Position in AEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,014,049
+$149,500 QoQ
Shares Held
120,148
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#64
of 303 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026SIGNATUREFD, LLC holds $42,508,612 across 8 Insurance - Diversified names. AEG ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
73,775 | $36,916,272 | |
| 2 | SLF |
Sun Life Financial Inc
|
29,743 | $2,332,446 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
7,712 | $1,021,994 | |
| 4 | AEG |
Aegon Ltd.
This page
|
120,148 | $1,014,049 | |
| 5 | AIG |
American International Group, Inc.
|
7,974 | $594,302 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
5,046 | $489,764 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
3,076 | $74,900 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
1,521 | $64,885 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,049 | 120,148 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $864,549 | 119,084 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $926,495 | 120,168 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $951,409 | 119,075 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $870,139 | 120,185 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $830,023 | 125,952 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $760,475 | 129,113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $848,572 | 132,797 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $822,492 | 134,175 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $766,553 | 126,703 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $708,174 | 122,947 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||