Position in AEG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$598,231
-$1,309,369 QoQ
Shares Held
82,401
-66.7% 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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $957,272,859 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
|
1,242,321 | $595,320,223 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,221,926 | $213,282,676 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
638,721 | $86,374,240 | |
| 4 | AIG |
American International Group, Inc.
|
799,285 | $60,146,196 | |
| 5 | SLF |
Sun Life Financial Inc
|
18,281 | $1,143,659 | |
| 6 | AEG |
Aegon Ltd.
This page
|
82,401 | $598,231 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
16,827 | $407,634 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||