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Cerity Partners LLC

Position in AEG — Aegon Ltd.

CIK 1566475 NEW YORK, NY

Position in AEG

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,189,288
-$57,687 QoQ
Shares Held
163,814
+1.3% QoQ
Ownership
0.011%
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 2.375865310657209.ToString("F0")% Shared 24.975276838365463.ToString("F0")% None 72.64885785097734.ToString("F0")%

Common Shares in AEG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Mar 31, 2026

Cerity Partners LLC holds $422,236,217 across 7 Insurance - Diversified names. AEG ranks #7 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 AEG
Aegon Ltd.
This page
163,814 $1,189,288

All Filings in AEG

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,189,288 163,814
2025-12-31 $1,246,975 161,735
2025-09-30 $1,112,080 139,184
2025-06-30 $938,318 129,602
2025-03-31 $828,764 125,761
2024-12-31 $816,324 138,595
2024-09-30 $952,314 149,032
2024-06-30 $612,080 99,850
2024-03-31 $781,436 129,163
2023-12-31 $503,516 87,416