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Fairfax Financial Holdings Limited plans a major monetization of its investment in Poseidon Corp., the holding company that owns Seaspan Corporation. Fairfax and certain affiliates agreed to sell 67,618,981 Poseidon common shares at US$28.30 per share, for aggregate proceeds of about US$1.91 billion.
The shares being sold represent roughly 23.2% of Poseidon’s issued and outstanding common shares. After the transactions, Fairfax expects to retain an equity ownership of about 22.1% in Poseidon, plus 12,000,000 Series J preferred shares of Poseidon’s wholly owned subsidiary, Atlas Corp.
The three sale agreements are with one existing Poseidon shareholder and two new strategic investors, and each sale transaction is expected to close in the second quarter of 2026, subject to customary regulatory approvals and third‑party consents. Fairfax expects to continue using the equity method to account for its investment in Poseidon’s common shares.
Fairfax Financial Holdings Limited filed its Annual Report on Form 40-F, providing audited consolidated financial statements for the years ended December 31, 2025 and December 31, 2024 and related exhibits. The report states disclosure controls were effective at period end and PricewaterhouseCoopers LLP audited internal control over financial reporting as of December 31, 2025.
The filing lists 20,107,316 Subordinate Voting Shares and 1,548,000 Multiple Voting Shares outstanding, references the Annual Information Form and MD&A dated March 6, 2026, and notes the annual meeting of shareholders to be held on April 16, 2026.
Fairfax Financial Holdings reports its best year ever, with 2025 net income of $4.8 billion. Book value per share rose 21% (adjusted for a $15 dividend) to $1,260, while the share price climbed 31% to Cdn$2,616.
Insurance operations produced record underwriting profit of $1.8 billion on consolidated gross premiums of $33.3 billion, implying a combined ratio of 93% and 88% excluding catastrophes, despite $1.2 billion of wildfire-driven catastrophe losses. Interest and dividend income reached a record $2.6 billion, and net investment gains were $3.2 billion.
The total investment portfolio grew to $74.9 billion, float to $40.8 billion, and common shareholders’ equity to $26.3 billion. Since 1985, book value per share has compounded at 18.7% annually. Management highlights successful acquisitions, strong associate contributions such as Eurobank, growing Indian platforms including Digit, and ongoing share buybacks that have reduced shares outstanding by 24.8% since 2017.
Fairfax Financial Holdings is holding its annual shareholder meeting on April 16, 2026 as a hybrid event in Toronto and via live webcast. Shareholders will vote to elect directors, appoint PricewaterhouseCoopers LLP as auditor, and consider a shareholder proposal from the Salal Foundation, which the board recommends voting against.
The circular details director biographies, committee memberships and 2025 attendance, along with board and executive compensation. Non-management directors generally receive a $75,000 annual retainer plus additional committee retainers and subsidiary board fees, with equity incentives granted on previously issued shares to avoid dilution.
Named executive officers receive salary, discretionary cash bonuses and long-term option awards under an equity compensation plan that uses only market-purchased subordinate voting shares. For 2025, strong performance described as record financial results led the Compensation Committee to set executive bonuses at 250% of base salary. CEO V. Prem Watsa continues to receive only a fixed $600,000 annual salary with no bonus or equity incentives, aligning additional “compensation” with his share ownership.
Fairfax Financial Holdings Limited has declared a quarterly dividend of $0.315313 per Series K Preferred Share. The dividend will be paid on March 31, 2026 to shareholders who are on record as of March 16, 2026.
The company notes that applicable Canadian withholding tax will apply to dividends paid to non-residents of Canada. Fairfax is a holding company whose subsidiaries focus on property and casualty insurance, reinsurance, and related investment management activities.
Fairfax Financial Holdings Limited has completed a C$650 million senior notes financing. The company issued C$400 million of new 4.40% Senior Notes due 2036 and an additional C$250 million of its 5.10% Senior Notes due 2055, bringing that 2055 series to C$550 million outstanding.
The new 2036 notes bear 4.40% interest, paid semi-annually, and mature on February 27, 2036. They are unsecured, rank equally with Fairfax’s other unsecured, unsubordinated debt, and can be redeemed early at a make-whole “Canada Yield Price” or at par on or after November 27, 2035.
Fairfax plans to use the net proceeds to refinance, repay or redeem existing debt, equity or other obligations, to pursue potential acquisitions or investments, and for general corporate purposes, which may include increasing cash or short-term investments at the holding company level.
Fairfax Financial Holdings Limited plans a C$650 million senior notes offering in Canada, split between C$400 million of new Senior Notes due 2036 and an additional C$250 million of its 5.10% Senior Notes due 2055. The 2036 Notes will carry a 4.40% fixed annual interest rate, and both series will be unsecured obligations of Fairfax, sold through a dealer syndicate led by major Canadian banks. Fairfax intends to use the net proceeds mainly to refinance, repay or redeem existing debt, equity or other obligations, to pursue potential acquisitions or investments, and for general corporate purposes. The offering is expected to close on or about February 27, 2026, under a Canadian base shelf prospectus and a prospectus supplement filed on SEDAR+.
Fairfax Financial Holdings reported strong 2025 results, with net earnings rising to $5,283.8 million from $4,262.9 million and earnings per share increasing to $230.07 from $173.41. Property and casualty net premiums written grew 3.9% to a record $26.3 billion, while gross premiums written rose 2.3% to $33.3 billion.
The consolidated undiscounted combined ratio for property and casualty was 93.0%, producing record underwriting profit of $1,816.6 million. Net gains on investments surged to $3,151.4 million, driven by $3,050.1 million of gains on equity exposures and net gains on bonds of $385.4 million. Float in the property and casualty operations increased 11.2% to $39.3 billion.
Book value per basic share increased to $1,260.19, aided by the repurchase of 1,006,535 subordinate voting shares at a cost of $1,625.2 million. The total debt to total capital ratio excluding non-insurance companies rose to 26.2%. Subsequent events include an AGT initial public offering in Canada and a definitive merger agreement to acquire Kennedy-Wilson, supported by up to $1.65 billion of funding commitments.
Fairfax Financial Holdings filed a Form 6-K highlighting a definitive agreement for Kennedy-Wilson Holdings to be taken private by a consortium led by Kennedy Wilson CEO William McMorrow and senior executives, together with Fairfax. The consortium will acquire all outstanding common shares of Kennedy Wilson (other than shares held by the consortium and affiliates) for $10.90 per share in cash, a 46% premium to the company’s unaffected share price on November 4, 2025.
Fairfax has committed up to $1.65 billion to fund the cash purchase price, redemption of preferred shares not owned by the consortium, and certain other amounts under the merger agreement, and the transaction is not subject to a financing condition. After closing, Fairfax is expected to hold a majority of the economic interest in Kennedy Wilson, while the management group will retain effective and operational control. Closing is targeted for the second quarter of 2026, subject to stockholder and regulatory approvals. Upon completion, Kennedy Wilson’s shares will be delisted from the NYSE and deregistered, and the company will not host earnings calls for the fourth quarter 2025 or subsequent quarters while the transaction is pending.