The Commercial Surge and the Title Shift: What Q2 Tells Us cover art

The Commercial Surge and the Title Shift: What Q2 Tells Us

The Commercial Surge and the Title Shift: What Q2 Tells Us

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In this episode, Zina and Crosby unpack Q2 2025 earnings from the Big Four title underwriters: FNF, First American, Stewart, and ORI. While the residential market remains soft, commercial gains are shifting the momentum. The conversation highlights rising margins, stronger underwriting, and key tech investments. You’ll hear how each company is positioning for growth, and what it means for agents. This is more than a recap; it’s a strategic lens for your next move. If you're navigating change, this quarter offers valuable direction.

What you’ll learn from this episode

  • How FAF is capitalizing on the early surge of the “wall of maturities”
  • The growth strategies Stewart is executing and why agents should keep them on their radar
  • A measured roadmap that reflects ORI’s long-term, partner-first strategy
  • Why FNF’s profit dip doesn’t signal weakness in their core title operations
  • What real-time adaptation looks like through tech, commercial, and underwriter alignment

Resources mentioned in this episode

  • Fidelity National Financial
  • First American
  • Old Republic International
  • Stewart Title
  • Endpoint
  • F & G

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