Position in AEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$15,183
+$6,609 QoQ
Shares Held
1,799
+52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 304 holders
Holding Since
Mar 2024
10 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, 2026ASSETMARK, INC holds $332,296,851 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
|
250,492 | $125,343,691 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
787,534 | $104,364,005 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,050,118 | $101,924,453 | |
| 4 | AIG |
American International Group, Inc.
|
6,545 | $487,798 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,059 | $161,466 | |
| 6 | AEG |
Aegon Ltd.
This page
|
1,799 | $15,183 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6 | $255 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,183 | 1,799 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||