EP Wealth Advisors, LLC

Position in AEG — Aegon Ltd.

CIK 1540569 TORRANCE, CA

Position in AEG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$160,334

+$57,373 QoQ

Shares Held

18,997

+34.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#156

of 303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $164,204,204 across 5 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	255,992	$160,274,870
2	HIG	Hartford Insurance Group, Inc.	17,253	$2,286,367
3	AIG	American International Group, Inc.	12,613	$940,046
4	SLF	Sun Life Financial Inc	6,919	$542,587
5	AEG	Aegon Ltd. This page	18,997	$160,334

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,334	18,997	+34.0%	Shares	Sole	2026-08-12
2026-03-31	$102,961	14,182	+3.6%	Shares	Sole	2026-05-14
2025-12-31	$105,534	13,688	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.