Position in AEG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,703,458
+$356,148 QoQ
Shares Held
320,315
-0.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#36
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $4,089,492 across 2 Insurance - Diversified names. AEG ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEG |
Aegon Ltd.
This page
|
320,315 | $2,703,458 | |
| 2 | AIG |
American International Group, Inc.
|
18,597 | $1,386,034 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,703,458 | 320,315 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,347,310 | 323,321 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,151,262 | 408,724 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,438,052 | 305,138 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,771,215 | 244,643 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,676,713 | 254,433 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,191,305 | 202,259 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $855,934 | 133,949 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $707,267 | 115,378 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $331,376 | 54,773 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $59,057 | 10,253 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||