Position in AEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,802
-$95,008 QoQ
Shares Held
332
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 304 holders
Holding Since
Dec 2023
2 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, 2026Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,616 | $4,811,750 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
25,896 | $3,431,737 | |
| 3 | AIG |
American International Group, Inc.
|
14,872 | $1,108,410 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,811 | $369,895 | |
| 5 | SLF |
Sun Life Financial Inc
|
70 | $5,489 | |
| 6 | AEG |
Aegon Ltd.
This page
|
332 | $2,802 |
All Filings in AEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,802 | 332 | Shares | Sole | 2026-07-28 | |
| 2023-12-31 | $97,810 | 16,981 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||