Position in AEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,642
+$649 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 304 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $717,369 across 6 Insurance - Diversified names. AEG ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,231 | $615,980 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
367 | $35,621 | |
| 3 | SLF |
Sun Life Financial Inc
|
441 | $34,583 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
130 | $17,227 | |
| 5 | AIG |
American International Group, Inc.
|
125 | $9,316 | |
| 6 | AEG |
Aegon Ltd.
This page
|
550 | $4,642 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,642 | 550 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,993 | 550 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,240 | 550 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $423 | 53 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,982 | 550 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $388 | 59 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,737 | 295 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,153 | 337 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,363 | 875 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $423 | 70 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||