Position in FG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,739,551
+$6,387,152 QoQ
Shares Held
266,175
+2230.2% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026STEPHENS INC /AR/ holds $17,289,791 across 9 Insurance - Life names. FG ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FG |
F&G Annuities & Life, Inc.
This page
|
266,175 | $6,739,551 | |
| 2 | PRU |
Prudential Financial Inc
|
30,773 | $3,006,214 | |
| 3 | MET |
Metlife Inc
|
33,197 | $2,347,691 | |
| 4 | AFL |
Aflac Inc
|
19,038 | $2,088,658 | |
| 5 | UNM |
Unum Group
|
19,375 | $1,414,956 | |
| 6 | GL |
Globe Life Inc.
|
3,845 | $535,108 | |
| 7 | LNC |
Lincoln National Corp
|
12,002 | $426,071 | |
| 8 | MFC |
Manulife Financial Corp
|
11,459 | $394,647 |
All Filings in FG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,739,551 | 266,175 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $352,399 | 11,423 | Shares | Defined | 2026-02-05 | |
| 2022-12-31 | $527,343 | 26,354 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||