Position in AEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$475,180
+$130,825 QoQ
Shares Held
56,301
+18.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#95
of 303 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $8,625,379 across 5 Insurance - Diversified names. AEG ranks #5 (5.5% of the industry book) .
All Filings in AEG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,180 | 56,301 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $344,355 | 47,432 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $142,072 | 18,427 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $111,252 | 13,924 | Shares | Other | 2025-10-23 | |
| 2024-12-31 | $1,778 | 302 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $1,929 | 302 | Shares | Other | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||