Position in AEG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$545,770
+$23,341 QoQ
Shares Held
75,175
+10.9% QoQ
Ownership
0.005%
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 0.13302294645826404.ToString("F0")%
Shared 99.86697705354175.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $32,478,167 across 6 Insurance - Diversified names. AEG ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
53,550 | $25,661,159 | |
| 2 | AIG |
American International Group, Inc.
|
52,752 | $3,969,587 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
9,068 | $1,226,264 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
7,470 | $717,044 | |
| 5 | AEG |
Aegon Ltd.
This page
|
75,175 | $545,770 | |
| 6 | SLF |
Sun Life Financial Inc
|
5,728 | $358,343 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,770 | 75,175 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $522,429 | 67,760 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $601,367 | 75,265 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $425,422 | 58,760 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $404,059 | 61,314 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $264,908 | 44,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $322,369 | 50,449 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $303,539 | 49,517 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,116 | 41,011 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $240,554 | 41,763 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||