Position in AEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,427
+$1,597 QoQ
Shares Held
1,354
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 303 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Essential Partners LLC holds $865,370 across 7 Insurance - Diversified names. AEG ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,423 | $712,054 | |
| 2 | AIG |
American International Group, Inc.
|
1,282 | $95,547 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
322 | $31,253 | |
| 4 | AEG |
Aegon Ltd.
This page
|
1,354 | $11,427 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
358 | $8,717 | |
| 6 | HIG |
Hartford Insurance Group, Inc.
|
43 | $5,698 | |
| 7 | XZO |
Exzeo Group, Inc.
|
40 | $674 |
All Filings in AEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,427 | 1,354 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,830 | 1,354 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $7,972 | 1,034 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $16,810 | 2,104 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||