Institutional & Family Asset Management’s Corebridge Financial CRBG Stock Holding History

Institutional & Family Asset 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
2024 Q2	$16.5K	Buy	567 +76	+15%	+$2.19K	﹤0.01%	362
2024 Q1	$14.1K	Sell	491 -11	-2%	-$272	﹤0.01%	369
2023 Q4	$10.9K	Buy	502 +373	+289%	+$7.69K	﹤0.01%	381
2023 Q3	$2.55K	Buy	+129	New	+$2.4K	﹤0.01%	539

Other funds holding CRBG

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's CRBG Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Corebridge Financial (CRBG) stake by 15% in Q2 2024, buying an estimated $2.19K and bringing the position to 567 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Institutional & Family Asset Management first reported a position in CRBG in Q3 2023 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold CRBG as of Q2 2024.

Institutional & Family Asset Management held 567 shares of Corebridge Financial worth $16.5K as of Q2 2024.
Institutional & Family Asset Management bought 76 Corebridge Financial shares in Q2 2024, an estimated $2.19K.
Corebridge Financial made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #362 holding.
Institutional & Family Asset Management first reported a position in Corebridge Financial in Q3 2023 and has held it in 4 quarters since.
380 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.