Position in AEG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,631,080
+$630,507 QoQ
Shares Held
362,408
+39.7% QoQ
Ownership
0.025%
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 60.762179642833495.ToString("F0")%
Shared 0.ToString("F0")%
None 39.237820357166505.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $5,243,111,485 across 9 Insurance - Diversified names. AEG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
8,652,279 | $4,146,172,094 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,831,622 | $518,150,239 | |
| 3 | AIG |
American International Group, Inc.
|
4,436,611 | $333,854,975 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,741,934 | $167,208,241 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,130,209 | $70,705,872 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
155,101 | $2,963,979 | |
| 7 | AEG |
Aegon Ltd.
This page
|
362,408 | $2,631,080 | |
| 8 | XZO |
Exzeo Group, Inc.
|
58,695 | $861,055 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,631,080 | 362,408 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,000,573 | 259,478 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,950,773 | 1,620,873 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $17,207,175 | 2,376,682 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,280,664 | 2,925,746 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,782,384 | 302,612 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,487,533 | 858,769 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,782,320 | 453,886 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,806,515 | 298,598 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,871,428 | 324,901 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||