Position in AEG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,062,804
+$115,092 QoQ
Shares Held
559,615
+9.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 99.28522287644184.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7147771235581605.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026OPPENHEIMER & CO INC holds $106,959,994 across 5 Insurance - Diversified names. AEG ranks #2 (3.8% of the industry book) .
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,062,804 | 559,615 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,947,712 | 512,025 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $103,606 | 12,967 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $93,881 | 12,967 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $97,426 | 14,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $87,077 | 14,784 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $97,773 | 15,301 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $93,795 | 15,301 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $92,571 | 15,301 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $78,243 | 13,584 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||