Position in AEG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$203,699
+$29,096 QoQ
Shares Held
24,135
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#142
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,006,397 across 6 Insurance - Diversified names. AEG ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
30,767 | $30,362,491 | |
| 2 | SLF |
Sun Life Financial Inc
|
6,388 | $500,946 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,092 | $409,751 | |
| 4 | AIG |
American International Group, Inc.
|
4,056 | $302,293 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,341 | $227,217 | |
| 6 | AEG |
Aegon Ltd.
This page
|
24,135 | $203,699 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,699 | 24,135 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $174,603 | 24,050 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $185,425 | 24,050 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $132,234 | 16,550 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $119,822 | 16,550 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $75,277 | 11,423 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $67,281 | 11,423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $72,992 | 11,423 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $70,022 | 11,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $69,109 | 11,423 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $63,043 | 10,945 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||