Position in AEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,595
-$92,032 QoQ
Shares Held
3,625
-77.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 303 holders
Holding Since
Dec 2023
9 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, 2026Global Retirement Partners, LLC holds $27,864,502 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
|
50,916 | $25,477,857 | |
| 2 | AIG |
American International Group, Inc.
|
14,148 | $1,054,450 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,612 | $743,702 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,698 | $358,927 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,411 | $189,070 | |
| 6 | AEG |
Aegon Ltd.
This page
|
3,625 | $30,595 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
215 | $9,171 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $730 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,595 | 3,625 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $122,627 | 15,905 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $85,580 | 10,711 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,325 | 1,288 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $6,219 | 1,056 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,092 | 171 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,048 | 171 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,034 | 171 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $984 | 171 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||