Advisors Asset Management, Inc.

Position in AEG — Aegon Ltd.

CIK 1297376 Monument, CO

Position in AEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$334,772

+$155,313 QoQ

Shares Held

39,665

+60.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#110

of 303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $9,719,374 across 5 Insurance - Diversified names. AEG ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HIG	Hartford Insurance Group, Inc.	25,847	$3,425,244
2	BRK-B	Berkshire Hathaway Inc	5,423	$2,713,614
3	AIG	American International Group, Inc.	22,774	$1,697,346
4	ACGL	Arch Capital Group Ltd.	15,953	$1,548,398
5	AEG	Aegon Ltd. This page	39,665	$334,772

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,772	39,665	+60.5%	Shares	Sole	2026-08-14
2026-03-31	$179,459	24,719	+93.6%	Shares	Sole	2026-05-15
2025-12-31	$98,433	12,767	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.