Position in AEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 303 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,118,560 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
8,990 | $4,498,506 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,556 | $603,761 | |
| 3 | AIG |
American International Group, Inc.
|
142 | $10,583 | |
| 4 | SLF |
Sun Life Financial Inc
|
61 | $4,783 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
8 | $776 | |
| 6 | AEG |
Aegon Ltd.
This page
|
18 | $151 |
All Filings in AEG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151 | 18 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||