Position in AEG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,724,576
-$104,644 QoQ
Shares Held
237,545
+0.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $1,952,840 across 2 Insurance - Diversified names. AEG ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEG |
Aegon Ltd.
This page
|
237,545 | $1,724,576 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,378 | $228,264 |
All Filings in AEG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||