Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,274
+$178 QoQ
Shares Held
151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 303 holders
Holding Since
Mar 2026
2 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, 2026JPL Wealth Management, LLC holds $4,991,808 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
|
9,795 | $4,901,319 | |
| 2 | AIG |
American International Group, Inc.
|
555 | $41,363 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
319 | $30,962 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
126 | $16,696 | |
| 5 | AEG |
Aegon Ltd.
This page
|
151 | $1,274 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
8 | $194 |
All Filings in AEG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274 | 151 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,096 | 151 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||