Position in AEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,160
-$44,971 QoQ
Shares Held
1,675
-77.4% QoQ
Ownership
0.000%
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%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $16,445,308 across 7 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
17,022 | $16,051,210 | |
| 2 | AIG |
American International Group, Inc.
|
2,175 | $163,668 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,173 | $158,623 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
615 | $59,033 | |
| 5 | AEG |
Aegon Ltd.
This page
|
1,675 | $12,160 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $573 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $41 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,160 | 1,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $57,131 | 7,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,205 | 7,410 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,430 | 1,855 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,977 | 1,514 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,404 | 578 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,693 | 578 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,543 | 578 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,496 | 578 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,329 | 578 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||