Corient Private Wealth LLC

Position in AEG — Aegon Ltd.

CIK 1948780 MIAMI, FL

Position in AEG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$462,127

+$108,886 QoQ

Shares Held

63,654

+38.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 49.20481239286394.ToString("F0")% Shared 24.766681480540917.ToString("F0")% None 26.028506126595136.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $888,650,949 across 6 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,752,623	$839,856,941
2	AIG	American International Group, Inc.	354,930	$26,708,482
3	HIG	Hartford Insurance Group, Inc.	115,866	$15,668,558
4	ACGL	Arch Capital Group Ltd.	51,375	$4,931,486
5	SLF	Sun Life Financial Inc	16,358	$1,023,355
6	AEG	Aegon Ltd. This page	63,654	$462,127

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$462,127	63,654	+38.9%	Shares	Other	2026-05-15
2025-12-31	$353,241	45,816	-1.0%	Shares	Sole	2026-03-09
2025-09-30	$369,800	46,283	+12.2%	Shares	Other	2025-11-14
2025-06-30	$298,707	41,258	-2.0%	Shares	Sole	2025-09-26
2025-03-31	$277,411	42,096	-26.1%	Shares	Defined	2025-05-14
2024-12-31	$335,317	56,930	-4.3%	Shares	Other	2025-02-10
2024-09-30	$380,127	59,488	+1.5%	Shares	Other	2024-11-12
2024-06-30	$359,395	58,629	-4.3%	Shares	Other	2024-08-13
2024-03-31	$370,520	61,243	-43.9%	Shares	Sole	2024-05-09
2023-12-31	$628,588	109,130	—	Shares	Other	2024-02-09
No filing history on record for this holder in this stock.