Position in AEG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,456
+$1,182 QoQ
Shares Held
1,002
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $190,167,672 across 6 Insurance - Diversified names. AEG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
161,361 | $189,254,124 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,798 | $503,310 | |
| 3 | SLF |
Sun Life Financial Inc
|
2,043 | $160,211 | |
| 4 | AIG |
American International Group, Inc.
|
1,952 | $145,482 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
990 | $96,089 | |
| 6 | AEG |
Aegon Ltd.
This page
|
1,002 | $8,456 |
All Filings in AEG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,456 | 1,002 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,274 | 1,002 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,725 | 1,002 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,770 | 2,099 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,803 | 2,321 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $17,983 | 2,729 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $16,073 | 2,729 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $17,437 | 2,729 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $16,728 | 2,729 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,509 | 2,729 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $15,718 | 2,729 | Shares | Defined | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||