Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,829,210
+$3,031,212 QoQ
Shares Held
2,467,916
+0.7% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 303 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $2,373,347,130 across 8 Insurance - Diversified names. AEG ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,131,583 | $2,188,635,452 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
535,713 | $70,992,685 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
597,918 | $58,033,918 | |
| 4 | AIG |
American International Group, Inc.
|
347,084 | $25,868,169 | |
| 5 | AEG |
Aegon Ltd.
This page
|
2,467,916 | $20,829,210 | |
| 6 | SLF |
Sun Life Financial Inc
|
79,294 | $6,218,235 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
71,423 | $1,739,149 | |
| 8 | IGIC |
International General Insurance Holdings Ltd.
|
39,370 | $1,030,312 |
All Filings in AEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,829,210 | 2,467,916 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,797,998 | 2,451,515 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,649,679 | 2,418,895 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $19,026,946 | 2,381,345 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,611,111 | 2,432,474 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,358,447 | 2,634,059 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,396,718 | 2,614,044 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||