Position in AEG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,393,511
+$886,655 QoQ
Shares Held
165,108
+136.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $591,445,356 across 6 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,070,077 | $535,455,830 | |
| 2 | AIG |
American International Group, Inc.
|
364,832 | $27,190,928 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
103,950 | $13,775,454 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
95,564 | $9,275,441 | |
| 5 | SLF |
Sun Life Financial Inc
|
55,524 | $4,354,192 | |
| 6 | AEG |
Aegon Ltd.
This page
|
165,108 | $1,393,511 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393,511 | 165,108 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $506,856 | 69,815 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $521,334 | 67,618 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $501,284 | 62,739 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $285,234 | 39,397 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $253,866 | 38,523 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $231,100 | 39,236 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $278,885 | 43,644 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $263,295 | 42,952 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $269,757 | 44,588 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $261,711 | 45,436 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||