Position in AEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$179,881
+$31,509 QoQ
Shares Held
21,313
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
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, 2026TRUIST FINANCIAL CORP holds $327,216,247 across 6 Insurance - Diversified names. AEG ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
586,775 | $293,616,340 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
115,947 | $15,365,295 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
154,559 | $15,001,496 | |
| 4 | AIG |
American International Group, Inc.
|
33,698 | $2,511,511 | |
| 5 | SLF |
Sun Life Financial Inc
|
6,908 | $541,724 | |
| 6 | AEG |
Aegon Ltd.
This page
|
21,313 | $179,881 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,881 | 21,313 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $148,372 | 20,437 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $249,865 | 32,408 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $260,905 | 32,654 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $217,735 | 30,074 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $193,778 | 29,405 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $169,019 | 28,696 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $211,470 | 33,094 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $108,654 | 17,725 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $265,424 | 43,872 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $415,635 | 72,159 | Shares | Defined | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||