Prime Capital Investment Advisors, LLC

Position in AEG — Aegon Ltd.

CIK 1731446 OVERLAND PARK, KS

Position in AEG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$349,635

+$50,690 QoQ

Shares Held

41,426

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#108

of 303 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $60,413,367 across 5 Insurance - Diversified names. AEG ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	114,081	$58,581,690
2	SLF	Sun Life Financial Inc	8,671	$679,979
3	AIG	American International Group, Inc.	5,719	$426,237
4	HIG	Hartford Insurance Group, Inc.	2,836	$375,826
5	AEG	Aegon Ltd. This page	41,426	$349,635

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,635	41,426	+0.6%	Shares	Sole	2026-08-05
2026-03-31	$298,945	41,177	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$318,600	41,323	+77.0%	Shares	Sole	2026-01-21
2025-03-31	$153,869	23,349	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$138,685	23,546	+0.9%	Shares	Sole	2025-02-12
2024-09-30	$149,046	23,325	-1.1%	Shares	Sole	2024-11-05
2024-06-30	$144,643	23,596	-1.8%	Shares	Sole	2024-08-09
2024-03-31	$145,351	24,025	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.