Position in AEG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,885,086
+$697,888 QoQ
Shares Held
341,835
+13.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,784,076,617 across 8 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
11,570,667 | $5,845,223,931 | |
| 2 | AIG |
American International Group, Inc.
|
4,343,856 | $323,747,586 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,881,726 | $249,366,329 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,177,713 | $211,368,823 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,851,199 | $145,171,025 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
245,617 | $5,980,773 | |
| 7 | AEG |
Aegon Ltd.
This page
|
341,835 | $2,885,086 | |
| 8 | XZO |
Exzeo Group, Inc.
|
19,743 | $333,064 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,885,086 | 341,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,187,198 | 301,267 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,978,879 | 256,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,920,388 | 240,349 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,358,006 | 187,570 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,125,749 | 170,827 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $791,121 | 134,316 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $683,384 | 106,946 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $685,677 | 111,856 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $462,298 | 76,413 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $419,765 | 72,876 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||