Van Hulzen Asset Management’s F&G Annuities & Life FG Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-438	Closed	-$18.2K	–	562
2024 Q4	$18.2K	Sell	438 -30,019	-99%	-$1.32M	﹤0.01%	692
2024 Q3	$1.36M	Buy	30,457 +1,759	+6%	+$72.8K	0.1%	138
2024 Q2	$1.09M	Buy	28,698 +2,126	+8%	+$83.3K	0.07%	152
2024 Q1	$1.08M	Buy	26,572 +6,162	+30%	+$258K	0.07%	161
2023 Q4	$939K	Buy	+20,410	New	+$761K	0.07%	167

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Van Hulzen Asset Management's FG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of F&G Annuities & Life (FG) in Q1 2025, closing a stake of 438 shares — an estimated $18.2K sold.

Van Hulzen Asset Management first reported a position in FG in Q4 2023 and held it in 5 quarters. The position peaked at $1.36M in Q3 2024. 243 funds tracked by Wall St. Rank hold FG as of Q1 2025.

Van Hulzen Asset Management reported no remaining F&G Annuities & Life position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 438 F&G Annuities & Life shares in Q1 2025, an estimated $18.2K.
Van Hulzen Asset Management first reported a position in F&G Annuities & Life in Q4 2023 and held it in 5 quarters.
Van Hulzen Asset Management's F&G Annuities & Life position peaked at $1.36M in Q3 2024.
243 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.