Fidelis Insurance Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of U0K?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	608,830	0.545%
Sovereign Wealth Funds	8,580,973	7.68%
General Public	9,143,381	8.18%
Private Companies	11,507,581	10.3%
VC/PE Firms	37,502,309	33.6%
Institutions	44,383,289	39.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.65% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	CVC Capital Partners plc	15,782,348	€277.0m	0%	38.32%
13%	Crestview Advisors, L.L.C.	14,510,040	€254.7m	0%	23.02%
10.3%	Shelf Holdco Ltd.	11,507,581	€202.0m	0%	no data
7.68%	Abu Dhabi Investment Authority	8,580,973	€150.6m	-29.1%	1.12%
6.45%	Pine Brook Road Partners, LLC	7,209,921	€126.5m	0%	72.76%
6.45%	The Travelers Companies, Inc, Asset Management Arm	7,202,354	€126.4m	0%	99.56%
3.14%	Capital Z Partners Management, LLC	3,511,343	€61.6m	0%	100.0%
3.13%	Omega Advisors, Inc.	3,502,066	€61.5m	27.5%	2.53%
3%	American Century Investment Management Inc	3,351,066	€58.8m	2.62%	0.03%
2.76%	Wellington Management Group LLP	3,078,157	€54.0m	76.4%	0.01%
2.74%	BlackRock, Inc.	3,066,487	€53.8m	16%	no data
1.16%	FMR LLC	1,299,580	€22.8m	0.02%	no data
1.09%	Morgan Stanley, Investment Banking and Brokerage Investments	1,220,021	€21.4m	25.8%	no data
1.07%	Boston Partners Global Investors, Inc.	1,199,403	€21.1m	-6.93%	0.01%
0.98%	Federated Hermes, Inc.	1,096,908	€19.3m	1.69%	0.05%
0.98%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,092,737	€19.2m	2.73%	no data
0.81%	Bridgeway Capital Management, LLC	908,416	€15.9m	0%	0.26%
0.77%	Victory Capital Management Inc.	861,850	€15.1m	-15.7%	0.01%
0.68%	Russell Investment Management, LLC	754,675	€13.2m	-16.4%	0.02%
0.67%	State Street Global Advisors, Inc.	751,346	€13.2m	-2.87%	no data
0.59%	Loomis Sayles & Company, L.P.	655,565	€11.5m	12.8%	0.01%
0.56%	Clough Capital Partners, LP	628,977	€11.0m	0%	1.2%
0.56%	Geode Capital Management, LLC	627,616	€11.0m	7.62%	no data
0.49%	Two Sigma Investments, LP	548,688	€9.6m	9.05%	0.02%
0.45%	The Vanguard Group, Inc.	506,434	€8.9m	44.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 06:26
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Fidelis Insurance Holdings Limited is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Tracy Dolin-Benguigui	Barclays
Alex Scott	Barclays
Tracy Dolin-Benguigui	Barclays