Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$173,221
New position
Shares Held
20,524
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 303 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
126,457 | $67,767,915 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
10,899 | $1,444,335 | |
| 3 | SLF |
Sun Life Financial Inc
|
13,164 | $1,032,320 | |
| 4 | AIG |
American International Group, Inc.
|
12,618 | $940,419 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
6,852 | $665,054 | |
| 6 | AEG |
Aegon Ltd.
This page
|
20,524 | $173,221 |
All Filings in AEG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,221 | 20,524 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||