Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$283,558
+$35,513 QoQ
Shares Held
33,597
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $627,589,029 across 7 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
803,300 | $487,275,138 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
852,350 | $82,729,089 | |
| 3 | AIG |
American International Group, Inc.
|
378,820 | $28,233,452 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
185,673 | $24,605,384 | |
| 5 | SLF |
Sun Life Financial Inc
|
54,269 | $4,255,774 | |
| 6 | AEG |
Aegon Ltd.
This page
|
33,597 | $283,558 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
8,486 | $206,634 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,558 | 33,597 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $248,045 | 34,166 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $762,195 | 98,858 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $767,271 | 96,029 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $690,377 | 95,356 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $624,745 | 94,802 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,158,626 | 366,490 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,654,993 | 415,492 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,507,360 | 409,031 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,059,147 | 340,355 | 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. | ||||||