Position in AEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,402,154
+$433,794 QoQ
Shares Held
166,132
+24.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 303 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $166,991,502 across 5 Insurance - Diversified names. AEG ranks #5 (0.8% of the industry book) .
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,154 | 166,132 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $968,360 | 133,383 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $512,152 | 66,427 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $393,827 | 49,290 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $167,309 | 23,109 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $104,075 | 15,793 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $86,482 | 14,683 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $94,226 | 14,746 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $64,904 | 10,588 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $61,328 | 10,137 | Shares | Other | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||