Position in AEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$284,605
+$43,675 QoQ
Shares Held
33,721
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#118
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ellevest, Inc. holds $1,750,870 across 4 Insurance - Diversified names. AEG ranks #2 (16.3% of the industry book) .
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,605 | 33,721 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $240,930 | 33,186 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $276,711 | 35,890 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $288,383 | 36,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $328,341 | 45,351 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $341,671 | 51,847 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $332,814 | 56,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $407,228 | 63,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $419,451 | 68,426 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $354,354 | 58,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $294,981 | 51,212 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||