Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$521,173
-$215,764 QoQ
Shares Held
71,787
-24.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 16.70358142839233.ToString("F0")%
Shared 0.ToString("F0")%
None 83.29641857160767.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $327,411,613 across 7 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
564,071 | $270,302,823 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
319,789 | $43,245,066 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
71,457 | $6,859,157 | |
| 4 | AIG |
American International Group, Inc.
|
67,722 | $5,096,080 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,401 | $1,088,606 | |
| 6 | AEG |
Aegon Ltd.
This page
|
71,787 | $521,173 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
15,631 | $298,708 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||