HWA
FFH

Heritage Wealth Advisors’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Heritage Wealth Advisors’s Portfolio FFH Stock Details FFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,677
Closed -$5.11M – 708
2025
Q4 		$5.11M Hold
2,677
– – 0.2% 42
2025
Q3 		$4.68M Hold
2,677
– – 0.21% 41
2025
Q2 		$4.82M Sell
2,677
-7
-0.3% -$12.6K 0.23% 42
2025
Q1 		$3.88M Hold
2,684
– – 0.2% 43
2024
Q4 		$3.73M Sell
2,684
-2,577
-49% -$3.58M 0.19% 45
2024
Q3 		$6.65M Buy
5,261
+7
+0.1% +$8.85K 0.31% 36
2024
Q2 		$5.98M Buy
5,254
+9
+0.2% +$10.2K 0.27% 39
2024
Q1 		$5.66M Buy
5,245
+45
+0.9% +$48.6K 0.26% 41
2023
Q4 		$4.82M Hold
5,200
– – 0.24% 42
2023
Q3 		$4.26M Buy
+5,200
New +$4.26M 0.23% 39
2020
Q1 		– Sell
-180
Closed -$84.5K – 608
2019
Q4 		$84.5K Buy
+180
New +$84.5K 0.01% 247
2018
Q4 		– Sell
-100
Closed -$54K – 429
2018
Q3 		$54K Buy
+100
New +$54K 0.01% 195

Other funds holding FFH

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $316M AUM 44.22% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Heritage Wealth Advisors's FFH Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of FAIRFAX FINL HLDGS LTD SUB VTG (FFH) in Q1 2026, closing a stake of 2,677 shares — an estimated $5.11M sold.

Heritage Wealth Advisors first reported a position in FFH in Q3 2018 and held it in 12 quarters. The position peaked at $6.65M in Q3 2024. 20 funds tracked by Wall St. Rank hold FFH as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining FAIRFAX FINL HLDGS LTD SUB VTG position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,677 FAIRFAX FINL HLDGS LTD SUB VTG shares in Q1 2026, an estimated $5.11M.
  • Heritage Wealth Advisors first reported a position in FAIRFAX FINL HLDGS LTD SUB VTG in Q3 2018 and held it in 12 quarters.
  • Heritage Wealth Advisors's FAIRFAX FINL HLDGS LTD SUB VTG position peaked at $6.65M in Q3 2024.
  • 20 funds tracked by Wall St. Rank held FAIRFAX FINL HLDGS LTD SUB VTG as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.