Position in AEG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$66,341
+$6,103 QoQ
Shares Held
9,138
+17.0% QoQ
Ownership
0.001%
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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Farther Finance Advisors, LLC holds $61,570,112 across 9 Insurance - Diversified names. AEG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
121,991 | $58,458,087 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
8,246 | $1,115,106 | |
| 3 | AIG |
American International Group, Inc.
|
11,540 | $868,385 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
8,599 | $825,418 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
3,003 | $124,324 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,208 | $75,572 | |
| 7 | AEG |
Aegon Ltd.
This page
|
9,138 | $66,341 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
1,381 | $26,390 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||