Marathon Capital Management’s Corebridge Financial CRBG Stock Holding History

Marathon Capital 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	$421K	Buy	14,712 +1,376	+10%	+$37.2K	0.09%	126
2026 Q1	$318K	Sell	13,336 -49	-0.4%	-$1.37K	0.07%	131
2025 Q4	$404K	Hold	13,385	–	–	0.09%	121
2025 Q3	$429K	Buy	13,385 +600	+5%	+$20.5K	0.1%	107
2025 Q2	$454K	Buy	+12,785	New	+$398K	0.12%	98

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

Marathon Capital Management's CRBG Position: Q2 2026 in Review

Marathon Capital Management increased its Corebridge Financial (CRBG) stake by 10% in Q2 2026, buying an estimated $37.2K and bringing the position to 14,712 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #126.

Marathon Capital Management first reported a position in CRBG in Q2 2025 and has held it in 5 quarters since. The position peaked at $454K in Q2 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

Marathon Capital Management held 14,712 shares of Corebridge Financial worth $421K as of Q2 2026.
Marathon Capital Management bought 1,376 Corebridge Financial shares in Q2 2026, an estimated $37.2K.
Corebridge Financial made up 0.09% of Marathon Capital Management's portfolio in Q2 2026, its #126 holding.
Marathon Capital Management first reported a position in Corebridge Financial in Q2 2025 and has held it in 5 quarters since.
Marathon Capital Management's Corebridge Financial position peaked at $454K in Q2 2025.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.