Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$224,419
+$50,455 QoQ
Shares Held
26,590
+11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $56,072,138 across 6 Insurance - Diversified names. AEG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
95,807 | $48,689,214 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,316 | $2,162,196 | |
| 3 | SLF |
Sun Life Financial Inc
|
24,691 | $1,936,268 | |
| 4 | AIG |
American International Group, Inc.
|
20,703 | $1,542,994 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
15,630 | $1,517,047 | |
| 6 | AEG |
Aegon Ltd.
This page
|
26,590 | $224,419 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,419 | 26,590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $173,964 | 23,962 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $190,190 | 24,668 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $193,358 | 24,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $150,411 | 20,775 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $130,271 | 19,768 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $117,888 | 20,015 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $114,029 | 17,845 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $113,362 | 18,493 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $111,150 | 18,372 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $107,965 | 18,744 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||