Position in AEG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$120,869
+$22,271 QoQ
Shares Held
14,321
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $9,277,113 across 6 Insurance - Diversified names. AEG ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
14,204 | $7,855,889 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
4,044 | $392,510 | |
| 3 | AIG |
American International Group, Inc.
|
4,486 | $334,341 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
2,208 | $292,604 | |
| 5 | SLF |
Sun Life Financial Inc
|
3,582 | $280,900 | |
| 6 | AEG |
Aegon Ltd.
This page
|
14,321 | $120,869 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,869 | 14,321 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $98,598 | 13,581 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $104,709 | 13,581 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $108,512 | 13,581 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $98,326 | 13,581 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $89,498 | 13,581 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $79,992 | 13,581 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $86,782 | 13,581 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $83,251 | 13,581 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $82,165 | 13,581 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $78,226 | 13,581 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||