Position in AEG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,574
+$40 QoQ
Shares Held
1,181
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026ASSETMARK, INC holds $326,903,143 across 7 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
253,243 | $121,354,045 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
768,041 | $103,862,184 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,036,532 | $99,496,706 | |
| 4 | AIG |
American International Group, Inc.
|
27,458 | $2,066,214 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,841 | $115,172 | |
| 6 | AEG |
Aegon Ltd.
This page
|
1,181 | $8,574 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6 | $248 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,574 | 1,181 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,534 | 1,107 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,173 | 1,023 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,125 | 846 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $408 | 62 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $365 | 62 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $396 | 62 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $380 | 62 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375 | 62 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||