Synergy Investment Management, LLC

Position in AEG — Aegon Ltd.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in AEG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,704

New position

Shares Held

202

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#270

of 303 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Synergy Investment Management, LLC holds $771,363 across 5 Insurance - Diversified names. AEG ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,497	$749,082
2	ACGL	Arch Capital Group Ltd.	150	$14,558
3	AIG	American International Group, Inc.	79	$5,887
4	AEG	Aegon Ltd. This page	202	$1,704
5	HIG	Hartford Insurance Group, Inc.	1	$132

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,704	202	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.