FG β€” F&G ANNUITIES & LIFE INC

Ownership history in SUMMIT SECURITIES GROUP LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.23% (2025 Q4)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    FG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,950 +55,950 +5595.0% 0.23% $1.8M $30.50
2025 Q1 INITIATED 1,000 β€” β€” 0.01% $36K $34.91

🏒 Other funds also holding FG

As of 2025 Q4 β€” 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% 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% Versor Investments LP 3Y 7Y 0.16%
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