Position in AEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$697,144
+$98,913 QoQ
Shares Held
82,600
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 303 holders
Holding Since
Dec 2023
11 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $945,282,489 across 7 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,219,768 | $611,108,059 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,200,819 | $213,611,492 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
527,343 | $69,883,494 | |
| 4 | AIG |
American International Group, Inc.
|
646,615 | $48,192,215 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,385 | $1,363,331 | |
| 6 | AEG |
Aegon Ltd.
This page
|
82,600 | $697,144 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
16,307 | $426,754 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,144 | 82,600 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $598,231 | 82,401 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,907,600 | 247,419 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,152,010 | 269,338 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,857,711 | 256,590 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,511,311 | 229,334 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,362,645 | 231,349 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,535,772 | 240,340 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,484,526 | 242,174 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,007,845 | 166,586 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,513,221 | 262,712 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||