STIFEL FINANCIAL CORP

Position in AEG — Aegon Ltd.

CIK 720672 ST. LOUIS, MO

Position in AEG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$248,045

-$514,150 QoQ

Shares Held

34,166

-65.4% QoQ

Ownership

0.002%

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 87.79488380261078.ToString("F0")% Shared 0.ToString("F0")% None 12.205116197389216.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $574,802,191 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	882,806	$423,040,632
2	ACGL	Arch Capital Group Ltd.	886,107	$85,057,408
3	AIG	American International Group, Inc.	470,041	$35,370,583
4	HIG	Hartford Insurance Group, Inc.	204,953	$27,715,792
5	SLF	Sun Life Financial Inc	53,864	$3,369,731
6	AEG	Aegon Ltd. This page	34,166	$248,045

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$248,045	34,166	-65.4%	Shares	Defined	2026-05-12
2025-12-31	$762,195	98,858	+2.9%	Shares	Defined	2026-02-13
2025-09-30	$767,271	96,029	+0.7%	Shares	Defined	2025-11-12
2025-06-30	$690,377	95,356	+0.6%	Shares	Defined	2025-08-14
2025-03-31	$624,745	94,802	-74.1%	Shares	Defined	2025-05-14
2024-12-31	$2,158,626	366,490	-11.8%	Shares	Defined	2025-02-13
2024-09-30	$2,654,993	415,492	+1.6%	Shares	Defined	2024-11-14
2024-06-30	$2,507,360	409,031	+20.2%	Shares	Defined	2024-08-13
2024-03-31	$2,059,147	340,355	-2.1%	Shares	Defined	2024-05-14
2023-12-31	$2,002,659	347,684	—	Shares	Defined	2024-02-12
No filing history on record for this holder in this stock.