Creative Planning

Position in AEG — Aegon Ltd.

CIK 1540235 OVERLAND PARK, KS

Position in AEG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,818,382

-$73,108 QoQ

Shares Held

525,948

+4.2% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.5894118810224585.ToString("F0")% Shared 0.ToString("F0")% None 99.41058811897754.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,412,561,656 across 7 Insurance - Diversified names. AEG ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,837,844	$1,359,894,844
2	HIG	Hartford Insurance Group, Inc.	159,575	$21,579,326
3	ACGL	Arch Capital Group Ltd.	111,780	$10,729,762
4	SLF	Sun Life Financial Inc	105,613	$6,607,148
5	AIG	American International Group, Inc.	73,082	$5,499,420
6	PLGO	Pelagos Insurance Capital Ltd	231,961	$4,432,774
7	AEG	Aegon Ltd. This page	525,948	$3,818,382

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,818,382	525,948	+4.2%	Shares	Defined	2026-05-12
2025-12-31	$3,891,490	504,733	+5.0%	Shares	Sole	2026-02-17
2025-09-30	$3,840,632	480,680	+19.8%	Shares	Defined	2025-11-14
2025-06-30	$2,903,971	401,101	+15.9%	Shares	Defined	2025-08-08
2025-03-31	$2,280,620	346,073	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$2,056,398	349,134	+4.1%	Shares	Defined	2025-02-14
2024-09-30	$2,142,790	335,335	-10.6%	Shares	Defined	2024-10-11
2024-06-30	$2,300,358	375,263	+22.7%	Shares	Sole	2024-08-15
2024-03-31	$1,850,440	305,858	+18.9%	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.