Position in AEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$91,371
+$13,523 QoQ
Shares Held
10,826
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 304 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, 2026Allworth Financial LP holds $110,266,610 across 9 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
160,564 | $106,536,856 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
15,659 | $2,075,130 | |
| 3 | AIG |
American International Group, Inc.
|
14,275 | $1,063,915 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,572 | $346,698 | |
| 5 | AEG |
Aegon Ltd.
This page
|
10,826 | $91,371 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,088 | $85,320 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,915 | $46,630 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
434 | $18,514 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,371 | 10,826 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $77,848 | 10,723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,290 | 11,192 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $79,053 | 9,894 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $70,126 | 9,686 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,977 | 9,253 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $50,365 | 8,551 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $52,282 | 8,182 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $50,155 | 8,182 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $46,343 | 7,660 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $47,237 | 8,201 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||