Position in AEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$48,749
+$7,440 QoQ
Shares Held
5,776
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 303 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,177,391 across 7 Insurance - Diversified names. AEG ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,352 | $5,180,037 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,419 | $331,848 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,214 | $293,399 | |
| 4 | AIG |
American International Group, Inc.
|
2,533 | $188,784 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,708 | $133,941 | |
| 6 | AEG |
Aegon Ltd.
This page
|
5,776 | $48,749 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 |
All Filings in AEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,749 | 5,776 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $41,309 | 5,690 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,310 | 4,061 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||