John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  First American Financial Corp. (FAF)
← All FAF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,839,002 2.59 Reduce 2.00% 0.05 $56.20–71.47 · VW $64.31i $231,453,430 SEC
2025   Q4 3,917,150 2.60 Add 5.15% 0.13 $58.51–66.60 · VW $63.08i $240,669,696 SEC
2025   Q3 3,725,184 2.56 Add 6.31% 0.15 $53.09–68.64 · VW $61.53i $239,305,821 SEC
2025   Q2 3,504,069 2.45 Reduce 5.06% 0.14 $53.95–67.07 · VW $59.37i $215,114,796 SEC
2025   Q1 3,690,878 2.86 Reduce 7.57% 0.20 $57.25–66.68 · VW $63.79i $242,232,323 SEC
2024   Q4 3,993,155 2.69 Add 9.90% 0.24 $61.05–70.92 · VW $65.63i $249,332,599 SEC
2024   Q3 3,633,378 2.49 Add 0.66% 0.02 $52.39–67.88 · VW $62.02i $239,839,283 SEC
2024   Q2 3,609,697 2.14 Add 2.77% 0.06 $51.60–61.24 · VW $55.13i $194,743,154 SEC
2024   Q1 3,512,539 2.14 Reduce 3.94% 0.09 $54.27–64.25 · VW $59.37i $214,440,506 SEC
2023   Q4 3,656,484 2.39 Add 0.16% <0.01 $49.55–65.55 · VW $57.91i $235,623,828 SEC
2023   Q3 3,650,706 2.22 Reduce 4.89% 0.10 $54.53–64.50 · VW $60.38i $206,228,381 SEC
2023   Q2 3,838,309 2.10 Reduce 3.94% 0.09 $50.66–59.47 · VW $56.01i $218,860,379 SEC
2023   Q1 3,995,930 2.16 Reduce 0.54% 0.01 $50.88–64.66 · VW $56.94i $222,413,465 SEC
2022   Q4 4,017,718 2.14 Reduce 2.76% 0.06 $43.54–55.58 · VW $51.14i $210,287,359 SEC
2022   Q3 4,131,920 2.09 Reduce 2.21% 0.05 $44.34–59.60 · VW $52.87i $190,481,000 SEC
2022   Q2 4,225,097 2.23 Add 3.01% 0.07 $48.81–64.33 · VW $58.24i $223,593,000 SEC
2022   Q1 4,101,753 2.36 Reduce 15.64% 0.50 $62.81–81.54 · VW $70.06i $265,875,000 SEC
2021   Q4 4,862,370 3.21 Reduce 7.67% 0.25 $66.16–79.75 · VW $74.53i $380,383,000 SEC
2021   Q3 5,266,471 3.23 Reduce 2.66% 0.08 $60.89–71.88 · VW $67.26i $353,117,000 SEC
2021   Q2 5,410,464 3.17 Add 0.71% 0.02 $56.40–66.92 · VW $63.53i $337,342,000 SEC
2021   Q1 5,372,135 3.00 Add 22.97% 0.56 $48.69–58.89 · VW $54.24i $304,331,000 SEC
2020   Q4 4,368,561 2.54 Add 23.78% 0.49 $44.05–54.63 · VW $48.88i $225,549,000 SEC
2020   Q3 3,529,260 2.61 Add 11.56% 0.27 $45.76–57.57 · VW $51.87i $179,675,000 SEC
2020   Q2 3,163,594 2.31 Reduce 1.93% 0.05 $39.03–55.39 · VW $47.45i $151,916,000 SEC
2020   Q1 3,226,010 2.40 Reduce 10.07% 0.26 $29.36–66.78 · VW $52.03i $136,815,000 SEC
2019   Q4 3,587,345 2.63 Reduce 4.52% 0.13 $57.41–64.37 · VW $61.15i $209,214,000 SEC
2019   Q3 3,757,150 2.98 Reduce 6.58% 0.18 $53.24–60.48 · VW $57.60i $221,709,000 SEC
2019   Q2 4,021,932 2.73 Reduce 4.65% 0.13 $49.52–58.29 · VW $54.06i $215,978,000 SEC
2019   Q1 4,218,085 2.72 Reduce 4.60% 0.13 $43.54–52.76 · VW $49.88i $217,231,000 SEC
2018   Q4 4,421,642 2.77 Reduce 0.57% 0.01 $41.96–52.42 · VW $46.25i $197,382,000 SEC
