Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$968,360
+$456,208 QoQ
Shares Held
133,383
+100.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 20.708036256494456.ToString("F0")%
Shared 0.ToString("F0")%
None 79.29196374350555.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $155,977,296 across 6 Insurance - Diversified names. AEG ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
303,035 | $145,214,371 | |
| 2 | AIG |
American International Group, Inc.
|
50,867 | $3,827,741 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
26,299 | $2,524,441 | |
| 4 | PLGO |
Pelagos Insurance Capital Ltd
|
111,352 | $2,127,936 | |
| 5 | SLF |
Sun Life Financial Inc
|
21,011 | $1,314,447 | |
| 6 | AEG |
Aegon Ltd.
This page
|
133,383 | $968,360 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||