Vise Technologies, Inc.

Position in AEG — Aegon Ltd.

CIK 1812090 NEW YORK, NY

Position in AEG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$101,685

-$33,372 QoQ

Shares Held

12,048

-35.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#189

of 303 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vise Technologies, Inc. holds $14,053,207 across 4 Insurance - Diversified names. AEG ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HIG	Hartford Insurance Group, Inc.	77,647	$10,289,780
2	ACGL	Arch Capital Group Ltd.	23,791	$2,309,154
3	SLF	Sun Life Financial Inc	17,248	$1,352,588
4	AEG	Aegon Ltd. This page	12,048	$101,685

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,685	12,048	-35.2%	Shares	Sole	2026-08-11
2026-03-31	$135,057	18,603	0.0%	Shares	Sole	2026-04-21
2025-12-31	$143,429	18,603	-47.2%	Shares	Sole	2026-02-11
2025-09-30	$281,351	35,213	+32.1%	Shares	Sole	2025-11-13
2025-06-30	$192,989	26,656	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.