Position in AEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,407
-$3,317,868 QoQ
Shares Held
37,963
-92.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,729,423,380 across 7 Insurance - Diversified names. AEG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,613,026 | $1,610,613,666 | |
| 2 | SLF |
Sun Life Financial Inc
|
12,232,736 | $959,291,153 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
526,066 | $69,714,261 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
537,813 | $52,200,125 | |
| 5 | AIG |
American International Group, Inc.
|
445,617 | $33,211,830 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
95,451 | $4,071,938 | |
| 7 | AEG |
Aegon Ltd.
This page
|
37,963 | $320,407 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,407 | 37,963 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,638,275 | 501,140 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $361,336 | 46,866 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $359,164 | 44,952 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $319,029 | 44,065 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $288,892 | 43,838 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $262,128 | 44,504 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $314,060 | 49,149 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $293,945 | 47,952 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $279,467 | 46,193 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $398,412 | 69,169 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||