Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$599,374
+$68,728 QoQ
Shares Held
71,016
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 75%
Shared 1%
None 24%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $505,219,587 across 6 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
495,939 | $479,402,945 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
110,299 | $10,705,619 | |
| 3 | AIG |
American International Group, Inc.
|
99,923 | $7,447,259 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
44,269 | $5,866,526 | |
| 5 | SLF |
Sun Life Financial Inc
|
15,275 | $1,197,864 | |
| 6 | AEG |
Aegon Ltd.
This page
|
71,016 | $599,374 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,374 | 71,016 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $530,646 | 73,092 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $670,091 | 86,912 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $816,193 | 102,152 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $738,913 | 102,060 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $626,002 | 94,993 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $595,272 | 101,065 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $658,783 | 103,096 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $632,229 | 103,137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $717,378 | 118,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $146,787 | 25,484 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||