Position in AEG
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$4,751
+$664 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 304 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $507,109 across 7 Insurance - Diversified names. AEG ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
910 | $455,354 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
88 | $11,661 | |
| 3 | AIG |
American International Group, Inc.
|
145 | $10,806 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
91 | $8,832 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
188 | $8,020 | |
| 6 | SLF |
Sun Life Financial Inc
|
98 | $7,685 | |
| 7 | AEG |
Aegon Ltd.
This page
|
563 | $4,751 |
All Filings in AEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,751 | 563 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $4,087 | 563 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 | $2,498 | 324 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||