Position in AEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,004
+$212,923 QoQ
Shares Held
25,356
+16917.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 303 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $65,556,310 across 9 Insurance - Diversified names. AEG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
116,513 | $61,295,338 | |
| 2 | AIG |
American International Group, Inc.
|
17,900 | $1,334,087 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
8,458 | $1,120,854 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,862 | $1,054,265 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
12,075 | $294,026 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,991 | $234,554 | |
| 7 | AEG |
Aegon Ltd.
This page
|
25,356 | $214,004 | |
| 8 | XZO |
Exzeo Group, Inc.
|
514 | $8,671 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,004 | 25,356 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,081 | 149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,651 | 733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,130 | 20,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $839 | 116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $764 | 116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $683 | 116 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $741 | 116 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $871 | 144 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $829 | 144 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||