Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,349,724
+$160,436 QoQ
Shares Held
159,920
-2.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 16%
None 81%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $519,004,300 across 7 Insurance - Diversified names. AEG ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
842,137 | $482,761,600 | |
| 2 | AIG |
American International Group, Inc.
|
216,254 | $16,117,408 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
72,049 | $9,547,932 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
63,771 | $6,189,612 | |
| 5 | SLF |
Sun Life Financial Inc
|
35,042 | $2,747,992 | |
| 6 | AEG |
Aegon Ltd.
This page
|
159,920 | $1,349,724 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
11,911 | $290,032 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,724 | 159,920 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,189,288 | 163,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,246,975 | 161,735 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,112,080 | 139,184 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $938,318 | 129,602 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $828,764 | 125,761 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $816,324 | 138,595 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $952,314 | 149,032 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $612,080 | 99,850 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $781,436 | 129,163 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $503,516 | 87,416 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||