr 24, 2025 | Restricted Stock Vesting |
| Lisa W. Cornehl Officer | Feb 25, 2025 | 3,057 | $200.22K | Feb 25, 2025 | Restricted Stock Vesting |
| Mark Edward Seaton Officer | Feb 25, 2025 | 37,321 | $2.44M | Feb 25, 2025 | Restricted Stock Vesting |
| Mark Edward Seaton Officer | Feb 24, 2025 | 12,679 | $814.95K | Feb 24, 2025 | Restricted Stock Vesting |
| Dennis J. Gilmore Director | Feb 14, 2025 | 111,971 | $7.12M | Feb 14, 2025 | Restricted Stock Vesting |
| Steven A. Adams Officer | Oct 29, 2024 | 2,337 | $149.01K | Oct 29, 2024 | Restricted Stock Vesting |
| Steven a. Adams Officer | Nov 15, 2023 | 1,800 | $101.16K | Nov 15, 2023 | Dividend Reinvestment |