Private Wealth Asset Management, LLC

Position in AEG — Aegon Ltd.

CIK 1883006 OMAHA, NE

Position in AEG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$6,534,000

-$405,909 QoQ

Shares Held

900,000

-0.0% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Private Wealth Asset Management, LLC holds $22,388,023 across 5 Insurance - Diversified names. AEG ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	32,934	$15,781,972
2	AEG	Aegon Ltd. This page	900,000	$6,534,000
3	ACGL	Arch Capital Group Ltd.	389	$37,340
4	AIG	American International Group, Inc.	269	$20,242
5	HIG	Hartford Insurance Group, Inc.	107	$14,469

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,534,000	900,000	-0.0%	Shares	Sole	2026-05-06
2025-12-31	$6,939,909	900,118	0.0%	Shares	Sole	2026-02-10
2025-09-30	$7,191,942	900,118	0.0%	Shares	Sole	2025-11-03
2025-06-30	$6,516,854	900,118	-10.0%	Shares	Sole	2025-07-28
2025-03-31	$6,590,777	1,000,118	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.