SEI INVESTMENTS CO

Position in AEG — Aegon Ltd.

CIK 350894 OAKS, PA

Position in AEG

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

Position Value

$1,650,062

-$1,348,114 QoQ

Shares Held

195,505

-52.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#46

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $538,760,409 across 9 Insurance - Diversified names. AEG ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	471,309	$235,838,308
2	ACGL	Arch Capital Group Ltd.	1,839,517	$178,543,519
3	AIG	American International Group, Inc.	1,208,903	$90,099,540
4	HIG	Hartford Insurance Group, Inc.	230,755	$30,579,652
5	AEG	Aegon Ltd. This page	195,505	$1,650,062
6	PLGO	Pelagos Insurance Capital Ltd	32,203	$784,142
7	XZO	Exzeo Group, Inc.	45,017	$759,436
8	SLF	Sun Life Financial Inc	5,861	$459,619

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,650,062	195,505	-52.7%	Shares	Sole	2026-08-14
2026-03-31	$2,998,176	412,972	+14.6%	Shares	Sole	2026-05-13
2025-12-31	$2,777,303	360,221	-7.5%	Shares	Sole	2026-02-13
2025-09-30	$3,112,240	389,517	-26.0%	Shares	Sole	2025-11-13
2025-06-30	$3,812,156	526,541	+7.9%	Shares	Sole	2025-08-14
2025-03-31	$3,215,346	487,913	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$2,863,370	486,141	+0.5%	Shares	Sole	2025-02-11
2024-09-30	$3,089,506	483,491	-16.4%	Shares	Sole	2024-11-12
2024-06-30	$3,547,135	578,652	+15.7%	Shares	Sole	2024-08-13
2024-03-31	$3,026,996	500,330	0.0%	Shares	Sole	2024-05-07
2023-12-31	$2,881,900	500,330	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.