Position in AEG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$314,153
+$97,479 QoQ
Shares Held
37,222
+24.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 303 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $449,780,459 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
|
723,113 | $361,838,514 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
302,226 | $40,050,989 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
385,850 | $37,450,601 | |
| 4 | AIG |
American International Group, Inc.
|
108,703 | $8,101,634 | |
| 5 | SLF |
Sun Life Financial Inc
|
21,328 | $1,672,541 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,457 | $352,027 | |
| 7 | AEG |
Aegon Ltd.
This page
|
37,222 | $314,153 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,153 | 37,222 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $216,674 | 29,845 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $566,168 | 73,433 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $499,694 | 62,540 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $454,157 | 62,729 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $78,579 | 11,924 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $97,159 | 15,205 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $78,249 | 12,765 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $72,950 | 12,058 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $68,561 | 11,903 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||