DIMENSIONAL FUND ADVISORS LP

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

CIK 354204 AUSTIN, TX

Position in FG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$37,478,131

+$2,877,916 QoQ

Shares Held

1,480,179

+32.0% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 88% Shared 9% None 3%

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,834,507,663 across 17 Insurance - Life names. FG ranks #14 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	7,123,164	$503,750,155
2	AFL	Aflac Inc	4,550,855	$499,274,300
3	JXN	Jackson Financial Inc.	4,060,350	$429,260,200
4	PRU	Prudential Financial Inc	3,758,545	$367,172,258
5	GL	Globe Life Inc.	2,353,192	$327,493,729
6	UNM	Unum Group	4,084,382	$298,282,416
7	MFC	Manulife Financial Corp	8,257,487	$284,387,850
8	LNC	Lincoln National Corp	7,755,506	$275,320,462

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,478,131	1,480,179	+32.0%	Shares	Sole	2026-05-07
2025-12-31	$34,600,215	1,121,563	+33.4%	Shares	Sole	2026-02-12
2025-09-30	$26,297,098	840,969	+12.6%	Shares	Sole	2025-11-12
2025-06-30	$23,875,466	746,575	+49.8%	Shares	Sole	2025-08-12
2025-03-31	$17,970,094	498,477	+20.6%	Shares	Sole	2025-05-13
2024-12-31	$17,123,089	413,202	+11.3%	Shares	Sole	2025-02-13
2024-09-30	$16,596,528	371,121	+15.0%	Shares	Sole	2024-11-07
2024-06-30	$12,279,266	322,714	+25.1%	Shares	Sole	2024-08-09
2024-03-31	$10,463,723	258,045	+21.1%	Shares	Sole	2024-05-10
2023-12-31	$9,800,070	213,045	-0.0%	Shares	Sole	2024-02-07
2023-09-30	$5,978,490	213,061	-0.6%	Shares	Sole	2023-11-09
2023-06-30	$5,309,188	214,253	-6.2%	Shares	Sole	2023-08-09
2023-03-31	$4,139,947	228,474	-7.1%	Shares	Sole	2023-05-12
2022-12-31	$4,920,397	245,897	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.