KESTRA PRIVATE WEALTH SERVICES, LLC

Position in AEG — Aegon Ltd.

CIK 1649451 AUSTIN, TX

Position in AEG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$381,682

+$10,072 QoQ

Shares Held

45,223

-11.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#107

of 303 holders

Holding Since

Dec 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $82,111,448 across 5 Insurance - Diversified names. AEG ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	159,631	$79,877,756
2	ACGL	Arch Capital Group Ltd.	7,529	$730,764
3	AIG	American International Group, Inc.	8,316	$619,791
4	HIG	Hartford Insurance Group, Inc.	3,784	$501,455
5	AEG	Aegon Ltd. This page	45,223	$381,682

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,682	45,223	-11.6%	Shares	Sole	2026-07-28
2026-03-31	$371,610	51,186	+53.0%	Shares	Sole	2026-04-20
2025-12-31	$257,868	33,446	0.0%	Shares	Sole	2026-01-29
2025-09-30	$267,233	33,446	+17.4%	Shares	Sole	2025-11-17
2025-06-30	$206,340	28,500	+32.6%	Shares	Sole	2025-08-07
2025-03-31	$141,685	21,500	+2.9%	Shares	Sole	2025-05-05
2024-12-31	$123,101	20,900	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.