Position in FG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,855
+$133 QoQ
Shares Held
145
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 321 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $3,214,733 across 10 Insurance - Life names. FG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
13,038 | $2,329,629 | |
| 2 | AFL |
Aflac Inc
|
5,049 | $591,995 | |
| 3 | MFC |
Manulife Financial Corp
|
5,851 | $237,024 | |
| 4 | PRU |
Prudential Financial Inc
|
209 | $22,557 | |
| 5 | JXN |
Jackson Financial Inc.
|
153 | $15,665 | |
| 6 | MET |
Metlife Inc
|
140 | $11,845 | |
| 7 | FG |
F&G Annuities & Life, Inc.
This page
|
145 | $3,855 | |
| 8 | PUK |
Prudential PLC
|
62 | $1,662 |
All Filings in FG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,855 | 145 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,722 | 147 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $110,843 | 3,593 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,282 | 73 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,302 | 72 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,595 | 72 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,942 | 71 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,175 | 71 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,701 | 71 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,838 | 70 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,220 | 70 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,936 | 69 | Shares | Sole | 2023-10-17 | |
| 2022-12-31 | $4,242 | 212 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||