Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$318,895
+$77,653 QoQ
Shares Held
37,784
+13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 304 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $371,821,149 across 8 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
604,144 | $358,433,832 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
56,187 | $7,445,899 | |
| 3 | AIG |
American International Group, Inc.
|
51,109 | $3,809,152 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
12,833 | $1,245,568 | |
| 5 | SLF |
Sun Life Financial Inc
|
6,577 | $515,767 | |
| 6 | AEG |
Aegon Ltd.
This page
|
37,784 | $318,895 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,184 | $28,830 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
544 | $23,206 |
All Filings in AEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,895 | 37,784 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $241,242 | 33,229 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $29,667 | 3,848 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $26,271 | 3,288 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||