Position in FG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,090
+$52 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $305,072 across 7 Insurance - Life names. FG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
2,203 | $237,769 | |
| 2 | MET |
Metlife Inc
|
518 | $43,827 | |
| 3 | MFC |
Manulife Financial Corp
|
348 | $14,097 | |
| 4 | AFL |
Aflac Inc
|
52 | $6,097 | |
| 5 | BHF |
Brighthouse Financial, Inc.
|
29 | $1,835 | |
| 6 | FG |
F&G Annuities & Life, Inc.
This page
|
41 | $1,090 | |
| 7 | GL |
Globe Life Inc.
|
2 | $357 |
All Filings in FG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090 | 41 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,038 | 41 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 41 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||