Skip to main content

F&G Annuities & Life, Inc.

FG
Exchange
NYSE
Industry
Life Insurance
SEC CIK
0001934850

No open-market purchases or sales by F&G Annuities & Life, Inc. insiders were filed in the last 90 days; 323 institutions reported holding it in 13F filings for Q2 2026, worth $3.39B in total; no superinvestor holds it.

Other share classesFGNFGSN

13F holders, Q1 2025

Institutional positions in F&G Annuities & Life, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
245
+42 vs. Q4 2024
Shares held
129.6M
+8.92M (+7.4%) vs. Q4 2024
Total value
$4.67B
−$328.5M (−6.6%) vs. Q4 2024
New holders
65
77 more added
Sold out
23
47 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 245 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 271 institutionsQ1 2023: 227 institutionsQ2 2023: 195 institutionsQ3 2023: 191 institutionsQ4 2023: 206 institutionsQ1 2024: 191 institutionsQ2 2024: 199 institutionsQ3 2024: 201 institutionsQ4 2024: 207 institutionsQ1 2025: 245 institutionsQ2 2025: 225 institutionsQ3 2025: 227 institutionsQ4 2025: 458 institutionsQ1 2026: 330 institutionsQ2 2026: 323 institutions
Value heldQ1 2025: $4.67B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $2.41BQ1 2023: $2.18BQ2 2023: $3.00BQ3 2023: $3.39BQ4 2023: $5.57BQ1 2024: $4.90BQ2 2024: $5.80BQ3 2024: $5.39BQ4 2024: $5.00BQ1 2025: $4.67BQ2 2025: $4.11BQ3 2025: $4.01BQ4 2025: $3.88BQ1 2026: $3.15BQ2 2026: $3.39B
Institutions holding FG and their total value by quarter
QuarterHoldersValue
Q2 2026323$3.39B
Q1 2026330$3.15B
Q4 2025458$3.88B
Q3 2025227$4.01B
Q2 2025225$4.11B
Q1 2025245$4.67B
Q4 2024207$5.00B
Q3 2024201$5.39B
Q2 2024199$5.80B
Q1 2024191$4.90B
Q4 2023206$5.57B
Q3 2023191$3.39B
Q2 2023195$3.00B
Q1 2023227$2.18B
Q4 2022271$2.41B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding F&G Annuities & Life, Inc.; share changes are against Q4 2024.

Institutions holding FG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management51$1.00K0.00%+9+21.4%Added
Montag A & Associates Inc24$8660.00%00.0%Unchanged
Davis Capital Management24$8650.00%00.0%Unchanged
Riverview Trust Co23$8290.00%00.0%Unchanged
Curio Wealth, LLC1$8290.00%−19−95.0%Reduced
Ronald Blue Trust, Inc.22$7930.00%+14+175.0%Added
MCF Advisors LLC21$7580.00%00.0%Unchanged
Private Wealth Asset Management, LLC19$6850.00%+19New
Tower Trust & Investment Co18$6260.00%+18New
Principal Securities, Inc.15$6220.00%00.0%Unchanged
West Branch Capital LLC16$5770.00%00.0%Unchanged
Geneos Wealth Management Inc.16$5770.00%00.0%Unchanged
Jones Financial Companies LLLP16$5630.00%+14+700.0%Added
Smartleaf Asset Management LLC13$4570.00%−2−13.3%Reduced
Truvestments Capital LLC13$4530.00%+1+8.3%Added
Rise Advisors, LLC12$4330.00%+12New
Whittier Trust Co of Nevada Inc11$3960.00%+4+57.1%Added
SJS Investment Consulting Inc.10$3610.00%+3+42.9%Added
Global Financial Private Client, LLC10$3610.00%+7+233.3%Added
Stephens Consulting, LLC10$3610.00%+10New
Cornerstone Planning Group LLC8$2760.00%+7+700.0%Added
Quest 10 Wealth Builders, Inc.7$2520.00%−1−12.5%Reduced
DiNuzzo Private Wealth, Inc.6$2170.00%00.0%Unchanged
St. Johns Investment Management Company, LLC6$2160.00%00.0%Unchanged
Costello Asset Management, INC6$2160.00%+6New
Nalls Sherbakoff Group, LLC6$2160.00%+6New
Stonebridge Financial Group, LLC5$1800.00%00.0%Unchanged
Hughes Financial Services, LLC3$1110.00%+3New
Brown, Lisle/Cummings, Inc.2$720.00%00.0%Unchanged
IFP Advisors, Inc0$720.00%0Unchanged
Vermillion Wealth Management, Inc.2$720.00%00.0%Unchanged
Key Financial Inc2$720.00%00.0%Unchanged
Ridgewood Investments LLC2$580.00%00.0%Unchanged
TFC Financial Management1$370.00%00.0%Unchanged
Bell Investment Advisors, Inc1$370.00%00.0%Unchanged
Glen Eagle Advisors, LLC1$370.00%00.0%Unchanged
HFM Investment Advisors, LLC1$370.00%+1New
Huntington National Bank1$360.00%00.0%Unchanged
Raffa Wealth Management, LLC1$360.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$360.00%00.0%Unchanged
NewSquare Capital LLC1$360.00%+1New
Bay Harbor Wealth Management, LLC1$360.00%+1New
Bessemer Group Inc1$00.00%00.0%Unchanged
Hantz Financial Services, Inc.3$00.00%−1−25.0%Reduced
Capital Advisors, Ltd. LLC11$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−63−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−12,580−100.0%Sold out
Zacks Investment Management0$00.00%−11,344−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−7,258−100.0%Sold out
Arizona State Retirement System0$00.00%−5,490−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−5,380−100.0%Sold out
ProShare Advisors LLC0$00.00%−5,236−100.0%Sold out
Mackenzie Financial Corp0$00.00%−5,072−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−4,945−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−706−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−438−100.0%Sold out
Simplex Trading, LLC0$00.00%−230−100.0%Sold out
Whittier Trust Co0$00.00%−170−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−137−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−20−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−19−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−16−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−12−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−10−100.0%Sold out
Larson Financial Group LLC0$00.00%−10−100.0%Sold out
Bogart Wealth, LLC0$00.00%−5−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
Global Retirement Partners, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed