OPPENHEIMER & CO INC

Position in AEG — Aegon Ltd.

CIK 822581 NEW YORK, NY

Position in AEG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,111,331

+$1,048,527 QoQ

Shares Held

605,608

+8.2% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#25

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $122,817,523 across 5 Insurance - Diversified names. AEG ranks #2 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	213,023	$113,329,725
2	AEG	Aegon Ltd. This page	605,608	$5,111,331
3	AIG	American International Group, Inc.	46,878	$3,493,817
4	HIG	Hartford Insurance Group, Inc.	4,672	$619,133
5	ACGL	Arch Capital Group Ltd.	2,715	$263,517

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,111,331	605,608	+8.2%	Shares	Sole	2026-08-03
2026-03-31	$4,062,804	559,615	+9.3%	Shares	Sole	2026-04-24
2025-12-31	$3,947,712	512,025	+3848.7%	Shares	Sole	2026-02-02
2025-09-30	$103,606	12,967	0.0%	Shares	Sole	2025-11-06
2025-06-30	$93,881	12,967	-12.3%	Shares	Sole	2025-07-31
2025-03-31	$97,426	14,784	0.0%	Shares	Sole	2025-04-23
2024-12-31	$87,077	14,784	-3.4%	Shares	Sole	2025-02-05
2024-09-30	$97,773	15,301	0.0%	Shares	Sole	2024-11-05
2024-06-30	$93,795	15,301	0.0%	Shares	Sole	2024-08-08
2024-03-31	$92,571	15,301	+12.6%	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.