Position in AEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,770
+$2,065 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
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, 2026Triumph Capital Management holds $4,716,392 across 6 Insurance - Diversified names. AEG ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,943 | $3,974,597 | |
| 2 | AIG |
American International Group, Inc.
|
7,643 | $569,632 | |
| 3 | SLF |
Sun Life Financial Inc
|
1,073 | $84,144 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
511 | $67,717 | |
| 5 | AEG |
Aegon Ltd.
This page
|
1,750 | $14,770 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
57 | $5,532 |
All Filings in AEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,770 | 1,750 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,705 | 1,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,023 | 1,300 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||