Position in AEG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$644,310
+$383,103 QoQ
Shares Held
88,748
+162.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $15,167,103 across 6 Insurance - Diversified names. AEG ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,430 | $12,665,256 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
5,136 | $694,541 | |
| 3 | AEG |
Aegon Ltd.
This page
|
88,748 | $644,310 | |
| 4 | AIG |
American International Group, Inc.
|
8,306 | $625,026 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,918 | $280,098 | |
| 6 | SLF |
Sun Life Financial Inc
|
4,122 | $257,872 |
All Filings in AEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||