Edgestream Partners, L.P.

Position in FG — F&G Annuities & Life, Inc.

CIK 1535061 Princeton, NJ

Position in FG

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,855,337

+$274,267 QoQ

Shares Held

191,759

+29.1% QoQ

Ownership

0.145%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Edgestream Partners, L.P. holds $30,763,126 across 5 Insurance - Life names. FG ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	103,446	$10,936,311
2	GL	Globe Life Inc.	53,984	$7,512,953
3	MET	Metlife Inc	101,398	$7,170,866
4	FG	F&G Annuities & Life, Inc. This page	191,759	$4,855,337
5	AFL	Aflac Inc	2,622	$287,659

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,855,337	191,759	+29.1%	Shares	Sole	2026-05-18
2025-12-31	$4,581,070	148,495	+139.7%	Shares	Sole	2026-02-13
2025-09-30	$1,936,863	61,940	+845.4%	Shares	Sole	2025-11-12
2023-12-31	$301,392	6,552	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.