Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COREBRIDGE FINL INC (CRBG)

432 + Investors. Track Smart Money conviction in CRBG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — CRBG

Based on 424 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CRBG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
424 hedge funds hold CRBG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

252 buying199 selling
Last quarter: 252 funds bought or added vs 199 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~83 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 63 → 84 → 83. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 28% new

34% conviction (2yr+) 38% medium 28% new
Of the 424 current holders: 144 (34%) held >2 years, 162 held 1–2 years, and 118 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

64 → 53 → 63 → 84 → 83 new funds/Q
New funds entering each quarter: 53 → 63 → 84 → 83. A growing number of institutions are discovering CRBG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 34% new entrants

37% veterans 29% 1-2yr 34% new
Of 432 current holders: 160 (37%) held 2+ years, 127 held 1–2 years, 145 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
45 of 424 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CRBG

How many hedge funds hold CRBG — quarterly history vs. share price
Quarterly hedge fund ownership of CRBG vs. share price

Market Analysis: CRBG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRBG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

67 top-rated funds 4 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: CRBG
2026 Q1 Stats Unlock in 22 days 432 + Investors

Track Smart Money conviction in CRBG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 432 431 0.23%
13F Shares 503M 524M -4.1%
Total Value $11.13B $11.68B -4.67%
New Positions 84 84 -
Increased Positions 178 195 -17
Closed Positions 82 52 +30
Reduced Positions 132 127 +5
Total Calls 6 7 -14.29%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.0 0.71 Neutral

Statistics: CRBG

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

432 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRBG. Verified SEC 13F-HR filings.

Top 25 institutional holders of CRBG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NIPPON LIFE INSURANCE CO 57.00% 121,956,256 $2.9M
2 PZENA INVESTMENT MANAGEMENT LLC 2.10% 27,045,794 $645.3M
3 Sound Income Strategies, LLC 0.62% 536,046 $12.9M
4 ALPINE ASSOCIATES MANAGEMENT INC. 0.40% 287,263 $6.9M
5 Severin Investments, LLC 0.31% 15,325 $366K
6 OAK FAMILY ADVISORS, LLC 0.10% 15,000 $358K
7 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.10% 9,950 $237K
8 TRUIST FINANCIAL CORP 0.07% 2,099,373 $50.1M
9 WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% 149,024 $3.6M
10 CWA Asset Management Group, LLC 0.06% 75,400 $1.8M
11 Retirement Systems of Alabama 0.04% 445,876 $10.6M
12 Richard Bernstein Advisors LLC 0.03% 45,295 $1.1M
13 Louisiana State Employees Retirement System 0.03% 74,000 $2K
14 EVOLVE PRIVATE WEALTH, LLC 0.03% 24,053 $574K
15 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% 80,974 $1.9M
16 Robeco Institutional Asset Management B.V. 0.02% 654,858 $15.6M
17 OP Asset Management Ltd 0.02% 57,446 $1.6M
18 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 0.01% 110,659 $2.6M
19 BI Asset Management Fondsmaeglerselskab A/S 0.01% 51,606 $1K
20 SG Americas Securities, LLC 0.01% 453,453 $11K
21 FOSTER & MOTLEY INC 0.01% 9,391
22 IFM Investors Pty Ltd 0.01% 57,939 $1.4M
23 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% 17,680 $422K
24 PROFUND ADVISORS LLC 0.01% 8,758 $209K
25 Avanza Fonder AB 0.01% 10,298 $246K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COREBRIDGE FINL INC (CRBG)

What does the Smart Money Trend signal show for CRBG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CRBG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRBG?

Slight buying edge — 56% buying: Last quarter: 252 funds bought or added vs 199 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CRBG holders?

Strong quality — 34% AUM from major funds: 45 of 424 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CRBG?

Mixed — 34% long-term, 28% new: Of the 424 current holders: 144 (34%) held >2 years, 162 held 1–2 years, and 118 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.