Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,028,089
+$303,513 QoQ
Shares Held
240,295
+1.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#40
of 303 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $2,246,571 across 2 Insurance - Diversified names. AEG ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEG |
Aegon Ltd.
This page
|
240,295 | $2,028,089 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,251 | $218,482 |
All Filings in AEG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,028,089 | 240,295 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,724,576 | 237,545 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,829,220 | 237,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,077,735 | 260,042 | Shares | Sole | 2025-12-10 | |
| No filing history on record for this holder in this stock. | ||||||