SCHEDULE: LSV Asset Management Discloses Stake in Fidelis Insurance

LSV Asset Management has filed a Schedule 13G, reporting beneficial ownership of 5.66% of Fidelis Insurance Holdings Ltd's Class A Common Stock as of March 31, 2026.

Summary

• LSV Asset Management, an investment adviser, has filed a Schedule 13G with the SEC.
• The filing indicates beneficial ownership of 4,881,640 shares of Fidelis Insurance Holdings Ltd's Class A Common Stock.
• This represents 5.66% of the total class of securities.
• LSV Asset Management holds sole voting power over 3,009,960 shares and sole dispositive power over 4,881,640 shares.
• The filing is made under Rule 13d-1(b) of the Securities Exchange Act of 1934.
• The reporting date for this filing is March 31, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine ownership disclosure and does not contain operational or financial performance information about the issuer.

Positives

• LSV Asset Management, a significant investment adviser, has disclosed its holdings, providing transparency to the market.
• The company holds substantial voting and dispositive power over its stake in Fidelis Insurance Holdings Ltd.

Risks

• The filing does not contain specific risk factors related to Fidelis Insurance Holdings Ltd itself, as it is a disclosure of ownership by an investment manager.
• Potential risks for LSV Asset Management could include market volatility affecting the value of its investment in Fidelis Insurance Holdings Ltd.

Future Outlook

This filing is a snapshot of ownership as of March 31, 2026, and does not contain forward-looking statements or guidance from Fidelis Insurance Holdings Ltd.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard disclosures for institutional investors crossing certain ownership thresholds. This filing indicates LSV Asset Management's strategic interest in Fidelis Insurance Holdings Ltd within the insurance sector.

Stakeholder Impact

• Shareholders of Fidelis Insurance Holdings Ltd are informed of a significant institutional investor's stake.
• Potential investors can use this information to assess institutional interest in the company.

Next Steps

• LSV Asset Management will continue to monitor its investment in Fidelis Insurance Holdings Ltd.
• Fidelis Insurance Holdings Ltd will continue its business operations.

Key Dates

Keywords

Schedule 13G, LSV Asset Management, Fidelis Insurance Holdings Ltd, Beneficial Ownership, Class A Common Stock, SEC Filing, Investment Adviser, Securities Exchange Act of 1934