Sequoia Financial Advisors, LLC

Position in AEG — Aegon Ltd.

CIK 1599900 Akron, OH

Position in AEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$613,680

-$269,920 QoQ

Shares Held

72,711

-40.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#83

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $136,733,540 across 7 Insurance - Diversified names. AEG ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	247,243	$123,717,924
2	ACGL	Arch Capital Group Ltd.	46,100	$4,474,466
3	HIG	Hartford Insurance Group, Inc.	26,848	$3,557,896
4	AIG	American International Group, Inc.	34,274	$2,554,441
5	SLF	Sun Life Financial Inc	18,221	$1,428,890
6	AEG	Aegon Ltd. This page	72,711	$613,680
7	BNT	Brookfield Wealth Solutions Ltd.	9,054	$386,243

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,680	72,711	-40.3%	Shares	Sole	2026-07-17
2026-03-31	$883,600	121,708	+301.6%	Shares	Sole	2026-04-30
2025-12-31	$233,659	30,306	+0.7%	Shares	Sole	2026-02-03
2025-09-30	$240,419	30,090	+27.6%	Shares	Sole	2025-10-29
2025-06-30	$170,690	23,576	+6.5%	Shares	Sole	2025-07-25
2025-03-31	$145,876	22,136	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$133,161	22,608	-0.6%	Shares	Sole	2025-08-08
2024-09-30	$145,346	22,746	-0.0%	Shares	Sole	2024-10-21
2024-06-30	$139,457	22,750	+4.4%	Shares	Sole	2024-07-15
2024-03-31	$131,775	21,781	+10.1%	Shares	Sole	2024-04-30
2023-12-31	$113,927	19,779	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.