Abacus Wealth Partners, LLC

Position in AEG — Aegon Ltd.

CIK 1978011 SANTA MONICA, CA

Position in AEG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$800,444

-$42,914 QoQ

Shares Held

110,254

+0.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Abacus Wealth Partners, LLC holds $5,758,109 across 3 Insurance - Diversified names. AEG ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	6,205	$2,973,436
2	HIG	Hartford Insurance Group, Inc.	14,673	$1,984,229
3	AEG	Aegon Ltd. This page	110,254	$800,444

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$800,444	110,254	+0.8%	Shares	Sole	2026-04-24
2025-12-31	$843,358	109,385	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.