Crossmark Global Holdings, Inc.

Position in AEG — Aegon Ltd.

CIK 1539204 HOUSTON, TX

Position in AEG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,187,024

-$23,091 QoQ

Shares Held

163,502

+4.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Crossmark Global Holdings, Inc. holds $72,842,734 across 6 Insurance - Diversified names. AEG ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	98,456	$47,180,115
2	SLF	Sun Life Financial Inc	190,289	$11,904,479
3	HIG	Hartford Insurance Group, Inc.	58,307	$7,884,855
4	AIG	American International Group, Inc.	32,475	$2,443,743
5	ACGL	Arch Capital Group Ltd.	23,362	$2,242,518
6	AEG	Aegon Ltd. This page	163,502	$1,187,024

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,187,024	163,502	+4.2%	Shares	Sole	2026-05-11
2025-12-31	$1,210,115	156,954	-7.2%	Shares	Sole	2026-02-03
2025-09-30	$1,351,260	169,119	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$1,211,889	167,388	+32.7%	Shares	Sole	2025-08-08
2025-03-31	$831,064	126,110	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$742,381	126,041	+1.7%	Shares	Sole	2025-01-16
2024-09-30	$792,020	123,947	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$748,331	122,077	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$731,390	120,891	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$695,836	120,805	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$578,510	120,523	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.