Position in AEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$713,781
-$227,795 QoQ
Shares Held
98,317
-19.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Callan Family Office, LLC holds $36,025,655 across 6 Insurance - Diversified names. AEG ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
62,388 | $29,896,329 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
20,624 | $1,979,697 | |
| 3 | AIG |
American International Group, Inc.
|
25,801 | $1,941,525 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
8,219 | $1,111,455 | |
| 5 | AEG |
Aegon Ltd.
This page
|
98,317 | $713,781 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
20,035 | $382,868 |
All Filings in AEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $713,781 | 98,317 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $941,576 | 122,124 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $363,832 | 45,536 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $344,522 | 47,586 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||