Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,346
+$3,188 QoQ
Shares Held
752
+72.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
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, 2026Steward Partners Investment Advisory, LLC holds $122,251,912 across 7 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
220,348 | $116,995,082 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
22,161 | $2,936,775 | |
| 3 | AIG |
American International Group, Inc.
|
13,932 | $1,038,351 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,700 | $650,302 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,938 | $622,497 | |
| 6 | AEG |
Aegon Ltd.
This page
|
752 | $6,346 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
60 | $2,559 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,346 | 752 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,158 | 435 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,353 | 435 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,475 | 435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,149 | 435 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,866 | 435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,226 | 378 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,415 | 378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,317 | 378 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,286 | 378 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,177 | 378 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||