Position in AEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$595,627
+$510,494 QoQ
Shares Held
70,572
+562.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 303 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $330,973,347 across 6 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
538,819 | $296,560,225 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
123,255 | $16,333,752 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
132,680 | $12,877,920 | |
| 4 | AIG |
American International Group, Inc.
|
44,718 | $3,332,832 | |
| 5 | SLF |
Sun Life Financial Inc
|
16,233 | $1,272,991 | |
| 6 | AEG |
Aegon Ltd.
This page
|
70,572 | $595,627 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,627 | 70,572 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $85,133 | 10,655 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $77,142 | 10,655 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $72,351 | 10,979 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $62,757 | 10,655 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $71,018 | 11,114 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $74,258 | 12,114 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $79,436 | 13,130 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $111,461 | 19,351 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||