2018   Q3 4,446,929 2.56 Reduce 1.61% 0.04 $50.40–57.88 · VW $54.81i $229,417,000 SEC
2018   Q2 4,519,761 2.69 Reduce 0.02% <0.01 $49.48–58.76 · VW $52.53i $233,762,000 SEC
2018   Q1 4,520,651 3.10 Reduce 4.61% 0.14 $53.10–62.71 · VW $58.18i $265,272,000 SEC
2017   Q4 4,739,053 3.08 Reduce 9.10% 0.28 $49.30–57.50 · VW $54.42i $265,577,000 SEC
2017   Q3 5,213,571 3.12 Reduce 0.77% 0.02 $43.92–49.99 · VW $48.27i $260,522,000 SEC
2017   Q2 5,254,043 2.86 Reduce 4.53% 0.12 $37.80–45.75 · VW $43.09i $234,803,000 SEC
2017   Q1 5,503,113 2.64 Reduce 0.16% <0.01 $36.50–39.99 · VW $38.29i $216,162,000 SEC
2016   Q4 5,511,941 2.49 Add 0.07% <0.01 $35.28–41.66 · VW $38.03i $201,902,000 SEC
2016   Q3 5,508,306 2.74 Reduce 2.80% 0.08 $39.25–43.55 · VW $41.48i $216,366,000 SEC
2016   Q2 5,666,824 3.00 Reduce 5.26% 0.15 $34.63–40.23 · VW $38.18i $227,920,000 SEC
2016   Q1 5,981,316 2.88 Reduce 2.65% 0.07 $31.74–38.35 · VW $35.41i $227,948,000 SEC
2015   Q4 6,144,140 2.76 Reduce 11.40% 0.41 $34.39–40.72 · VW $38.07i $220,575,000 SEC
2015   Q3 6,934,335 3.58 Reduce 9.77% 0.34 $36.88–43.16 · VW $39.48i $270,924,000 SEC
2015   Q2 7,685,327 3.45 Reduce 0.23% <0.01 $34.50–38.19 · VW $36.01i $285,971,000 SEC
2015   Q1 7,703,312 3.39 Reduce 20.72% 0.87 $32.59–37.75 · VW $34.71i $274,854,000 SEC
2014   Q4 9,716,218 4.19 Reduce 6.53% 0.26 $26.20–34.51 · VW $31.28i $329,380,000 SEC
2014   Q3 10,395,183 4.02 Add 10.53% 0.38 $26.82–28.67 · VW $27.67i $281,917,000 SEC
2014   Q2 9,404,467 3.55 Reduce 2.07% 0.07 $25.45–28.92 · VW $27.39i $261,350,000 SEC
2014   Q1 9,603,028 3.47 Reduce 3.63% 0.14 $24.81–28.19 · VW $26.59i $254,960,000 SEC
2013   Q4 9,964,903 3.88 Add 1.27% 0.05 $23.60–28.57 · VW $26.24i $281,010,000 SEC
2013   Q3 9,839,625 3.98 Add 13.75% 0.48 $20.85–24.70 · VW $22.52i $239,595,000 SEC
2013   Q2 8,650,370 3.61 Add 16.66% 0.52 $20.39–27.40 · VW $23.99i $190,654,000 SEC
2013   Q1 7,414,965 3.75 Reduce 6.93% 0.32 $22.78–25.82 · VW $24.44i $189,601,000 SEC
2012   Q4 7,967,365 4.58 Reduce 8.84% 0.42 $21.35–24.98 · VW $23.32i $191,934,000 SEC
2012   Q3 8,740,305 4.70 Reduce 6.85% 0.28 $16.40–22.49 · VW $19.56i $189,402,000 SEC
2012   Q2 9,383,485 4.11 Reduce 5.90% 0.24 $15.17–17.91 · VW $16.55i $159,144,000 SEC
2012   Q1 9,972,319 4.01 Add 11.64% 0.42 $12.45–16.96 · VW $15.37i $165,839,000 SEC
2011   Q4 8,932,309 3.05 Add 23.76% 0.59 $10.51–13.72 · VW $12.09i $113,173,000 SEC
2011   Q3 7,217,159 2.89 Reduce 1.33% 0.03 $12.45–16.36 · VW $14.55i $92,380,000 SEC
2011   Q2 7,314,699 2.51 Buy 2.51 $14.50–16.68 · VW $15.68i $114,475,000 SEC
Price snapshot:
Current price$70.06
Avg. buy price$39.72
+/- since buy76.37%
52-week low$52.43
52-week high$71.93