Position in AEG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$410,632
-$71,142 QoQ
Shares Held
56,561
-9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 4.465974788281678.ToString("F0")%
Shared 0.ToString("F0")%
None 95.53402521171832.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $37,553,603 across 6 Insurance - Diversified names. AEG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
49,514 | $23,727,108 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
77,305 | $10,453,955 | |
| 3 | AIG |
American International Group, Inc.
|
28,593 | $2,151,623 | |
| 4 | SLF |
Sun Life Financial Inc
|
9,664 | $604,579 | |
| 5 | AEG |
Aegon Ltd.
This page
|
56,561 | $410,632 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
2,143 | $205,706 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,632 | 56,561 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $481,774 | 62,487 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $394,314 | 49,351 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $357,417 | 49,367 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $325,071 | 49,328 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $290,541 | 49,328 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $319,966 | 50,073 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $310,564 | 50,663 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $313,371 | 51,797 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $298,350 | 51,797 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||