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Paul Isaac's Arbiter Partners Capital Management increased its CRBG position by 240%, from 3.78% to 6.19% of the portfolio.

Now holds 794,310 shares worth $22.74M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Paul Isaac's Arbiter Partners Capital Management bought 561K shares more of Corebridge Financial Inc (CRBG) in 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026, a 240% increase in the share count. Paul Isaac now holds 794K shares worth about $22.7M, 6.19% of the portfolio against 3.78% a quarter earlier.

What did the 2026 Q2 filing report for CRBG?

As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.

Before After
Shares 234K 794K
Shares added +561K (240%)
Reported value $5.6M $22.7M
Portfolio weight 3.78% 6.19%
Rank in portfolio 3rd of 42

How much did Paul Isaac add to CRBG?

Paul Isaac added 561K shares of CRBG during 2026 Q2, taking the stake from 234K to 794K. The reported value of the position rose by about $17.2M, from about $5.6M to about $22.7M.

Where does CRBG sit in the Paul Isaac portfolio?

CRBG ranks 3rd of 42 stock positions in the Paul Isaac portfolio at 6.19%, above the fund's average stock position of 2%. The largest stock position is GRAL at 38.42%. Next come GEF-B at 9.86% and CRBG at 6.19%. The three largest stocks together are 54.47% of the book. The CRBG addition was the 3rd largest of the quarter's 45 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Paul Isaac reported 42 stock positions, with 5 opened and 3 closed. The total portfolio value is about $367.5M, up 149% from the prior quarter.

Paul Isaac buys and sells, 2026 Q2

How long has Paul Isaac held CRBG?

Paul Isaac first reported CRBG in the quarter ended December 31, 2022. The weight peaked at 8.07% in 2024 Q4. Last quarter the fund had cut the position by 13%, so the add reverses the prior move. Every reported trade is on the Paul Isaac CRBG trade history page.

Paul Isaac shares of CRBG by quarter

Did other funds buy or sell CRBG in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of September 15, 2026, 3 hold CRBG. Of those, 1 added to the position this quarter and 1 trimmed it. The largest buyers of CRBG this quarter were Richard Pzena and Ole Andreas Halvorsen. The largest seller was Donald Smith & Co.. Every tracked holder of CRBG is on the CRBG ownership page.

FAQ

How many CRBG shares did Paul Isaac buy in 2026 Q2?

Paul Isaac added 561K shares of CRBG, a 240% increase, to 794K shares.

What is the CRBG position of Paul Isaac worth now?

The CRBG position of Paul Isaac is worth about $22.7M at June 30, 2026 prices, 6.19% of the portfolio.

Is CRBG a top holding of Paul Isaac?

CRBG ranks 3rd of 42 stock positions in the Paul Isaac portfolio, at 6.19%.

Did other funds add to CRBG in 2026 Q2?

Among the 3 other tracked funds that hold CRBG, 1 added to it in 2026 Q2 and 1 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst