Family Management’s Corebridge Financial CRBG Stock Holding History

Family Management’s Portfolio CRBG Stock Details CRBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Buy	16,582 +573	+4%	+$15.5K	0.05%	172
2026 Q1	$382K	Buy	16,009 +2,102	+15%	+$58.8K	0.05%	189
2025 Q4	$420K	Buy	13,907 +5,345	+62%	+$164K	0.05%	155
2025 Q3	$274K	Buy	+8,562	New	+$293K	0.04%	171
2023 Q4	–	Sell	-91,324	Closed	-$1.8M	–	166
2023 Q3	$1.8M	Sell	91,324 -755	-0.8%	-$14K	0.41%	53
2023 Q2	$1.63M	Sell	92,079 -1,814	-2%	-$30.3K	0.36%	52
2023 Q1	$1.5M	Sell	93,893 -4,050	-4%	-$79.4K	0.35%	53
2022 Q4	$1.96M	Buy	+97,943	New	+$2.07M	0.48%	48

Other funds holding CRBG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Family Management's CRBG Position: Q2 2026 in Review

Family Management increased its Corebridge Financial (CRBG) stake by 3.6% in Q2 2026, buying an estimated $15.5K and bringing the position to 16,582 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #172.

Family Management first reported a position in CRBG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.96M in Q4 2022. 446 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

Family Management held 16,582 shares of Corebridge Financial worth $475K as of Q2 2026.
Family Management bought 573 Corebridge Financial shares in Q2 2026, an estimated $15.5K.
Corebridge Financial made up 0.05% of Family Management's portfolio in Q2 2026, its #172 holding.
Family Management first reported a position in Corebridge Financial in Q4 2022 and has held it in 8 quarters since.
Family Management's Corebridge Financial position peaked at $1.96M in Q4 2022.
446 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.