Position in AEG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$719,501
+$173,731 QoQ
Shares Held
85,249
+13.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#73
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $30,784,028 across 6 Insurance - Diversified names. AEG ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
45,087 | $22,561,083 | |
| 2 | AIG |
American International Group, Inc.
|
60,851 | $4,535,224 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
11,401 | $1,510,860 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,682 | $1,036,794 | |
| 5 | AEG |
Aegon Ltd.
This page
|
85,249 | $719,501 | |
| 6 | SLF |
Sun Life Financial Inc
|
5,363 | $420,566 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,501 | 85,249 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||