Corebridge Financial’s Surgery Partners SGRY Stock Holding History

Corebridge Financial’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,624	Closed	-$894K	–	2323
2025 Q1	$894K	Sell	37,624 -558	-1%	-$13.2K	0.01%	1305
2024 Q4	$808K	Sell	38,182 -2,882	-7%	-$75.6K	﹤0.01%	1431
2024 Q3	$1.32M	Sell	41,064 -254	-0.6%	-$7.5K	0.01%	1223
2024 Q2	$983K	Buy	+41,318	New	+$1.06M	0.01%	1345

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial's SGRY Position: Q2 2025 in Review

Corebridge Financial sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 37,624 shares — an estimated $894K sold.

Corebridge Financial first reported a position in SGRY in Q2 2024 and held it in 4 quarters. The position peaked at $1.32M in Q3 2024. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

Corebridge Financial reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
Corebridge Financial sold 37,624 Surgery Partners shares in Q2 2025, an estimated $894K.
Corebridge Financial first reported a position in Surgery Partners in Q2 2024 and held it in 4 quarters.
Corebridge Financial's Surgery Partners position peaked at $1.32M in Q3 2024.
201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

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