CARY STREET PARTNERS FINANCIAL LLC

Position in AEG — Aegon Ltd.

CIK 1475045 RICHMOND, VA

Position in AEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$229,103

+$33,171 QoQ

Shares Held

27,145

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#130

of 303 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $40,586,312 across 4 Insurance - Diversified names. AEG ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	79,893	$39,977,658
2	AIG	American International Group, Inc.	5,090	$379,357
3	AEG	Aegon Ltd. This page	27,145	$229,103
4	ACGL	Arch Capital Group Ltd.	2	$194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,103	27,145	+0.6%	Shares	Defined	2026-07-17
2026-03-31	$195,932	26,988	0.0%	Shares	Defined	2026-04-29
2025-12-31	$208,077	26,988	-9.6%	Shares	Defined	2026-02-09
2025-09-30	$238,453	29,844	-1.4%	Shares	Defined	2025-11-10
2025-06-30	$219,031	30,253	-3.5%	Shares	Defined	2025-08-13
2025-03-31	$206,570	31,346	-10.6%	Shares	Defined	2025-05-09
2024-12-31	$206,509	35,061	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.