SCHEDULE: Leon Cooperman Discloses 9.2% Stake in Fidelis Insurance

Leon G. Cooperman, through various family accounts and investment vehicles, has reported beneficial ownership of 7,984,348 common shares, representing 9.2% of Fidelis Insurance Holdings Ltd.

Summary

• Leon G. Cooperman, an investor, has filed a Schedule 13G indicating beneficial ownership of 7,984,348 common shares of Fidelis Insurance Holdings Ltd.
• This holding represents approximately 9.2% of the company's outstanding common shares.
• The shares are held across several entities and accounts, including Omega Capital Partners, L.P., the UTMA Account for Asher Silvin Cooperman, the Leon Cooperman IRA, the Michael Cooperman IRA, and the Toby Cooperman IRA.
• The filing is an amendment (Amendment No. 3) to a previous filing, with the event date requiring this statement being March 31, 2026.
• The information is based on 86,318,571 common shares outstanding as of March 6, 2026, as reported in Fidelis Insurance Holdings Ltd.'s Form 6-K filed on March 16, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it is a standard disclosure of beneficial ownership without additional commentary on the company's performance or future prospects.

Positives

• Leon G. Cooperman, a notable investor, has publicly disclosed a significant stake in Fidelis Insurance Holdings Ltd., indicating confidence or strategic interest.
• The disclosure provides transparency to the market regarding a substantial beneficial owner.

Risks

• While this filing is a standard disclosure, significant changes in beneficial ownership can sometimes precede activist investor actions or strategic shifts that may introduce uncertainty.
• The filing does not provide specific reasons for the acquisition or holding of these shares, leaving potential strategic intentions open to interpretation.

Future Outlook

This filing is a disclosure of current beneficial ownership and does not contain forward-looking statements or guidance regarding the company's future performance.

Industry Context

StockSavvy.ai notes that significant stake disclosures by prominent investors like Leon G. Cooperman in the insurance sector often signal a belief in the company's underlying value or potential for strategic development. Such filings can attract market attention and influence investor sentiment.

Stakeholder Impact

• Shareholders: Increased transparency regarding a significant beneficial owner may influence investor perception and trading activity.
• Management: The disclosure may signal increased scrutiny or potential engagement from a substantial shareholder.
• Regulators: The filing fulfills regulatory requirements for significant stake disclosures.

Key Dates

Keywords

Fidelis Insurance Holdings Ltd, Leon G. Cooperman, Schedule 13G, Beneficial Ownership, Common Shares, Investment, SEC Filing, Shareholder