EVERMAY WEALTH MANAGEMENT LLC

Position in AEG — Aegon Ltd.

CIK 1066816 ARLINGTON, VA

Position in AEG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,541

+$1,474 QoQ

Shares Held

1,249

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#233

of 303 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $4,420,288 across 4 Insurance - Diversified names. AEG ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	6,583	$3,294,067
2	ACGL	Arch Capital Group Ltd.	10,666	$1,035,241
3	HIG	Hartford Insurance Group, Inc.	607	$80,439
4	AEG	Aegon Ltd. This page	1,249	$10,541

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,541	1,249	0.0%	Shares	Sole	2026-07-27
2026-03-31	$9,067	1,249	0.0%	Shares	Sole	2026-05-12
2025-12-31	$9,629	1,249	0.0%	Shares	Sole	2026-01-22
2025-09-30	$9,979	1,249	0.0%	Shares	Sole	2025-11-05
2025-06-30	$9,042	1,249	0.0%	Shares	Sole	2025-07-30
2025-03-31	$8,230	1,249	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.