Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,422,679
+$236,397 QoQ
Shares Held
168,564
+3.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,744,449,721 across 11 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,834,105 | $2,510,236,451 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
1,165,234 | $113,097,610 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
511,299 | $67,757,342 | |
| 4 | AIG |
American International Group, Inc.
|
655,515 | $48,855,530 | |
| 5 | SLF |
Sun Life Financial Inc
|
24,122 | $1,891,646 | |
| 6 | AEG |
Aegon Ltd.
This page
|
168,564 | $1,422,679 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
38,751 | $943,585 | |
| 8 | XZO |
Exzeo Group, Inc.
|
7,500 | $126,525 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,679 | 168,564 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,186,282 | 163,400 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,294,538 | 167,904 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,403,314 | 175,634 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,397,818 | 193,069 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,196,558 | 181,572 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,283,659 | 217,939 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,408,905 | 220,486 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,414,644 | 230,774 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,763,362 | 291,465 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,547,248 | 615,842 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||