SECURITY NATL FINL CORP-CL A (SNFCA) Top Institutional Shareholders

SECURITY NATL FINL CORP-CL A (SNFCA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $70.09M in SNFCA holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of SNFCA tracked by InsiderSet, reporting ownership valued at approximately $8.88M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.86M, representing an estimated loss of -0.21% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed SNFCA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SECURITY NATL FINL CORP-CL A (SNFCA).

This page ranks the largest institutional SNFCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

76

Total Reported Value

$70.09M

Largest Holder

Blackrock, Inc.

Largest Position

$8.88M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

83

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%936,413$8,877,195$8,858,467-$18,728-0.21%
Dimensional Fund Advisors Lp0.00%793,553$7,522,900$7,507,011-$15,889-0.21%
Vanguard Capital Management Llc0.00%752,095$7,129,861$7,114,819-$15,042-0.21%
Ameriprise Financial Inc0.00%730,502$6,925,159$6,910,549-$14,610-0.21%
Lhm, Inc.2.68%717,508$6,801,976$6,787,626-$14,350-0.21%
Geode Capital Management, Llc0.00%384,301$3,645,189$3,635,487-$9,702-0.27%
Veradace Capital Management Llc2.98%353,055$3,346,961$3,339,900-$7,061-0.21%
Gem Investment Advisors, Llc1.41%316,342$2,924,582$2,992,595+$68,013+2.33%
Rbf Capital, Llc0.15%303,534$2,877,502$2,871,432-$6,070-0.21%
Bridgeway Capital Management, Llc0.05%278,746$2,642,512$2,636,937-$5,575-0.21%
Renaissance Technologies LLCJim Simons0.00%203,240$1,926,715$1,922,650-$4,065-0.21%
State Street Corp0.00%172,462$1,634,940$1,631,491-$3,449-0.21%
Northern Trust Corp0.00%144,142$1,366,467$1,363,583-$2,884-0.21%
Raymond James Financial Inc0.00%133,415$1,264,774$1,262,106-$2,668-0.21%
Vanguard Fiduciary Trust Co0.00%124,688$1,182,042$1,179,548-$2,494-0.21%
Goldman Sachs Group Inc0.00%114,991$1,090,114$1,087,815-$2,299-0.21%
Vanguard Portfolio Management Llc0.00%94,353$894,466$892,579-$1,887-0.21%
Empowered Funds, Llc0.01%90,859$861,343$859,526-$1,817-0.21%
Ep Wealth Advisors, Llc0.00%63,877$605,554$604,276-$1,278-0.21%
Verdad Advisers, Lp0.64%60,000$568,800$567,600-$1,200-0.21%
Physician Wealth Advisors, Inc.0.07%52,376$496,520$495,477-$1,043-0.21%
Citadel Advisors Llc0.00%50,275$476,607$475,602-$1,005-0.21%
Charles Schwab Investment Management Inc0.00%44,454$421,424$420,535-$889-0.21%
Barclays Plc0.00%40,353$382,546$381,739-$807-0.21%
Evergreen Capital Management Llc0.01%39,291$372,479$371,693-$786-0.21%
Bank Of New York Mellon Corp0.00%37,257$353,199$352,451-$748-0.21%
Morgan Stanley0.00%29,693$281,492$280,896-$596-0.21%
O'Shaughnessy Asset Management, Llc0.00%25,580$242,498$241,987-$511-0.21%
Nuveen, Llc0.00%22,262$211,044$210,599-$445-0.21%
Aqr Capital Management Llc0.00%22,040$208,939$208,498-$441-0.21%
Ritholtz Wealth Management0.00%20,889$198,024$197,610-$414-0.21%
Hsbc Holdings Plc0.00%20,874$197,468$197,468+$0+0.00%
Millennium Management Llc0.00%20,736$196,577$196,163-$414-0.21%
Bank Of America Corp0.00%20,493$194,273$193,864-$409-0.21%
Lunt Capital Management, Inc.0.07%17,972$170,375$170,015-$360-0.21%
Deutsche Bank Ag\0.00%17,755$168,317$167,962-$355-0.21%
Invesco Ltd.0.00%17,163$162,705$162,362-$343-0.21%
Arrowstreet Capital, Limited Partnership0.00%12,599$119,439$119,187-$252-0.21%
Black Maple Capital Management Lp0.08%11,311$107,228$107,002-$226-0.21%
Rhumbline Advisers0.00%11,120$105,453$105,195-$258-0.24%
Ubs Group Ag0.00%10,851$102,868$102,650-$218-0.21%
Callan Family Office, Llc0.00%10,026$95,046$94,846-$200-0.21%
Eversource Wealth Advisors, Llc0.00%1,035$87,120$9,791-$77,329-88.76%
New York State Common Retirement Fund0.00%8,505$80,627$80,457-$170-0.21%
Mirae Asset Global Etfs Holdings Ltd.0.00%7,573$71,792$71,641-$151-0.21%
Farther Finance Advisors, Llc0.00%6,385$60,402$60,402+$0+0.00%
Wells Fargo & Company/Mn0.00%6,263$59,370$59,248-$122-0.21%
Vanguard Global Advisers, Llc0.00%6,244$59,193$59,068-$125-0.21%
Metlife Investment Management, Llc0.00%4,541$43,049$42,958-$91-0.21%
Fmr Llc0.00%4,235$40,148$40,063-$85-0.21%

Frequently asked questions about SNFCA

  • Who owns the most SNFCA stock?

    The largest holders of SNFCA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SECURITY NATL FINL CORP-CL A (SNFCA).

  • Is SNFCA widely held by superinvestors?

    Many widely followed stocks like SNFCA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SNFCA is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.