Position in AEG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,185
+$305 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
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, 2026Bruce G. Allen Investments, LLC holds $959,791 across 6 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,162 | $581,453 | |
| 2 | SLF |
Sun Life Financial Inc
|
2,968 | $232,750 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
702 | $93,029 | |
| 4 | AIG |
American International Group, Inc.
|
560 | $41,736 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
89 | $8,638 | |
| 6 | AEG |
Aegon Ltd.
This page
|
259 | $2,185 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185 | 259 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,880 | 259 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,243 | 291 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,069 | 259 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,990 | 413 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,016 | 306 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,173 | 369 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,357 | 369 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,733 | 609 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,232 | 369 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,125 | 369 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||