Position in AEG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,713,429
+$1,192,256 QoQ
Shares Held
203,013
+182.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $418,779,076 across 7 Insurance - Diversified names. AEG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
592,166 | $371,148,905 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
232,467 | $30,806,526 | |
| 3 | AIG |
American International Group, Inc.
|
88,830 | $6,620,499 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
64,371 | $6,247,849 | |
| 5 | SLF |
Sun Life Financial Inc
|
22,838 | $1,790,955 | |
| 6 | AEG |
Aegon Ltd.
This page
|
203,013 | $1,713,429 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
18,518 | $450,913 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,713,429 | 203,013 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $521,173 | 71,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $736,937 | 95,582 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $780,119 | 97,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $750,527 | 103,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $608,289 | 92,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $519,256 | 88,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $445,542 | 69,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $429,602 | 70,082 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $420,233 | 69,460 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $415,560 | 72,146 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||