Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,572
+$31,957 QoQ
Shares Held
27,082
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#131
of 303 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $3,329,420 across 7 Insurance - Diversified names. AEG ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,772 | $2,387,861 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,296 | $569,305 | |
| 3 | AEG |
Aegon Ltd.
This page
|
27,082 | $228,572 | |
| 4 | SLF |
Sun Life Financial Inc
|
994 | $77,949 | |
| 5 | AIG |
American International Group, Inc.
|
736 | $54,854 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
85 | $8,250 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
108 | $2,629 |
All Filings in AEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,572 | 27,082 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $196,615 | 27,082 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $208,802 | 27,082 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||