Position in FG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,149,705
+$410,154 QoQ
Shares Held
268,887
+1.0% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#29
of 323 holders
Holding Since
Dec 2022
4 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 Jun 30, 2026STEPHENS INC /AR/ holds $16,532,702 across 8 Insurance - Life names. FG ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FG |
F&G Annuities & Life, Inc.
This page
|
268,887 | $7,149,705 | |
| 2 | MET |
Metlife Inc
|
30,444 | $2,575,866 | |
| 3 | AFL |
Aflac Inc
|
19,425 | $2,277,581 | |
| 4 | UNM |
Unum Group
|
19,063 | $1,704,232 | |
| 5 | PRU |
Prudential Financial Inc
|
12,307 | $1,328,294 | |
| 6 | GL |
Globe Life Inc.
|
3,589 | $641,282 | |
| 7 | MFC |
Manulife Financial Corp
|
10,651 | $431,472 | |
| 8 | LNC |
Lincoln National Corp
|
12,002 | $424,270 |
All Filings in FG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,149,705 | 268,887 | Shares | Defined | 2026-07-29 | |
| 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. | ||||||