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Whipplewood Advisors’s Corebridge Financial CRBG Stock Holding History

Whipplewood Advisors’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 		$1.77K Buy
62
+10
+19% +$270 ﹤0.01% 449
2026
Q1 		$1.24K Buy
+52
New +$1.46K ﹤0.01% 858
2025
Q3 		– Sell
-68
Closed -$2.41K – 496
2025
Q2 		$2.41K Buy
68
+36
+113% +$1.12K ﹤0.01% 838
2025
Q1 		$2.12K Sell
32
-35
-52% -$1.13K ﹤0.01% 878
2024
Q4 		$2K Buy
+67
New +$2.07K ﹤0.01% 882

Other funds holding CRBG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whipplewood Advisors's CRBG Position: Q2 2026 in Review

Whipplewood Advisors increased its Corebridge Financial (CRBG) stake by 19% in Q2 2026, buying an estimated $270 and bringing the position to 62 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Whipplewood Advisors first reported a position in CRBG in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.41K in Q2 2025. 444 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Whipplewood Advisors held 62 shares of Corebridge Financial worth $1.77K as of Q2 2026.
  • Whipplewood Advisors bought 10 Corebridge Financial shares in Q2 2026, an estimated $270.
  • Corebridge Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #449 holding.
  • Whipplewood Advisors first reported a position in Corebridge Financial in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Corebridge Financial position peaked at $2.41K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.