Position in AEG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,187,198
+$208,319 QoQ
Shares Held
301,267
+17.4% QoQ
Ownership
0.020%
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 99.78225295170066.ToString("F0")%
Shared 0.ToString("F0")%
None 0.21774704829934907.ToString("F0")%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,349,596,486 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
|
11,381,789 | $5,454,153,288 | |
| 2 | AIG |
American International Group, Inc.
|
4,231,564 | $318,425,191 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,884,892 | $254,893,945 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,149,791 | $206,358,438 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,746,871 | $109,284,249 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
211,824 | $4,047,956 | |
| 7 | AEG |
Aegon Ltd.
This page
|
301,267 | $2,187,198 | |
| 8 | XZO |
Exzeo Group, Inc.
|
16,784 | $246,221 |
All Filings in AEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||