Position in AEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,794
+$1,230 QoQ
Shares Held
1,042
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 303 holders
Holding Since
Dec 2023
11 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, 2026Bell Investment Advisors, Inc holds $904,643 across 6 Insurance - Diversified names. AEG ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1 | $748,850 | |
| 2 | AIG |
American International Group, Inc.
|
738 | $55,003 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
390 | $51,682 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
358 | $34,747 | |
| 5 | AEG |
Aegon Ltd.
This page
|
1,042 | $8,794 | |
| 6 | SLF |
Sun Life Financial Inc
|
71 | $5,567 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,794 | 1,042 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,564 | 1,042 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $26,206 | 3,399 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $27,158 | 3,399 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $25,810 | 3,565 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,493 | 3,565 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $20,997 | 3,565 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,496 | 3,990 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,458 | 3,990 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $26,021 | 4,301 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,773 | 4,301 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||