Position in AEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,196,631
+$536,385 QoQ
Shares Held
141,781
+55.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $248,315,828 across 6 Insurance - Diversified names. AEG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
474,265 | $237,317,463 | |
| 2 | AIG |
American International Group, Inc.
|
65,039 | $4,847,356 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,565 | $2,195,193 | |
| 4 | SLF |
Sun Life Financial Inc
|
21,075 | $1,652,701 | |
| 5 | AEG |
Aegon Ltd.
This page
|
141,781 | $1,196,631 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
11,400 | $1,106,484 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,631 | 141,781 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $660,246 | 90,943 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $469,192 | 60,855 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $472,872 | 59,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $461,673 | 63,767 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $420,224 | 63,767 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $400,573 | 68,009 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $706,190 | 110,515 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $737,181 | 120,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $408,834 | 67,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $389,456 | 67,614 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||