AE Wealth Management LLC

Position in AEG — Aegon Ltd.

CIK 1697723 TOPEKA, KS

Position in AEG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$171,196

+$23,935 QoQ

Shares Held

20,284

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#153

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $154,029,508 across 5 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	298,886	$151,804,576
2	ACGL	Arch Capital Group Ltd.	8,883	$862,164
3	HIG	Hartford Insurance Group, Inc.	4,852	$642,973
4	AIG	American International Group, Inc.	7,361	$548,599
5	AEG	Aegon Ltd. This page	20,284	$171,196

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$171,196	20,284	0.0%	Shares	Sole	2026-08-03
2026-03-31	$147,261	20,284	0.0%	Shares	Sole	2026-05-13
2025-12-31	$156,389	20,284	0.0%	Shares	Sole	2026-01-26
2025-09-30	$162,069	20,284	-5.7%	Shares	Sole	2025-11-03
2025-06-30	$155,790	21,518	+6.1%	Shares	Sole	2025-08-06
2025-03-31	$133,671	20,284	0.0%	Shares	Sole	2025-05-06
2024-12-31	$119,472	20,284	0.0%	Shares	Sole	2025-02-13
2024-09-30	$129,614	20,284	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$126,124	20,575	+1.4%	Shares	Sole	2024-08-12
2024-03-31	$122,718	20,284	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$119,445	20,737	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.