Position in AEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$790,380
+$113,545 QoQ
Shares Held
93,647
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,913,434,114 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
|
3,502,106 | $1,841,472,424 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
203,998 | $27,033,814 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
205,203 | $19,917,003 | |
| 4 | AIG |
American International Group, Inc.
|
232,462 | $17,325,392 | |
| 5 | SLF |
Sun Life Financial Inc
|
80,366 | $6,302,301 | |
| 6 | AEG |
Aegon Ltd.
This page
|
93,647 | $790,380 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
24,345 | $592,800 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,380 | 93,647 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $676,835 | 93,228 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,582,739 | 205,284 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,413,558 | 176,916 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,062,542 | 146,760 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $553,737 | 84,027 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $424,080 | 72,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $440,660 | 68,961 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $473,560 | 77,253 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $485,881 | 80,311 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $999,780 | 173,573 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||