Position in AEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,115,722
+$232,624 QoQ
Shares Held
250,678
-3.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#39
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $51,086,362 across 6 Insurance - Diversified names. AEG ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
55,570 | $27,806,672 | |
| 2 | AIG |
American International Group, Inc.
|
111,277 | $8,293,474 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
53,594 | $7,102,276 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
36,978 | $3,589,084 | |
| 5 | SLF |
Sun Life Financial Inc
|
27,788 | $2,179,134 | |
| 6 | AEG |
Aegon Ltd.
This page
|
250,678 | $2,115,722 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,115,722 | 250,678 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,883,098 | 259,380 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,006,681 | 260,270 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,930,080 | 241,562 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,795,295 | 247,969 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,996,236 | 302,919 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,981,719 | 336,455 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,227,528 | 348,596 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,438,918 | 397,866 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,109,005 | 348,596 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,734,935 | 301,204 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||