Position in AEG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$246,996
+$34,888 QoQ
Shares Held
29,265
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $152,904,612 across 6 Insurance - Diversified names. AEG ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
266,093 | $139,137,073 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
101,476 | $9,849,260 | |
| 3 | AIG |
American International Group, Inc.
|
26,116 | $1,946,425 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
11,295 | $1,496,813 | |
| 5 | AEG |
Aegon Ltd.
This page
|
29,265 | $246,996 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,908 | $228,045 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,996 | 29,265 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $212,108 | 29,216 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $249,757 | 32,394 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $236,504 | 29,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $195,682 | 27,028 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $194,563 | 29,524 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $173,878 | 29,521 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $209,879 | 32,845 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $207,868 | 33,910 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $184,089 | 30,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $183,346 | 31,831 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||