LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in AEG — Aegon Ltd.
CIK 932974
BOSTON, MA
Position in AEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,588
+$1,900 QoQ
Shares Held
1,610
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $121,239,004 across 4 Insurance - Diversified names. AEG ranks #4 (0.0% of the industry book) .
All Filings in AEG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,588 | 1,610 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,688 | 1,610 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,413 | 1,610 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,863 | 1,610 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,656 | 1,610 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,609 | 1,610 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,482 | 1,610 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,208 | 2,380 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,589 | 2,380 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,399 | 2,380 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,708 | 2,380 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||