MARATHON CAPITAL MANAGEMENT CRBG — COREBRIDGE FINL INC

Ownership history in MARATHON CAPITAL MANAGEMENT  ·  5 quarters on record

AI Ownership Summary

MARATHON CAPITAL MANAGEMENT reported COREBRIDGE FINL INC (CRBG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows CRBG at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRBG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARATHON CAPITAL MANAGEMENT's position in COREBRIDGE FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CRBG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRBG stock page MARATHON CAPITAL MANAGEMENT fund profile MARATHON CAPITAL MANAGEMENT full holdings
How MARATHON CAPITAL MANAGEMENT held CRBG — position size vs. price
% of Fund (quarterly)    CRBG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 14,712 +1,376 +10.3% 0.09% $421K 2026-07-22 $31.68
2026 Q1 REDUCED — — — 13,336 -49 -0.4% 0.07% $318K 2026-05-14 $27.43
2025 Q4 UNCHANGED — — — 13,385 — 0% 0.09% $404K 2026-01-29 $30.46
2025 Q3 ADDED — — — 13,385 +600 +4.7% 0.10% $429K 2025-11-14 $28.35
2025 Q2 INITIATED — — — 12,785 — — 0.12% $454K 2025-08-14 $33.09

🏢 Other funds also holding CRBG

As of 2026 Q2 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 57.81% Intrinsic Value Partners, LLC 3Y 0.87% Sound Income Strategies, LLC 3Y 7Y 0.7% FACTORY MUTUAL INSURANCE CO 3Y 7Y 0.31% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.17% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.06% Kepler Cheuvreux (Suisse) SA 0.05% Net Worth Advisory Group 0.05% ASR Vermogensbeheer N.V. 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.03%

FAQ About MARATHON CAPITAL MANAGEMENT and CRBG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARATHON CAPITAL MANAGEMENT reported owning CRBG?

MARATHON CAPITAL MANAGEMENT reported CRBG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported CRBG position in MARATHON CAPITAL MANAGEMENT's portfolio?

The largest reported portfolio weight for CRBG was 0.12% in 2025 Q2.

What is the latest reported CRBG position on this page?

The most recent filing on this page is 2026 Q2, when MARATHON CAPITAL MANAGEMENT reported 14,712 shares, equal to 0.09% of portfolio, with an estimated market value of $421K.

What does the chart on this CRBG ownership page compare?

The chart compares MARATHON CAPITAL MANAGEMENT's quarterly CRBG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARATHON CAPITAL MANAGEMENT time their CRBG position?

Based on 13F filing dates vs. subsequent CRBG price moves, MARATHON CAPITAL MANAGEMENT correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CRBG relative to SPY over the holding period was -19.1%.

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