Position in AEG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$784,945
+$140,635 QoQ
Shares Held
93,003
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#70
of 303 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $15,128,938 across 6 Insurance - Diversified names. AEG ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
24,984 | $12,501,743 | |
| 2 | AEG |
Aegon Ltd.
This page
|
93,003 | $784,945 | |
| 3 | AIG |
American International Group, Inc.
|
8,103 | $603,916 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
4,359 | $577,654 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,619 | $362,221 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
3,075 | $298,459 |
All Filings in AEG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,945 | 93,003 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $644,310 | 88,748 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $261,207 | 33,879 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $202,522 | 25,347 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $195,566 | 27,012 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||