Position in AEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$486,532
+$154,678 QoQ
Shares Held
57,646
+26.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 303 holders
Holding Since
Jun 2024
9 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, 2026Clearstead Advisors, LLC holds $89,430,665 across 8 Insurance - Diversified names. AEG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
133,513 | $86,265,659 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
11,772 | $1,142,590 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,713 | $757,086 | |
| 4 | AIG |
American International Group, Inc.
|
7,821 | $582,899 | |
| 5 | AEG |
Aegon Ltd.
This page
|
57,646 | $486,532 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,487 | $195,030 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 | |
| 8 | XZO |
Exzeo Group, Inc.
|
14 | $236 |
All Filings in AEG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,532 | 57,646 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $331,854 | 45,710 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $352,424 | 45,710 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $365,222 | 45,710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $330,940 | 45,710 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,736 | 45,787 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,231 | 45,710 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $292,086 | 45,710 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,202 | 45,710 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||