First American Financial Corp.
First American Financial Corporation is a leading provider of title insurance, settlement, and risk solutions for real estate transactions headquartered in Santa Ana, California, USA. Founded over 135 years ago, now operating as an independent public company since 2010, First American serves homebuyers, sellers, real estate professionals, loan originators, servicers, commercial property professionals, homebuilders, and other parties involved in residential and commercial property transactions. Its wide-ranging suite of services includes title plant management, property data and valuation, home warranty, property and casualty insurance, plus banking, trust, and wealth management through First American Trust. As of 2025, the company employs thousands of professionals globally and is recognized for its financial strength, innovative technology, and sustained commitment to workplace excellence.
Investment Strategy
First American Trust, the wealth and investment management segment of First American Financial Corporation, employs an open architecture, diversified approach focused on tailored asset allocation for individuals, families, corporations, endowments, and foundations. Investment portfolios include U.S. and international equities, fixed income securities, and alternatives, constructed and managed by dedicated portfolio managers. The firm combines macroeconomic analysis, company-specific evaluation, and an actively managed style that is 'economic cycle aware,' aiming to maximize long-term results commensurate with client risk tolerance. Risk management and disciplined sell criteria play key roles in maintaining focus on each client's investment mandate.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 56.28% | $165.2M | 290,906 | $436.80 | $568.03 | +$15.7M |
V VXUS | VANGUARD STAR FDS | 42.13% | $123.7M | 1,790,405 | $57.96 | $69.09 | +$12.5M |
O OPAD | OFFERPAD SOLUTIONS INC | 1.59% | $4.7M | 5,119,314 | $10.25 | $0.91 | -$3.8M |