Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,932
+$3,047 QoQ
Shares Held
3,191
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $20,814,754 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
|
33,628 | $19,820,513 | |
| 2 | SLF |
Sun Life Financial Inc
|
5,485 | $430,133 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,262 | $299,760 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,729 | $167,816 | |
| 5 | AIG |
American International Group, Inc.
|
848 | $63,201 | |
| 6 | AEG |
Aegon Ltd.
This page
|
3,191 | $26,932 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
150 | $6,399 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,932 | 3,191 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||