Position in AEG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,764
+$527 QoQ
Shares Held
446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 303 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, 2026JFS WEALTH ADVISORS, LLC holds $54,617,526 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
103,121 | $51,600,717 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
28,189 | $2,736,024 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,309 | $173,468 | |
| 4 | SLF |
Sun Life Financial Inc
|
928 | $72,773 | |
| 5 | AIG |
American International Group, Inc.
|
413 | $30,780 | |
| 6 | AEG |
Aegon Ltd.
This page
|
446 | $3,764 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,764 | 446 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,237 | 446 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,348 | 564 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,506 | 564 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,083 | 564 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,716 | 564 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,321 | 564 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,310 | 518 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,175 | 518 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,133 | 518 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,983 | 518 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||