FG — F&G ANNUITIES & LIFE INC

Ownership history in Corient Private Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in F&G ANNUITIES & LIFE INC (FG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,026 +8,049 +823.8% 0.00% $279K $30.50
2025 Q3 REDUCED 977 -4,481 -82.1% 0.00% $31K $30.69
2025 Q3 INITIATED 5,458 — — 0.00% $171K $30.69
% of Fund (quarterly)    FG price (monthly, adj. close)

Other funds also holding FG

As of 2025 Q4 — sorted by position size

Fidelity National Financial, Inc. 3Y 7Y 88.32% Brave Warrior Advisors, LLC 3Y 7Y 3.89% DENALI ADVISORS LLC 3Y 7Y 0.83% JCP Investment Management, LLC 3Y 0.5% SUMMIT SECURITIES GROUP LLC 3Y 7Y 0.23% National Wealth Management Group, LLC 0.19% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.19% Crescent Grove Advisors, LLC 3Y 7Y 0.18% Ancora Advisors LLC 3Y 7Y 0.18% ARTHUR M. COHEN & ASSOCIATES, LLC 3Y 7Y 0.17%
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