Position in AEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,624,367
+$3,614,948 QoQ
Shares Held
1,050,189
+101.9% QoQ
Ownership
0.071%
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 97.50578229252068.ToString("F0")%
Shared 0.ToString("F0")%
None 2.4942177074793204.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $9,122,783,867 across 10 Insurance - Diversified names. AEG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
16,361,338 | $7,840,353,163 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
6,781,647 | $650,970,285 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,502,220 | $338,375,204 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,765,802 | $173,028,567 | |
| 5 | AIG |
American International Group, Inc.
|
1,383,468 | $104,105,962 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
419,915 | $8,024,573 | |
| 7 | AEG |
Aegon Ltd.
This page
|
1,050,189 | $7,624,367 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,093 | $252,247 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,624,367 | 1,050,189 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,009,419 | 520,029 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,362,424 | 545,986 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $11,754,106 | 1,623,496 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $911,795 | 138,361 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $419,299 | 71,189 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $261,303 | 40,893 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $907,697 | 148,075 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $116,350 | 19,232 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $102,859 | 17,858 | Shares | Other | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||