Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,848
-$8,442 QoQ
Shares Held
10,723
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $83,613,088 across 8 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
166,696 | $79,880,723 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,437 | $2,222,775 | |
| 3 | AIG |
American International Group, Inc.
|
11,190 | $842,047 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,844 | $464,975 | |
| 5 | AEG |
Aegon Ltd.
This page
|
10,723 | $77,848 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,117 | $69,879 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,544 | $29,505 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
612 | $25,336 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||