Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,787,021
+$1,968,639 QoQ
Shares Held
685,666
+30.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 303 holders
Holding Since
Dec 2023
11 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, 2026Creative Planning holds $1,657,932,269 across 8 Insurance - Diversified names. AEG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,847,604 | $1,588,052,780 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
139,916 | $18,541,668 | |
| 3 | AIG |
American International Group, Inc.
|
226,161 | $16,855,779 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
115,045 | $11,166,266 | |
| 5 | SLF |
Sun Life Financial Inc
|
119,029 | $9,334,253 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
320,661 | $7,808,095 | |
| 7 | AEG |
Aegon Ltd.
This page
|
685,666 | $5,787,021 | |
| 8 | XZO |
Exzeo Group, Inc.
|
22,905 | $386,407 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,787,021 | 685,666 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,818,382 | 525,948 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,891,490 | 504,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,840,632 | 480,680 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,903,971 | 401,101 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,280,620 | 346,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,056,398 | 349,134 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,142,790 | 335,335 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,300,358 | 375,263 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,850,440 | 305,858 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,481,609 | 257,224 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||