Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$263,622
+$30,323 QoQ
Shares Held
31,235
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 304 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, 2026OSAIC HOLDINGS, INC. holds $689,345,402 across 9 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,219,166 | $669,926,440 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
71,141 | $9,427,603 | |
| 3 | AIG |
American International Group, Inc.
|
52,060 | $3,880,030 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
33,178 | $3,220,255 | |
| 5 | SLF |
Sun Life Financial Inc
|
29,205 | $2,290,254 | |
| 6 | IGIC |
International General Insurance Holdings Ltd.
|
11,377 | $297,736 | |
| 7 | AEG |
Aegon Ltd.
This page
|
31,235 | $263,622 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
1,421 | $34,600 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,622 | 31,235 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $233,299 | 32,135 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $221,168 | 28,686 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $210,272 | 26,317 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $83,244 | 11,498 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $70,241 | 10,659 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $61,313 | 10,410 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $56,588 | 8,856 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $57,075 | 9,311 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $47,454 | 7,844 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $118,123 | 20,508 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||