Position in AEG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$84,586
-$188,463 QoQ
Shares Held
11,651
-67.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $217,325,359 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
|
394,551 | $189,068,839 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
246,167 | $23,629,570 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,071 | $2,173,281 | |
| 4 | AIG |
American International Group, Inc.
|
19,937 | $1,500,259 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
25,160 | $480,807 | |
| 6 | SLF |
Sun Life Financial Inc
|
6,126 | $383,242 | |
| 7 | AEG |
Aegon Ltd.
This page
|
11,651 | $84,586 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
106 | $4,388 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,586 | 11,651 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,049 | 35,415 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $46,078 | 5,767 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $22,299 | 3,080 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,562 | 3,272 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,169 | 3,764 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $38,787 | 6,070 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $35,094 | 5,725 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,869 | 3,119 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $12,458 | 2,163 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||