Position in AEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,282
+$368 QoQ
Shares Held
152
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,400,678 across 8 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,731 | $2,367,345 | |
| 2 | AIG |
American International Group, Inc.
|
219 | $16,322 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
64 | $6,211 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
46 | $6,095 | |
| 5 | SLF |
Sun Life Financial Inc
|
21 | $1,646 | |
| 6 | AEG |
Aegon Ltd.
This page
|
152 | $1,282 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
52 | $1,266 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
12 | $511 |
All Filings in AEG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282 | 152 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $914 | 126 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,696 | 220 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,006 | 126 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $912 | 126 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||