Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,956,006
+$14,331,639 QoQ
Shares Held
2,601,423
+147.7% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,064,511,639 across 10 Insurance - Diversified names. AEG ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,973,343 | $6,559,830,908 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
6,991,580 | $678,602,745 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,866,502 | $379,868,835 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,980,877 | $233,760,367 | |
| 5 | AIG |
American International Group, Inc.
|
2,419,035 | $180,290,673 | |
| 6 | AEG |
Aegon Ltd.
This page
|
2,601,423 | $21,956,006 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
355,868 | $8,665,385 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
34,621 | $1,476,929 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,956,006 | 2,601,423 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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. | ||||||