Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,112,732
+$19,694 QoQ
Shares Held
153,269
+8.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 14.218139349770665.ToString("F0")%
Shared 0.ToString("F0")%
None 85.78186065022933.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $652,084,213 across 6 Insurance - Diversified names. AEG ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,326,656 | $635,733,555 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
59,527 | $5,713,996 | |
| 3 | AIG |
American International Group, Inc.
|
61,010 | $4,591,002 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
31,083 | $4,203,354 | |
| 5 | AEG |
Aegon Ltd.
This page
|
153,269 | $1,112,732 | |
| 6 | SLF |
Sun Life Financial Inc
|
11,662 | $729,574 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,112,732 | 153,269 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,093,038 | 141,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $862,384 | 107,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $580,626 | 80,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,576 | 70,042 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $411,416 | 69,850 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $100,393 | 15,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,601 | 54,258 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $265,794 | 43,933 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||