FIRST AMERICAN FINANCIAL CORP
Q2 2026 Form 13-F

SANTA ANA, CALIFORNIA
CIK 0001472787 · Publicly traded company
$390.5M Reported Value Total
Reported value
$390.5M
Quarter over quarter
+13.1%
Holdings
3
Top-10 concentration
100.0%

Filing Structure

Reports holdings for

  • First American Home Warranty Corp (not a 13F filer in our records) · File #028-23912 · Q4 2023 – Q4 2023
  • First American Title Insurance Co · Q4 2023 – Q4 2023 · declared by one filing
  • First Canadian Title Co Ltd (not a 13F filer in our records) · File #028-23911 · Q4 2023 – Q4 2023

Key People

Directors & officers from Form 4 filings
Seaton Mark Edward
Chief Executive Officer
Degiorgio Kenneth D
Chief Executive Officer
Adams Steven A
VP & Chief Accounting Officer
Cornehl Lisa W
SVP, Chief Legal Officer
Wajner Matthew F.
EVP, Chief Financial Officer
Leavell Christopher Michael
COO of Subsidiary

Description and Activity

First American Financial Corporation, established in 1889, is a prominent provider of title insurance, settlement services, and various financial risk solutions. The company operates primarily through two segments: the title insurance and services segment, and the home warranty segment.

The title insurance and services segment is the cornerstone of First American's operations. It offers title insurance, closing and escrow services, along with a suite of related products both domestically and internationally. This segment also extends to banking, trust, warehouse lending, mortgage subservicing, and wealth management services. The company’s title insurance policies protect property owners and lenders against potential defects in property titles, such as adverse claims, liens, or encumbrances. These policies are generally paid in full at the time of property closing. First American's extensive network includes direct operations and agents issuing policies across 49 states and several U.S. territories.

Internationally, First American’s operations accounted for approximately 6.5% of the title insurance and services segment revenues in 2023. The company has a presence in countries including Canada, the United Kingdom, South Korea, Australia, and New Zealand, where it offers various products and services aimed at reducing clients' risk profiles and operational costs.

A key asset for First American is its title plants, which are extensive databases of property title information. The company licenses this data to third parties, including competitors, enhancing the industry's overall efficiency. Additionally, First American provides for losses linked to title insurance policies and other risk-based products based on historical data and various other factors.

In the home warranty segment, First American offers policies that cover residential systems and appliances against breakdowns due to normal wear and tear. This complements their title insurance offerings by providing homeowners with additional layers of protection.

First American Financial Corporation is subject to regulation by state and federal authorities, including insurance and banking regulators, as well as the Consumer Financial Protection Bureau. The company also adheres to cybersecurity and data protection regulations to safeguard its operations and customer information.

The company's investment portfolio, managed by an investment committee, primarily consists of debt securities, with a significant portion being government-backed or rated AAA/Aaa, ensuring compliance with regulatory requirements and alignment with strategic goals.

For more detailed financial information and investor resources, First American Financial Corporation maintains a website at www.firstam.com.

Company description summarized from 10-K filing.

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 10, 2026
Form 13F-HR
Reported value $390.5M
Positions 3
Change in reported value +5.6%
New positions 1
Exited positions 1
Position turnover 50.0%
Top-10 concentration 100.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 10, 2026
3 $390.5M
Q1 2026 13F
Filed May 12, 2026
3 $369.8M
Q4 2025 13F
Filed Feb 11, 2026
3 $373.4M
Q3 2025 13F
Filed Nov 10, 2025
3 $305.1M
Q2 2025 13F
Filed Aug 11, 2025
3 $293.6M
Q1 2025 13F
Filed May 12, 2025
3 $269.2M
Q4 2024 13F
Filed Feb 11, 2025
3 $291.7M
Q3 2024 13F
Filed Nov 12, 2024
3 $305.2M
Q2 2024 13F
Filed Aug 12, 2024
4 $296.1M
Q1 2024 13F
Filed May 13, 2024
4 $320.5M
Q4 2023 13F
Filed Feb 14, 2024
4 $343.9M

Top 3 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 VOO VANGUARD INDEX FDS $224.0M 57.36%
2 VXUS VANGUARD STAR FDS $164.0M 42.0%
3 OPADZZZZ OFFERPAD SOLUTIONS INC $2.5M 0.65%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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