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Allen Investment Management’s F&G Annuities & Life FG Stock Holding History

Allen Investment Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32,901
Closed -$1.05M – 205
2025
Q2 		$1.05M Hold
32,901
– – 0.01% 132
2025
Q1 		$1.19M Hold
32,901
– – 0.01% 132
2024
Q4 		$1.36M Sell
32,901
-483
-1% -$21.3K 0.02% 125
2024
Q3 		$1.49M Hold
33,384
– – 0.02% 124
2024
Q2 		$1.27M Hold
33,384
– – 0.02% 133
2024
Q1 		$1.35M Hold
33,384
– – 0.02% 121
2023
Q4 		$1.54M Buy
33,384
+483
+1% +$18K 0.02% 115
2023
Q3 		$923K Buy
+32,901
New +$890K 0.01% 136

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Allen Investment Management's FG Position: Q3 2025 in Review

Allen Investment Management sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 32,901 shares — an estimated $1.05M sold.

Allen Investment Management first reported a position in FG in Q3 2023 and held it in 8 quarters. The position peaked at $1.54M in Q4 2023. 226 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • Allen Investment Management reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • Allen Investment Management sold 32,901 F&G Annuities & Life shares in Q3 2025, an estimated $1.05M.
  • Allen Investment Management first reported a position in F&G Annuities & Life in Q3 2023 and held it in 8 quarters.
  • Allen Investment Management's F&G Annuities & Life position peaked at $1.54M in Q4 2023.
  • 226 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on Allen Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.