Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$140,340
+$17,719 QoQ
Shares Held
16,628
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 303 holders
Holding Since
Dec 2024
7 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, 2026Waverly Advisors, LLC holds $134,832,459 across 7 Insurance - Diversified names. AEG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
219,902 | $132,487,250 | |
| 2 | SLF |
Sun Life Financial Inc
|
8,119 | $636,691 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
5,612 | $544,700 | |
| 4 | AIG |
American International Group, Inc.
|
6,485 | $483,327 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
2,554 | $338,455 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
4,728 | $201,696 | |
| 7 | AEG |
Aegon Ltd.
This page
|
16,628 | $140,340 |
All Filings in AEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,340 | 16,628 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $122,621 | 16,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $134,755 | 17,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,136 | 16,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,414 | 15,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $75,389 | 11,440 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,790 | 11,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||