Position in AEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$49,576
+$7,628 QoQ
Shares Held
5,874
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
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, 2026ROTHSCHILD INVESTMENT LLC holds $46,478,233 across 7 Insurance - Diversified names. AEG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
68,152 | $35,599,278 | |
| 2 | AIG |
American International Group, Inc.
|
143,040 | $10,660,771 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
602 | $79,777 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
739 | $71,727 | |
| 5 | AEG |
Aegon Ltd.
This page
|
5,874 | $49,576 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
681 | $16,582 | |
| 7 | XZO |
Exzeo Group, Inc.
|
31 | $522 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,576 | 5,874 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,948 | 5,778 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,471 | 8,362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $67,787 | 8,484 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $57,239 | 7,906 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,416 | 7,347 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $71,074 | 12,067 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $80,616 | 12,616 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $71,481 | 11,661 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,587 | 1,750 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,073 | 360 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||