CAPTRUST FINANCIAL ADVISORS

Position in AEG — Aegon Ltd.

CIK 1512024 RALEIGH, NC

Position in AEG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$187,075

+$43,415 QoQ

Shares Held

25,768

+38.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 10.691555417572182.ToString("F0")% Shared 0.ToString("F0")% None 89.30844458242781.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $506,826,102 across 7 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,010,888	$484,417,529
2	AIG	American International Group, Inc.	94,973	$7,146,718
3	ACGL	Arch Capital Group Ltd.	66,310	$6,365,096
4	SLF	Sun Life Financial Inc	75,616	$4,730,536
5	HIG	Hartford Insurance Group, Inc.	27,395	$3,704,625
6	BNT	Brookfield Wealth Solutions Ltd.	6,631	$274,523
7	AEG	Aegon Ltd. This page	25,768	$187,075

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$187,075	25,768	+38.3%	Shares	Sole	2026-05-15
2025-12-31	$143,660	18,633	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$150,092	18,785	+7.7%	Shares	Sole	2025-11-19
2025-06-30	$126,236	17,436	-8.0%	Shares	Sole	2025-08-15
2025-03-31	$124,860	18,947	+25.6%	Shares	Sole	2025-05-15
2024-09-30	$96,380	15,083	+22.7%	Shares	Sole	2024-11-14
2024-06-30	$75,325	12,288	+4.3%	Shares	Sole	2024-08-15
2024-03-31	$71,250	11,777	-53.0%	Shares	Sole	2024-05-15
2023-12-31	$144,184	25,032	-0.4%	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.