Position in AEG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$658,488
+$196,361 QoQ
Shares Held
78,020
+22.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 13%
Shared 20%
None 67%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,054,428,200 across 6 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,765,527 | $1,014,413,237 | |
| 2 | AIG |
American International Group, Inc.
|
328,782 | $24,504,122 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
72,318 | $9,583,581 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
39,751 | $3,858,232 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,987 | $1,410,540 | |
| 6 | AEG |
Aegon Ltd.
This page
|
78,020 | $658,488 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,488 | 78,020 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $462,127 | 63,654 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $353,241 | 45,816 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $369,800 | 46,283 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $298,707 | 41,258 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $277,411 | 42,096 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $335,317 | 56,930 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $380,127 | 59,488 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $359,395 | 58,629 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $370,520 | 61,243 | 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. | ||||||