LPL Financial LLC

Position in AEG — Aegon Ltd.

CIK 1403438 FORT MILL, SC

Position in AEG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$676,835

-$905,904 QoQ

Shares Held

93,228

-54.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $1,716,757,426 across 8 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	3,408,718	$1,633,457,665
2	HIG	Hartford Insurance Group, Inc.	247,327	$33,446,030
3	AIG	American International Group, Inc.	296,714	$22,327,728
4	ACGL	Arch Capital Group Ltd.	225,093	$21,606,677
5	SLF	Sun Life Financial Inc	71,509	$4,473,603
6	AEG	Aegon Ltd. This page	93,228	$676,835
7	PLGO	Pelagos Insurance Capital Ltd	25,795	$492,942
8	IGIC	International General Insurance Holdings Ltd.	11,391	$275,946

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$676,835	93,228	-54.6%	Shares	Sole	2026-05-06
2025-12-31	$1,582,739	205,284	+16.0%	Shares	Sole	2026-02-11
2025-09-30	$1,413,558	176,916	+20.5%	Shares	Sole	2025-11-12
2025-06-30	$1,062,542	146,760	+74.7%	Shares	Sole	2025-08-12
2025-03-31	$553,737	84,027	+16.7%	Shares	Sole	2025-05-07
2024-12-31	$424,080	72,000	+4.4%	Shares	Sole	2025-02-11
2024-09-30	$440,660	68,961	-10.7%	Shares	Sole	2024-11-08
2024-06-30	$473,560	77,253	-3.8%	Shares	Sole	2024-08-07
2024-03-31	$485,881	80,311	-53.7%	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.