Position in AEG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,717
+$659 QoQ
Shares Held
559
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 303 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $3,641,244 across 6 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
6,910 | $3,457,694 | |
| 2 | AIG |
American International Group, Inc.
|
1,672 | $124,614 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
408 | $39,600 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
110 | $14,577 | |
| 5 | AEG |
Aegon Ltd.
This page
|
559 | $4,717 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in AEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,717 | 559 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,058 | 559 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,309 | 559 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,466 | 559 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,851 | 532 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,505 | 532 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,133 | 532 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||