WT
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Whittier Trust’s F&G Annuities & Life FG Stock Holding History

Whittier Trust’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 		$3.95K Sell
150
-120
-44% -$3.13K ﹤0.01% 1232
2025
Q4 		$7.8K Buy
+270
New +$8.45K ﹤0.01% 1172
2025
Q1 		– Sell
-170
Closed -$7.04K – 1515
2024
Q4 		$7.04K Hold
170
– – ﹤0.01% 1307
2024
Q3 		$7.6K Sell
170
-170
-50% -$7.04K ﹤0.01% 1316
2024
Q2 		$12.9K Hold
340
– – ﹤0.01% 1206
2024
Q1 		$13.8K Hold
340
– – ﹤0.01% 1215
2023
Q4 		$15.6K Hold
340
– – ﹤0.01% 1149
2023
Q3 		$9.54K Hold
340
– – ﹤0.01% 1272
2023
Q2 		$8.42K Hold
340
– – ﹤0.01% 1292
2023
Q1 		$6.16K Hold
340
– – ﹤0.01% 1371
2022
Q4 		$6.8K Buy
+340
New +$6.93K ﹤0.01% 1351

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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