Morgan Stanley
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Morgan Stanley’s F&G Annuities & Life FG Stock Holding History

Morgan Stanley’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
Q2 		$16.2M Buy
608,711
+95,475
+19% +$2.61M ﹤0.01% 3286
2026
Q1 		$13M Buy
513,236
+130,805
+34% +$3.41M ﹤0.01% 3339
2025
Q4 		$11.8M Buy
382,431
+255,921
+202% +$8.01M ﹤0.01% 3458
2025
Q3 		$3.96M Sell
126,510
-29,022
-19% -$959K ﹤0.01% 4339
2025
Q2 		$4.97M Sell
155,532
-22,048
-12% -$732K ﹤0.01% 4069
2025
Q1 		$6.4M Buy
177,580
+79,378
+81% +$3.33M ﹤0.01% 3714
2024
Q4 		$4.07M Sell
98,202
-32,669
-25% -$1.44M ﹤0.01% 4168
2024
Q3 		$5.85M Buy
130,871
+46,072
+54% +$1.91M ﹤0.01% 3849
2024
Q2 		$3.23M Sell
84,799
-45,411
-35% -$1.78M ﹤0.01% 4225
2024
Q1 		$5.28M Sell
130,210
-150,056
-54% -$6.28M ﹤0.01% 3875
2023
Q4 		$12.9M Buy
280,266
+164,192
+141% +$6.12M ﹤0.01% 3712
2023
Q3 		$3.26M Sell
116,074
-61,041
-34% -$1.65M ﹤0.01% 4049
2023
Q2 		$4.39M Buy
177,115
+52,930
+43% +$1.04M ﹤0.01% 3874
2023
Q1 		$2.25M Sell
124,185
-26,950
-18% -$540K ﹤0.01% 4384
2022
Q4 		$3.02M Buy
+151,135
New +$3.08M ﹤0.01% 4161

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Morgan Stanley's FG Position: Q2 2026 in Review

Morgan Stanley increased its F&G Annuities & Life (FG) stake by 19% in Q2 2026, buying an estimated $2.61M and bringing the position to 608,711 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Morgan Stanley first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Morgan Stanley held 608,711 shares of F&G Annuities & Life worth $16.2M as of Q2 2026.
  • Morgan Stanley bought 95,475 F&G Annuities & Life shares in Q2 2026, an estimated $2.61M.
  • F&G Annuities & Life made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3286 holding.
  • Morgan Stanley first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.