Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$226,917
+$34,927 QoQ
Shares Held
26,886
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 303 holders
Holding Since
Mar 2024
10 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, 2026Cetera Investment Advisers holds $562,556,397 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,013,912 | $532,046,962 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
89,006 | $11,795,075 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
77,993 | $7,570,000 | |
| 4 | SLF |
Sun Life Financial Inc
|
80,563 | $6,317,750 | |
| 5 | AIG |
American International Group, Inc.
|
61,716 | $4,599,693 | |
| 6 | AEG |
Aegon Ltd.
This page
|
26,886 | $226,917 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,917 | 26,886 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $191,990 | 26,445 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $481,898 | 62,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $556,319 | 69,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,470 | 62,634 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $415,354 | 63,028 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $345,006 | 58,575 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $389,943 | 61,024 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $395,023 | 64,441 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $108,476 | 17,930 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||