Position in AEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,998,176
+$220,873 QoQ
Shares Held
412,972
+14.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $590,825,401 across 9 Insurance - Diversified names. AEG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
591,360 | $283,379,710 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
1,620,619 | $155,563,216 | |
| 3 | AIG |
American International Group, Inc.
|
1,338,187 | $100,698,570 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
340,205 | $46,005,921 | |
| 5 | AEG |
Aegon Ltd.
This page
|
412,972 | $2,998,176 | |
| 6 | XZO |
Exzeo Group, Inc.
|
107,490 | $1,576,878 | |
| 7 | SLF |
Sun Life Financial Inc
|
5,788 | $362,097 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
10,490 | $200,463 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,998,176 | 412,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,777,303 | 360,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,112,240 | 389,517 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,812,156 | 526,541 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,215,346 | 487,913 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,863,370 | 486,141 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,089,506 | 483,491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,547,135 | 578,652 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,026,996 | 500,330 | 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. | ||||||