Geopolitics Alpha

8-K - First American Financial Corp (0001472787) (Filer)

Published . Updated .

Key takeaways

  • 8-K - First American Financial filed an 8-K with the SEC on Nov 3 (a notice of a material company event).
  • Exposed: FAF, XLF, FNF, BRK-B, UNH
  • Market reaction: FAF +5.7% after three sessions; XLF +1.4% after three sessions; FNF +8.9% after three sessions

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GEOPOLITICS ALPHA8-K - First American FinancialCorp (0001472787) (Filer)FAFGEOPOLITICS ALPHA

8-K - First American Financial filed an 8-K with the SEC on Nov 3 (a notice of a material company event).

Directly affected

  • FAF First American Financial-3.3% 30d

    Named in this report.

Indirectly affected

  • XLF Financial Select Sector SPDR+0.5% 30d

    Financial Select Sector SPDR holds the financials sector that First American Financial belongs to, so it often moves with news about it.

  • FNF Fidelity National Financial

    Fidelity National Financial is a peer of First American Financial in title insurance; rivals often move on the same news.

  • BRK-B Berkshire Hathaway

    Berkshire Hathaway is a large financials company like First American Financial; big names in a sector often move together.

  • UNH UnitedHealth Group+4.3% 30d

    UnitedHealth Group is a large financials company like First American Financial; big names in a sector often move together.

  • PGR The Progressive+8.7% 30d

    The Progressive is a large financials company like First American Financial; big names in a sector often move together.

  • ELV Elevance Health+5.8% 30d

    Elevance Health is a large financials company like First American Financial; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FAF-2.15%-1.70%base+4.15%+5.00%+3.17%+5.68%
XLF-1.85%-1.14%base+3.48%+0.73%+0.22%+1.40%
FNF-5.05%-2.17%base+4.43%+3.79%+5.84%+8.86%
BRK-BNo price data for this ticker———————
UNH+0.78%+0.75%base+1.33%-2.02%-2.40%-1.56%
PGR-1.52%+0.91%base+2.53%+2.13%-0.60%-0.66%
ELV+0.14%+1.52%base+4.98%+4.43%+2.90%+1.06%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-03 AccNo: 0001193125-26-445378 Size: 214 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 9.01: Financial St…

Source: sec-edgar

The price since 3 Nov 2026: First American Financial (FAF) versus the S&P 500

Since the first closing price after “8-K - First American Financial Corp (0001472787) (Filer),” First American Financial (FAF) is -0.98%.

CompanyWhenMoveStatus
Elevance Health (ELV)that day+4.98%final price
Elevance Health (ELV)the next day+4.43%final price
Elevance Health (ELV)two days later+2.90%final price
Elevance Health (ELV)three days later+1.06%final price
Elevance Health (ELV)three days earlier+1.52%final price
Elevance Health (ELV)five days earlier+0.14%final price
First American Financial (FAF)that day+4.15%final price
First American Financial (FAF)the next day+5.00%final price
First American Financial (FAF)two days later+3.17%final price
First American Financial (FAF)three days later+5.68%final price
First American Financial (FAF)three days earlier-1.70%final price
First American Financial (FAF)five days earlier-2.15%final price
Fidelity National Financial (FNF)that day+4.43%final price
Fidelity National Financial (FNF)the next day+3.79%final price
Fidelity National Financial (FNF)two days later+5.84%final price
Fidelity National Financial (FNF)three days later+8.86%final price
Fidelity National Financial (FNF)three days earlier-2.17%final price
Fidelity National Financial (FNF)five days earlier-5.05%final price
Progressive (PGR)that day+2.53%final price
Progressive (PGR)the next day+2.13%final price
Progressive (PGR)two days later-0.60%final price
Progressive (PGR)three days later-0.66%final price
Progressive (PGR)three days earlier+0.91%final price
Progressive (PGR)five days earlier-1.52%final price
Unitedhealth Group (UNH)that day+1.33%final price
Unitedhealth Group (UNH)the next day-2.02%final price
Unitedhealth Group (UNH)two days later-2.40%final price
Unitedhealth Group (UNH)three days later-1.56%final price
Unitedhealth Group (UNH)three days earlier+0.75%final price
Unitedhealth Group (UNH)five days earlier+0.78%final price
Select Sector Spdr Tr (XLF)that day+3.48%final price
Select Sector Spdr Tr (XLF)the next day+0.73%final price
Select Sector Spdr Tr (XLF)two days later+0.22%final price
Select Sector Spdr Tr (XLF)three days later+1.40%final price
Select Sector Spdr Tr (XLF)three days earlier-1.14%final price
Select Sector Spdr Tr (XLF)five days earlier-1.85%final price
FAF

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around First American Financial (FAF)

Companies carried with this story

  • FAF First American Financial

    First American Financial (FAF) is linked, with no stored direction, high confidence in the 3 Nov 2026 story “8-K - First American Financial Corp (0001472787) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> FAF

  • XLF Select Sector Spdr Tr

    Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “8-K - First American Financial Corp (0001472787) (Filer).” Reason on file: Financial Select Sector SPDR holds the financials sector that First American Financial belongs to, so it often moves with news about it

  • FNF Fidelity National Financial

    In “8-K - First American Financial Corp (0001472787) (Filer),” Fidelity National Financial (FNF) is linked, with no stored direction, medium confidence. Reason on file: Fidelity National Financial is a peer of First American Financial in title insurance; rivals often move on the same news

  • BRK-B Berkshire Hathaway

    Berkshire Hathaway (BRK-B) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “8-K - First American Financial Corp (0001472787) (Filer).” Reason on file: Berkshire Hathaway is a large financials company like First American Financial; big names in a sector often move together

  • UNH Unitedhealth Group

    Unitedhealth Group (UNH) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “8-K - First American Financial Corp (0001472787) (Filer).” Reason on file: UnitedHealth Group is a large financials company like First American Financial; big names in a sector often move together

  • PGR Progressive

    In “8-K - First American Financial Corp (0001472787) (Filer),” Progressive (PGR) is linked, with no stored direction, medium confidence. Reason on file: The Progressive is a large financials company like First American Financial; big names in a sector often move together

  • ELV Elevance Health

    For “8-K - First American Financial Corp (0001472787) (Filer),” Elevance Health (ELV) is linked, with no stored direction, medium confidence. Reason on file: Elevance Health is a large financials company like First American Financial; big names in a sector often move together

How “8-K - First American Financial Corp (0001472787) (Filer)” reaches First American Financial (FAF)

The 3 Nov 2026 story “8-K - First American Financial Corp (0001472787) (Filer)” names First American Financial (FAF) because of this story.

What ties First American Financial (FAF) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> FAF

A second company, Select Sector Spdr Tr (XLF), is listed for a different reason: Financial Select Sector SPDR holds the financials sector that First American Financial belongs to, so it often moves with news about it

Price levels for First American Financial (FAF)

FAF traded between 60.48 and 69.25 across 20 sessions. The latest close on file is 67.00. FNF traded between 42.52 and 45.84 across 2 sessions. The latest close on file is 43.83. XLF traded between 52.82 and 56.03 across 20 sessions. The latest close on file is 55.07.

A simple score for First American Financial (FAF)

46 out of 100

“8-K - First American Financial Corp (0001472787) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.