Position in AEG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$89,219
New position
Shares Held
10,571
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 303 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Mayflower Financial Advisors, LLC holds $9,458,521 across 2 Insurance - Diversified names. AEG ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
18,724 | $9,369,302 | |
| 2 | AEG |
Aegon Ltd.
This page
|
10,571 | $89,219 |
All Filings in AEG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,219 | 10,571 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||