Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$260,466
+$73,391 QoQ
Shares Held
30,861
+19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 304 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $614,976,446 across 9 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,065,814 | $593,190,636 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
63,708 | $6,183,498 | |
| 3 | SLF |
Sun Life Financial Inc
|
75,117 | $5,890,675 | |
| 4 | AIG |
American International Group, Inc.
|
64,765 | $4,826,935 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
29,639 | $3,927,760 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,631 | $282,878 | |
| 7 | AEG |
Aegon Ltd.
This page
|
30,861 | $260,466 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
8,782 | $213,841 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,466 | 30,861 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $187,075 | 25,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $143,660 | 18,633 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $150,092 | 18,785 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $126,236 | 17,436 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $124,860 | 18,947 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $96,380 | 15,083 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,325 | 12,288 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $71,250 | 11,777 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $144,184 | 25,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $120,619 | 25,129 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||