Position in AEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$164,048
+$46,343 QoQ
Shares Held
19,437
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 303 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, 2026Blue Trust, Inc. holds $14,630,278 across 6 Insurance - Diversified names. AEG ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
27,703 | $13,862,303 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,686 | $223,428 | |
| 3 | SLF |
Sun Life Financial Inc
|
2,562 | $200,911 | |
| 4 | AEG |
Aegon Ltd.
This page
|
19,437 | $164,048 | |
| 5 | AIG |
American International Group, Inc.
|
1,429 | $106,503 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
753 | $73,085 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,048 | 19,437 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $117,705 | 16,213 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $115,039 | 14,921 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $145,633 | 18,227 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $143,452 | 19,814 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $99,112 | 15,040 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $83,542 | 14,184 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $577,061 | 90,307 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $149,778 | 24,434 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $24,091 | 3,982 | Shares | Other | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||