Position in AEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$110,023,180
+$24,778,360 QoQ
Shares Held
13,035,922
+11.0% QoQ
Ownership
0.882%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 91%
Shared 6%
None 3%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,608,050,619 across 8 Insurance - Diversified names. AEG ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,475,815 | $3,743,068,115 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,787,638 | $634,457,786 | |
| 3 | AIG |
American International Group, Inc.
|
6,525,607 | $486,353,487 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,218,184 | $409,416,937 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,828,134 | $143,362,266 | |
| 6 | AEG |
Aegon Ltd.
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|
13,035,922 | $110,023,180 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
3,232,830 | $78,719,408 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
62,106 | $2,649,440 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,023,180 | 13,035,922 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $85,244,820 | 11,741,711 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $83,574,332 | 10,839,732 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $78,854,891 | 9,869,198 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,046,764 | 7,741,266 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,348,574 | 5,363,972 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,886,144 | 5,413,607 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,684,387 | 5,114,928 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $30,162,884 | 4,920,536 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,384,852 | 4,526,422 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,960,756 | 4,507,076 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||