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Disclosery

FG F&G ANNUITIES & LIFE INC

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COMMON STOCK (common), issuer CIK 1934850

243 managers (246 13F filers) reported a position in FG shares at 2025-03-31, 129,567,974 shares in all. 59 filers opened a position and 23 filers sold out during the quarter.

Managers
243
13F filers
246
New
59
Added
77
Reduced
48
Sold out
23
Shares held by filers
129,567,974

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
West Oak Capital, LLC2,393$8630.03%013F-HRTimeline
Riverview Trust Co23$829<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$8290.01%-1913F-HRTimeline
Blue Trust, Inc.22$793<0.01%+1413F-HRTimeline
MCF Advisors LLC21$758<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC19$685<0.01%13F-HRTimeline
TOWER TRUST & INVESTMENT Co18$626<0.01%13F-HRTimeline
West Branch Capital LLC16$577<0.01%013F-HRTimeline
Geneos Wealth Management Inc.16$577<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16$563<0.01%+1413F-HR/ATimelineGroup
Smartleaf Asset Management LLC13$457<0.01%-213F-HRTimeline
Truvestments Capital LLC13$453<0.01%+113F-HRTimeline
Rise Advisors, LLC12$433<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$396<0.01%+413F-HRTimeline
SJS Investment Consulting Inc.10$361<0.01%+313F-HRTimeline
Stephens Consulting, LLC10$361<0.01%new13F-HRTimeline
Global Financial Private Client, LLC10$361<0.01%+713F-HRTimeline
Cornerstone Planning Group LLC8$276<0.01%+713F-HRTimeline
Quest 10 Wealth Builders, Inc.7$252<0.01%-113F-HRTimeline
DiNuzzo Private Wealth, Inc.6$217<0.01%013F-HRTimeline
St. Johns Investment Management Company…6$216<0.01%013F-HRTimeline
Costello Asset Management, INC6$216<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC6$216<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC5$180<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$111<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2$72<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2$72<0.01%013F-HRTimeline
Key Financial Inc2$72<0.01%013F-HRTimeline
IFP Advisors, Inc0$72<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Ridgewood Investments LLC2$58<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$37<0.01%013F-HRTimeline
Bell Investment Advisors, Inc1$37<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1$37<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$37<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$36<0.01%013F-HRTimelineGroup
NewSquare Capital LLC1$36<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$36<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$36<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$36<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC11$00%013F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.3$00%-113F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.