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Corebridge Financial, Inc.

Insurer
Location
Houston, TX
Portfolio Value
Micro $4,386,388
Diversification
Highly concentrated
Reports for
Corebridge Institutional Investments (U.S.), LLC
Files via
Corebridge Institutional Investments (U.S.), LLC
Filing Date
Global Rank
#8,763 / 8,814 ▼ 6627
Top Industry
Capital Markets 100.0%
Period ended 4 months ago
Filed Aug 5, 2026 · 3mo
9 quarters · since Jun 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Insurer
SEC filer profile, Oct 17, 2026
SIC code
6311

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Unknown
$4,386,388 of valued equity, under the $10,000,000 needed to band a style
Turnover
Low turnover
5.5% over the last four quarters (under 30%)
Horizon
Short horizon
Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.8%; sector active share 88.3% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

1 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
100.0%
+18.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Jun 2024 → Jun 2026 · range 105 – 10,000
Highly concentrated+3,038

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 100.0% $4,386,388

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 tracked positions · $4,386,388 total · filing declares 1 positions · $4,248,795 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.