Skip to main content
Equibles

DIMENSIONAL FUND ADVISORS LP

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

CIK 354204 AUSTIN, TX
Back to FG Full portfolio

Position in FG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$56,805,463
+$19,327,332 QoQ
Shares Held
2,136,347
+44.3% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 323 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 91% Shared 7% None 3%

Common Shares in FG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. FG ranks #14 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MET
Metlife Inc
 7,190,673 $608,402,839
2 AFL
Aflac Inc
 4,586,923 $537,816,720
3 GL
Globe Life Inc.
 2,393,372 $427,647,705
4 PRU
Prudential Financial Inc
 3,909,820 $421,986,871
5 JXN
Jackson Financial Inc.
 4,117,157 $421,555,704
6 UNM
Unum Group
 4,137,367 $369,880,609
7 MFC
Manulife Financial Corp
 8,317,286 $336,933,254
8 LNC
Lincoln National Corp
 8,571,956 $303,018,642

All Filings in FG

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $56,805,463 2,136,347
2026-03-31 $37,478,131 1,480,179
2025-12-31 $34,600,215 1,121,563
2025-09-30 $26,297,098 840,969
2025-06-30 $23,875,466 746,575
2025-03-31 $17,970,094 498,477
2024-12-31 $17,123,089 413,202
2024-09-30 $16,596,528 371,121
2024-06-30 $12,279,266 322,714
2024-03-31 $10,463,723 258,045
2023-12-31 $9,800,070 213,045
2023-09-30 $5,978,490 213,061
2023-06-30 $5,309,188 214,253
2023-03-31 $4,139,947 228,474
2022-12-31 $4,920,397 245,897