Ballentine Partners, LLC

Position in AEG — Aegon Ltd.

CIK 1374889 Waltham, MA

Position in AEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$456,324

+$65,606 QoQ

Shares Held

54,067

+0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#99

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $29,200,838 across 5 Insurance - Diversified names. AEG ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	46,440	$23,238,110
2	HIG	Hartford Insurance Group, Inc.	31,317	$4,150,128
3	ACGL	Arch Capital Group Ltd.	10,316	$1,001,269
4	AEG	Aegon Ltd. This page	54,067	$456,324
5	SLF	Sun Life Financial Inc	4,527	$355,007

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,324	54,067	+0.5%	Shares	Other	2026-07-17
2026-03-31	$390,718	53,818	-5.5%	Shares	Other	2026-05-14
2025-12-31	$438,976	56,936	-4.0%	Shares	Sole	2026-02-03
2025-09-30	$473,774	59,296	+1.7%	Shares	Sole	2025-11-03
2025-06-30	$422,134	58,306	-28.3%	Shares	Other	2025-07-15
2025-03-31	$536,076	81,347	+40.5%	Shares	Sole	2025-05-01
2024-12-31	$341,083	57,909	-7.0%	Shares	Other	2025-01-16
2024-09-30	$397,739	62,244	-4.7%	Shares	Sole	2024-10-23
2024-06-30	$400,203	65,286	+20.4%	Shares	Sole	2024-08-06
2024-03-31	$328,000	54,215	+19.7%	Shares	Sole	2024-04-11
2023-12-31	$260,927	45,300	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.