Williamson Legacy Group’s Corebridge Financial CRBG Stock Holding History

Williamson Legacy Group’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
2025 Q2	–	Sell	-43,753	Closed	-$1.38M	–	113
2025 Q1	$1.38M	Buy	43,753 +7,809	+22%	+$253K	1.31%	24
2024 Q4	$1.08M	Sell	35,944 -1,096	-3%	-$33.8K	0.72%	36
2024 Q3	$1.08M	Buy	37,040 +218	+0.6%	+$6.17K	0.72%	25
2024 Q2	$1.07M	Buy	36,822 +636	+2%	+$18.3K	0.8%	27
2024 Q1	$1.04M	Buy	36,186 +3,135	+9%	+$77.4K	0.81%	37
2023 Q4	$716K	Buy	+33,051	New	+$682K	0.66%	55

Other funds holding CRBG

NLI

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Williamson Legacy Group's CRBG Position: Q2 2025 in Review

Williamson Legacy Group sold out of Corebridge Financial (CRBG) in Q2 2025, closing a stake of 43,753 shares — an estimated $1.38M sold.

Williamson Legacy Group first reported a position in CRBG in Q4 2023 and held it in 6 quarters. The position peaked at $1.38M in Q1 2025. 422 funds tracked by Wall St. Rank hold CRBG as of Q2 2025.

Williamson Legacy Group reported no remaining Corebridge Financial position as of Q2 2025 after selling out during the quarter.
Williamson Legacy Group sold 43,753 Corebridge Financial shares in Q2 2025, an estimated $1.38M.
Williamson Legacy Group first reported a position in Corebridge Financial in Q4 2023 and held it in 6 quarters.
Williamson Legacy Group's Corebridge Financial position peaked at $1.38M in Q1 2025.
422 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.