Joel Greenblatt's FG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 55,943 shares of F&G Annuities & Life, Inc. (FG) worth $1.42 M, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 15,458 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,970 | Add 9.75% | 55,943 | $25.32 |
| Q4 2025 | +15,458 | Add 43.53% | 50,973 | $30.85 |
| Q3 2025 | -1,970 | Reduce 5.26% | 35,515 | $31.27 |
| Q2 2025 | +14,672 | Add 64.31% | 37,485 | $31.98 |
| Q1 2025 | -226 | Reduce 0.98% | 22,813 | $36.05 |
| Q4 2024 | -5,965 | Reduce 20.57% | 23,039 | $41.44 |
| Q3 2024 | +382 | Add 1.33% | 29,004 | $44.72 |
| Q2 2024 | +1,990 | Add 7.47% | 28,622 | $38.05 |
| Q1 2024 | -163 | Reduce 0.61% | 26,632 | $40.55 |
| Q4 2023 | -3,055 | Reduce 10.23% | 26,795 | $46.00 |
| Q3 2023 | -75 | Reduce 0.25% | 29,850 | $28.06 |
| Q2 2023 | +11,632 | Add 63.59% | 29,925 | $24.78 |
| Q1 2023 | +18,293 | New Buy | 18,293 | $18.12 |
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 13 quarters since Q1 2023.
Joel Greenblatt's largest addition to F&G Annuities & Life, Inc. (FG) was in Q1 2023, adding 18,293 shares worth $331,469.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 55,943 shares of F&G Annuities & Life, Inc. (FG), valued at approximately $1.42 M.
As of the Q1 2026 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.
Joel Greenblatt's peak holding in F&G Annuities & Life, Inc. (FG) was 55,943 shares, as reported at the end of Q1 2026.