SIGNATUREFD, LLC

Position in AEG — Aegon Ltd.

CIK 1456048 ATLANTA, GA

Position in AEG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$864,549

-$61,946 QoQ

Shares Held

119,084

-0.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.4299486077054852.ToString("F0")% Shared 0.ToString("F0")% None 99.57005139229452.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $39,667,834 across 8 Insurance - Diversified names. AEG ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	73,151	$35,053,959
2	SLF	Sun Life Financial Inc	28,040	$1,754,182
3	HIG	Hartford Insurance Group, Inc.	7,426	$1,004,217
4	AEG	Aegon Ltd. This page	119,084	$864,549
5	AIG	American International Group, Inc.	6,243	$469,785
6	ACGL	Arch Capital Group Ltd.	4,807	$461,423
7	BNT	Brookfield Wealth Solutions Ltd.	1,004	$41,565
8	PLGO	Pelagos Insurance Capital Ltd	950	$18,154

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$864,549	119,084	-0.9%	Shares	Sole	2026-04-07
2025-12-31	$926,495	120,168	+0.9%	Shares	Sole	2026-01-20
2025-09-30	$951,409	119,075	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$870,139	120,185	-4.6%	Shares	Sole	2025-07-16
2025-03-31	$830,023	125,952	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$760,475	129,113	-2.8%	Shares	Sole	2025-02-10
2024-09-30	$848,572	132,797	-1.0%	Shares	Sole	2024-10-21
2024-06-30	$822,492	134,175	+5.9%	Shares	Sole	2024-07-29
2024-03-31	$766,553	126,703	+3.1%	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.