Matthew Hamilton Rosenberg’s F&G Annuities & Life FG Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q1	–	Sell	-1	Closed	-$31	–	809
2025 Q4	$31	Buy	+1	New	+$31	﹤0.01%	802
2024 Q4	–	Sell	-1	Closed	-$45	–	824
2024 Q3	$45	Hold	1	–	–	﹤0.01%	833
2024 Q2	$38	Hold	1	–	–	﹤0.01%	804
2024 Q1	$40	Hold	1	–	–	﹤0.01%	846
2023 Q4	$46	Hold	1	–	–	﹤0.01%	903
2023 Q3	$28	Hold	1	–	–	﹤0.01%	929
2023 Q2	$25	Hold	1	–	–	﹤0.01%	952
2023 Q1	$18	Buy	+1	New	+$20	﹤0.01%	937

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's FG Position: Q1 2026 in Review

Matthew Hamilton Rosenberg sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 1 share — an estimated $31 sold.

Matthew Hamilton Rosenberg first reported a position in FG in Q1 2023 and held it in 8 quarters. The position peaked at $46 in Q4 2023. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

Matthew Hamilton Rosenberg reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 1 F&G Annuities & Life share in Q1 2026, an estimated $31.
Matthew Hamilton Rosenberg first reported a position in F&G Annuities & Life in Q1 2023 and held it in 8 quarters.
Matthew Hamilton Rosenberg's F&G Annuities & Life position peaked at $46 in Q4 2023.
330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2026, filed 7 Apr 2026.