Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,607,583
+$494,851 QoQ
Shares Held
190,472
+24.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $822,078,890 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
|
1,357,682 | $805,841,580 | |
| 2 | AIG |
American International Group, Inc.
|
93,844 | $6,994,193 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
46,127 | $4,477,086 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
17,238 | $2,284,379 | |
| 5 | AEG |
Aegon Ltd.
This page
|
190,472 | $1,607,583 | |
| 6 | SLF |
Sun Life Financial Inc
|
11,146 | $874,069 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607,583 | 190,472 | Shares | Sole | 2026-08-12 | |
| 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 | 2025-05-20 | |
| 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. | ||||||