Institutional shares held 10.9 Million
0 calls
0 puts
Total value of holdings $89.9M
$0 calls
$0 puts
Market Cap $154M
18,717,500 Shares Out.
Institutional ownership 58.27%
# of Institutions 71


Latest Institutional Activity in SNFCA

Top Purchases

Q3 2025
Goldman Sachs Group Inc Shares Held: 173K ($1.43M)
Q3 2025
M3 F, Inc. Shares Held: 2.23M ($18.4M)
Q3 2025
Ameriprise Financial Inc Shares Held: 569K ($4.69M)
Q3 2025
Soltis Investment Advisors LLC Shares Held: 2.64M ($21.7M)
Q3 2025
Vanguard Group Inc Shares Held: 813K ($6.7M)

Top Sells

Q3 2025
Acadian Asset Management LLC Shares Held: 8.51K ($70.1K)
Q3 2025
Arrowstreet Capital, Limited Partnership Shares Held: 27.5K ($227K)
Q3 2025
O'Shaughnessy Asset Management, LLC Shares Held: 60.1K ($495K)
Q3 2025
Morgan Stanley Shares Held: 32.4K ($267K)
Q3 2025
Ritholtz Wealth Management Shares Held: 31.8K ($262K)

About SNFCA

Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and interest-sensitive life insurance, as well as other traditional life, accident, and health insurance products; annuity products comprising single and flexible premium deferred annuities, and immediate annuities; and diver's accident policies. This segment also cedes and assumes various risks with various authorized unaffiliated reinsurers pursuant to reinsurance treaties. Its Cemetery and Mortuary segment operates eleven mortuaries and five cemeteries in Utah; one cemetery in California; and four mortuaries and one cemetery in New Mexico. This segment also offers plots, interment vaults, mausoleum crypts, markers, caskets, urns, and other death care related products; and provides professional services of funeral directors, opening and closing of graves, use of chapels and viewing rooms, and use of automobiles and clothing. The company's Mortgages segment originates and underwrites residential and commercial loans for new construction, existing homes, and real estate projects primarily in Florida, Nevada, Texas, and Utah. It offers residential mortgage lending services to real estate brokers and builders, as well as directly with consumers. Security National Financial Corporation was founded in 1965 and is headquartered in Salt Lake City, Utah.


Insider Transactions at SNFCA

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
191K Shares
From 7 Insiders
Exercise of conversion of derivative security 191K shares
Sell / Disposition
45.5K Shares
From 6 Insiders
Sale (or disposition) back to the issuer 42.3K shares
Open market or private sale 460 shares
Bona fide gift 2.8K shares

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