Position in AEG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,905,947
+$270,907 QoQ
Shares Held
2,741,866
+7.7% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 98.18371867917688.ToString("F0")%
Shared 0.ToString("F0")%
None 1.8162813208231183.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $2,858,162,545 across 11 Insurance - Diversified names. AEG ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,563,946 | $2,187,042,921 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,569,925 | $212,300,956 | |
| 3 | AIG |
American International Group, Inc.
|
2,618,354 | $197,031,138 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,926,310 | $184,906,495 | |
| 5 | SLF |
Sun Life Financial Inc
|
705,808 | $44,155,345 | |
| 6 | AEG |
Aegon Ltd.
This page
|
2,741,866 | $19,905,947 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
553,146 | $10,570,619 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
19,673 | $814,461 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,905,947 | 2,741,866 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $19,635,040 | 2,546,698 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $16,400,536 | 2,052,633 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,641,510 | 2,989,159 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,222,560 | 944,243 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,730,086 | 803,071 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $585,936 | 91,696 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $91,913 | 14,994 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $187,125 | 30,930 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $100,206 | 17,397 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||