Joel Greenblatt's FG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 35,515 shares of F&G Annuities & Life, Inc. (FG) worth $1.11 M, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 14,672 shares. Largest reduction occurred in Q4 2024, reducing 5,965 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's F&G Annuities & Life (FG) Holding Value Over Time
Track share changes against reported price movement
Quarterly F&G Annuities & Life (FG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +18,293 | New Buy | 18,293 | $18.12 |
| Q2 2023 | +11,632 | Add 63.59% | 29,925 | $24.78 |
| Q3 2023 | -75 | Reduce 0.25% | 29,850 | $28.06 |
| Q4 2023 | -3,055 | Reduce 10.23% | 26,795 | $46.00 |
| Q1 2024 | -163 | Reduce 0.61% | 26,632 | $40.55 |
| Q2 2024 | +1,990 | Add 7.47% | 28,622 | $38.05 |
| Q3 2024 | +382 | Add 1.33% | 29,004 | $44.72 |
| Q4 2024 | -5,965 | Reduce 20.57% | 23,039 | $41.44 |
| Q1 2025 | -226 | Reduce 0.98% | 22,813 | $36.05 |
| Q2 2025 | +14,672 | Add 64.31% | 37,485 | $31.98 |
| Q3 2025 | -1,970 | Reduce 5.26% | 35,515 | $31.27 |
Joel Greenblatt's F&G Annuities & Life Investment FAQs
Joel Greenblatt first purchased F&G Annuities & Life, Inc. (FG) in Q1 2023, acquiring 18,293 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held F&G Annuities & Life, Inc. (FG) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to F&G Annuities & Life, Inc. (FG) was in Q1 2023, adding 18,293 shares worth $331,469. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 35,515 shares of F&G Annuities & Life, Inc. (FG), valued at approximately $1.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, F&G Annuities & Life, Inc. (FG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in F&G Annuities & Life, Inc. (FG) was 37,485 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.