Atria Investments, Inc

Position in AEG — Aegon Ltd.

CIK 1535865 Charlotte, NC

Position in AEG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$85,910

-$5,500 QoQ

Shares Held

10,179

-19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#199

of 303 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $29,657,306 across 5 Insurance - Diversified names. AEG ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	45,748	$22,891,841
2	ACGL	Arch Capital Group Ltd.	28,309	$2,747,671
3	AIG	American International Group, Inc.	35,151	$2,619,804
4	HIG	Hartford Insurance Group, Inc.	9,901	$1,312,080
5	AEG	Aegon Ltd. This page	10,179	$85,910

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,910	10,179	-19.2%	Shares	Sole	2026-07-28
2026-03-31	$91,410	12,591	-75.9%	Shares	Sole	2026-05-05
2025-12-31	$403,209	52,297	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$423,645	53,022	-0.3%	Shares	Sole	2025-11-06
2025-06-30	$385,211	53,206	+1.2%	Shares	Sole	2025-08-04
2025-03-31	$346,370	52,560	+13.8%	Shares	Sole	2025-05-06
2024-12-31	$272,088	46,195	-33.9%	Shares	Sole	2025-02-06
2024-09-30	$446,245	69,835	-1.8%	Shares	Sole	2024-11-01
2024-06-30	$435,892	71,108	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.