Position in AEG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,200
+$5,900 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 303 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. AEG ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
This page
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
306 | $29,700 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,200 | 5,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,300 | 5,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,550 | 5,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $39,950 | 5,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $36,200 | 5,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $32,950 | 5,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,450 | 5,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $31,950 | 5,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $30,650 | 5,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,250 | 5,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $28,800 | 5,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||