Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,048
+$118,067 QoQ
Shares Held
27,020
+78.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 303 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, 2026JONES FINANCIAL COMPANIES LLLP holds $643,382,343 across 9 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
778,213 | $393,900,100 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,269,585 | $220,285,920 | |
| 3 | AIG |
American International Group, Inc.
|
318,494 | $23,737,356 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
26,404 | $3,499,057 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,667 | $1,385,446 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,053 | $342,190 | |
| 7 | AEG |
Aegon Ltd.
This page
|
27,020 | $228,048 | |
| 8 | XZO |
Exzeo Group, Inc.
|
243 | $4,099 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,048 | 27,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,981 | 15,149 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,632 | 10,977 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,990 | 3,378 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,503 | 2,832 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,822 | 2,401 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $11,320 | 1,922 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,281 | 1,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,427 | 396 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,216 | 201 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,157 | 201 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||