Position in AEG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$28,214
+$3,944 QoQ
Shares Held
3,343
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $48,683,079 across 7 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
96,116 | $48,095,485 | |
| 2 | SLF |
Sun Life Financial Inc
|
2,017 | $158,173 | |
| 3 | AIG |
American International Group, Inc.
|
1,951 | $145,408 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
1,046 | $138,615 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
1,134 | $110,066 | |
| 6 | AEG |
Aegon Ltd.
This page
|
3,343 | $28,214 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
272 | $7,118 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,214 | 3,343 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $24,270 | 3,343 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,774 | 3,343 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $26,574 | 3,326 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $24,080 | 3,326 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $26,748 | 4,059 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $26,045 | 4,422 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $27,924 | 4,370 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $28,185 | 4,598 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $22,427 | 3,707 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $21,070 | 3,658 | Shares | Sole | 2024-01-03 | |
| No filing history on record for this holder in this stock. | ||||||