GREENLEAF TRUST

Position in AEG — Aegon Ltd.

CIK 1162170 KALAMAZOO, MI

Position in AEG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,109,741

-$73,558 QoQ

Shares Held

152,857

-0.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

GREENLEAF TRUST holds $72,800,304 across 5 Insurance - Diversified names. AEG ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	140,431	$67,294,534
2	HIG	Hartford Insurance Group, Inc.	21,511	$2,908,932
3	AIG	American International Group, Inc.	16,619	$1,250,579
4	AEG	Aegon Ltd. This page	152,857	$1,109,741
5	ACGL	Arch Capital Group Ltd.	2,464	$236,518

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,109,741	152,857	-0.4%	Shares	Defined	2026-04-27
2025-12-31	$1,183,299	153,476	+0.2%	Shares	Defined	2026-01-21
2025-09-30	$1,223,516	153,131	0.0%	Shares	Defined	2025-10-22
2025-06-30	$1,108,668	153,131	-0.9%	Shares	Defined	2025-07-17
2025-03-31	$1,018,273	154,518	0.0%	Shares	Defined	2025-04-30
2024-12-31	$910,111	154,518	0.0%	Shares	Defined	2025-01-24
2024-09-30	$987,370	154,518	+0.1%	Shares	Defined	2024-10-22
2024-06-30	$945,908	154,308	0.0%	Shares	Defined	2024-07-22
2024-03-31	$933,563	154,308	+0.1%	Shares	Defined	2024-04-29
2023-12-31	$888,007	154,168	—	Shares	Defined	2024-01-31
No filing history on record for this holder in this stock.