MORGAN STANLEY

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

CIK 895421 NEW YORK, NY

Position in FG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,995,133

+$1,197,142 QoQ

Shares Held

513,236

+34.2% QoQ

Ownership

0.387%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $3,765,330,236 across 18 Insurance - Life names. FG ranks #14 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	7,901,444	$866,867,413
2	MET	Metlife Inc	11,120,757	$786,459,925
3	PRU	Prudential Financial Inc	6,154,554	$601,238,371
4	MFC	Manulife Financial Corp	10,429,680	$359,198,175
5	GL	Globe Life Inc.	1,931,878	$268,859,456
6	UNM	Unum Group	3,334,475	$243,516,698
7	PUK	Prudential PLC	5,104,557	$145,122,551
8	LNC	Lincoln National Corp	3,692,842	$131,095,887

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,995,133	513,236	+34.2%	Shares	Defined	2026-05-15
2025-12-31	$11,797,991	382,431	+202.3%	Shares	Defined	2026-05-27
2025-09-30	$3,955,963	126,510	-18.7%	Shares	Defined	2026-05-27
2025-06-30	$4,973,908	155,532	-12.4%	Shares	Defined	2025-08-15
2025-03-31	$6,401,755	177,580	+80.8%	Shares	Defined	2025-05-15
2024-12-31	$4,069,484	98,202	-25.0%	Shares	Defined	2025-05-15
2024-09-30	$5,852,546	130,871	+54.3%	Shares	Defined	2025-05-14
2024-06-30	$3,226,597	84,799	-34.9%	Shares	Defined	2025-05-14
2024-03-31	$5,280,010	130,210	-7.1%	Shares	Defined	2024-10-17
2023-12-31	$6,446,118	140,133	+20.7%	Shares	Defined	2024-08-16
2023-09-30	$3,257,032	116,074	-34.5%	Shares	Defined	2023-11-15
2023-06-30	$4,388,903	177,115	+42.6%	Shares	Defined	2023-08-14
2023-03-31	$2,250,227	124,185	-17.8%	Shares	Defined	2023-05-15
2022-12-31	$3,024,207	151,135	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.