True Wealth Design, LLC CRBG — COREBRIDGE FINL INC

Ownership history in True Wealth Design, LLC  ·  15 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported COREBRIDGE FINL INC (CRBG) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows CRBG at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRBG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC'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 Q3

CRBG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 509 +387 +317.2% 0.00% $17K 2026-10-13 $34.40
2026 Q2 REDUCED 90.1% +18.8% ❌ 122 -1,111 -90.1% 0.00% $3K 2026-07-16 $31.61
2025 Q4 ADDED — — — 1,233 +412 +50.2% 0.01% $37K 2026-01-08 $29.97
2025 Q3 REDUCED — — — 821 -20 -2.4% 0.01% $26K 2025-10-21 $31.11
2025 Q2 REDUCED 50.8% -6.2% ✅ 841 -868 -50.8% 0.01% $30K 2025-08-06 $32.85
2025 Q1 ADDED — — — 1,709 +936 +121.1% 0.02% $54K 2025-05-13 $31.23
2024 Q4 REDUCED 7.8% +6.3% ❌ 773 -65 -7.8% 0.01% $23K 2025-02-14 $31.36
2024 Q3 REDUCED 97.3% +3.6% ❌ 838 -30,453 -97.3% 0.01% $24K 2024-11-14 $28.64
2024 Q2 REDUCED 11.0% +1.0% ❌ 31,291 -3,867 -11.0% 0.23% $911K 2024-08-14 $25.13
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRBG

As of 2026 Q3 — sorted by position size

Sound Income Strategies, LLC 3Y 7Y 0.85% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Paragon Capital Management Ltd 3Y 7Y 0.05% OSLO PENSJONSFORSIKRING AS 0.03% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.02% Essential Partners LLC 0.01% IFM Investors Pty Ltd 3Y 7Y 0.01% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01% GATEWAY INVESTMENT ADVISERS LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.01%

FAQ About True Wealth Design, LLC and CRBG

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

How long has True Wealth Design, LLC reported owning CRBG?

True Wealth Design, LLC reported CRBG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CRBG position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for CRBG was 0.23% in 2024 Q2.

What is the latest reported CRBG position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 509 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this CRBG ownership page compare?

The chart compares True Wealth Design, LLC'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 True Wealth Design, LLC time their CRBG position?

Based on 13F filing dates vs. subsequent CRBG price moves, True Wealth Design, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on CRBG relative to SPY over the holding period was +0.7%.

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