Position in AEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,159,748
+$247,994 QoQ
Shares Held
137,411
+9.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $156,773,775 across 7 Insurance - Diversified names. AEG ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
248,946 | $128,311,836 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
79,423 | $10,525,135 | |
| 3 | AIG |
American International Group, Inc.
|
120,502 | $8,981,014 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
50,934 | $4,943,654 | |
| 5 | SLF |
Sun Life Financial Inc
|
32,568 | $2,553,982 | |
| 6 | AEG |
Aegon Ltd.
This page
|
137,411 | $1,159,748 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,995 | $298,406 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,159,748 | 137,411 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $911,754 | 125,586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,148,242 | 148,929 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,160,803 | 145,282 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $935,509 | 129,214 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $793,146 | 120,356 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $644,177 | 109,368 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $656,668 | 102,765 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $603,535 | 98,456 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $555,898 | 91,884 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $494,035 | 85,770 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||