Position in AEG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,138,489
+$99,513 QoQ
Shares Held
964,276
-12.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#19
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026GRACE & WHITE INC /NY holds $8,788,996 across 2 Insurance - Diversified names. AEG ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEG |
Aegon Ltd.
This page
|
964,276 | $8,138,489 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
1,300 | $650,507 |
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,138,489 | 964,276 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,038,976 | 1,107,297 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,568,099 | 1,111,297 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,213,452 | 1,153,123 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,033,652 | 1,247,742 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,845,209 | 1,493,962 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,799,436 | 1,493,962 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,546,417 | 1,493,962 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,403,450 | 1,534,005 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,772,740 | 1,615,329 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,486,138 | 1,646,899 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||