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Corebridge Financial’s Morningstar MORN Stock Holding History

Corebridge Financial’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,134
Closed -$9.04M – 1696
2025
Q1 		$9.04M Sell
30,134
-741
-2% -$233K 0.05% 389
2024
Q4 		$10.4M Sell
30,875
-1,353
-4% -$462K 0.06% 354
2024
Q3 		$10.3M Sell
32,228
-1,085
-3% -$337K 0.05% 383
2024
Q2 		$9.86M Buy
+33,313
New +$9.86M 0.05% 398

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Corebridge Financial's MORN Position: Q2 2025 in Review

Corebridge Financial sold out of Morningstar (MORN) in Q2 2025, closing a stake of 30,134 shares — an estimated $9.04M sold.

Corebridge Financial first reported a position in MORN in Q2 2024 and held it in 4 quarters. The position peaked at $10.4M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Corebridge Financial reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 30,134 Morningstar shares in Q2 2025, an estimated $9.04M.
  • Corebridge Financial first reported a position in Morningstar in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Morningstar position peaked at $10.4M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.