Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,885
+$9,183 QoQ
Shares Held
3,290
+72.5% QoQ
Ownership
0.000%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $17,074,683 across 7 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
33,547 | $16,075,722 | |
| 2 | SLF |
Sun Life Financial Inc
|
5,509 | $344,643 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,250 | $304,267 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,583 | $247,942 | |
| 5 | AIG |
American International Group, Inc.
|
957 | $72,014 | |
| 6 | AEG |
Aegon Ltd.
This page
|
3,290 | $23,885 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
150 | $6,210 |
All Filings in AEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,885 | 3,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,702 | 1,907 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,001 | 2,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,311 | 2,253 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,567 | 1,907 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,232 | 1,907 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,185 | 1,907 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,689 | 1,907 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,537 | 1,907 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $10,984 | 1,907 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||