Position in AEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$66,709
+$368 QoQ
Shares Held
7,904
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $67,379,897 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
|
128,402 | $64,251,076 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
9,230 | $1,223,159 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
8,635 | $838,113 | |
| 4 | AIG |
American International Group, Inc.
|
9,746 | $726,369 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
3,002 | $128,065 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,209 | $94,809 | |
| 7 | AEG |
Aegon Ltd.
This page
|
7,904 | $66,709 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
1,803 | $43,903 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,709 | 7,904 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $66,341 | 9,138 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $60,238 | 7,813 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,797 | 4,230 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,076 | 563 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $9,318 | 1,414 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,452 | 756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,191 | 1,282 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,457 | 564 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,942 | 321 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,059 | 184 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||