Position in AEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,892,775
+$501,146 QoQ
Shares Held
536,195
+21.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $246,206,089 across 6 Insurance - Diversified names. AEG ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
317,440 | $152,117,248 | |
| 2 | AIG |
American International Group, Inc.
|
569,436 | $42,850,058 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
309,383 | $41,837,862 | |
| 4 | AEG |
Aegon Ltd.
This page
|
536,195 | $3,892,775 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
38,971 | $3,740,826 | |
| 6 | SLF |
Sun Life Financial Inc
|
28,250 | $1,767,320 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,892,775 | 536,195 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,391,629 | 439,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,512,870 | 314,502 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,352,851 | 186,858 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $960,070 | 145,686 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $857,955 | 145,663 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $919,418 | 143,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $864,268 | 140,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $834,887 | 137,998 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $614,390 | 106,665 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||