AEGON LTD AEG
AMER REG 1 CERT · NY Reg Shrs · CUSIP 0076CA104
- SectorFinancials
- IndustryLife Insurance
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.89. Options: 4 managers hold calls ($767.9k notional), 5 hold puts ($1.2m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 2 |
| Q1 2023 | 3 |
| Q2 2023 | 2 |
| Q3 2023 | 19 |
| Q4 2023 | 211 |
| Q1 2024 | 221 |
| Q2 2024 | 236 |
| Q3 2024 | 238 |
| Q4 2024 | 254 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 2 | 0 |
| Q2 2023 | 0 | 2 |
| Q3 2023 | 15 | 0 |
| Q4 2023 | 189 | 7 |
| Q1 2024 | 100 | 81 |
| Q2 2024 | 122 | 70 |
| Q3 2024 | 100 | 93 |
| Q4 2024 | 87 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $296.2k | $60.9k | 0.21 |
| Q2 2024 | $226.2k | $81.9k | 0.36 |
| Q3 2024 | $239.0k | $40.3k | 0.17 |
| Q4 2024 | $767.9k | $1.2m | 1.57 |
Biggest buyers
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.0m |
| OLD MISSION CAPITAL LLC | Added | +841.9k |
| GOLDMAN SACHS GROUP INC | Added | +821.2k |
| Cubist Systematic Strategies, LLC | New | +803.6k |
| UBS Group AG | Added | +711.4k |
| NORTHERN TRUST CORP | Added | +679.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +409.7k |
| CITADEL ADVISORS LLC | Added | +388.1k |
| MARSHALL WACE, LLP | Added | +387.1k |
| Point72 Asset Management, L.P. | Added | +355.7k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -556.2k |
| TODD ASSET MANAGEMENT LLC | Sold out | -537.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Sold out | -537.8k |
| MORGAN STANLEY | Reduced | -443.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -285.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -266.3k |
| Optiver Holding B.V. | Reduced | -257.2k |
| CIBC WORLD MARKET INC. | Reduced | -242.9k |
| HRT FINANCIAL LP | Sold out | -141.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -121.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $548.9k93.2k shares |
| GROUP ONE TRADING LLC | Reduced | $154.9k26.3k shares |
| SIMPLEX TRADING, LLC | New | $64.0k10.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $940.0k159.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $238.0k40.4k shares |
| SIMPLEX TRADING, LLC | New | $18.0k3.1k shares |
| Optiver Holding B.V. | Reduced | $11.8k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Vereniging Aegon Americas
13D · may seek influence
+0.4 pts · filed 2026-10-16
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: At the extraordinary general meeting of the Issuer held on October 8, 2026 (the "EGM"), the shareholders of the Issuer approved the Resolutions (as defined in Amendment No. 14 to the Schedule 13D). On October 15, 2026, the VA Split (as defined in Amendment No. 13 to the Schedule 13D) was completed in accordance with the Framework Agreement (as defined in Amendment No. 13 to the Schedule 13D). Following the completion of the VA Split, the amendment of the Reporting Person's articles of association (the "VA Amendment") became effective and the Reporting Person was renamed Vereniging Aegon Americas. The VA Split did not involve any disposition of Common Shares by the Reporting Person, and the Reporting Person retained… Full filing |
18.4% |
Fell to 5% or below in the last year: DODGE & COX (4.5%, 2026-05-14)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.40% of their portfolio | 117.8m $693.6m | Reduced -20.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 6.3m $37.4m | Reduced -26.2k |
| MORGAN STANLEY 0.00% of their portfolio | 6.1m $35.7m | Reduced -443.1k |
| BlackRock, Inc. 0.00% of their portfolio | 5.4m $32.0m | Added +32.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 5.4m $31.9m | Added +298.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 5.3m $31.3m | Added +821.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 4.2m $24.8m | Reduced -266.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.6m $15.4m | First filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 1.9m $11.2m | Added +409.7k |
| GRACE & WHITE INC /NY 1.65% of their portfolio | 1.5m $8.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $8.4m | Added +679.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.4m $8.3m | Added +387.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.2m $7.2m | Added +1.0m |
| Summit Global Investments 0.38% of their portfolio | 1.0m $6.1m | Added +100 |
| OLD MISSION CAPITAL LLC 0.14% of their portfolio | 1.0m $6.1m | Added +841.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 912.6k $5.4m | Added +48.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 854.5k $5.0m | Added +388.1k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 803.6k $4.7m | New |
| UBS Group AG 0.00% of their portfolio | 803.1k $4.7m | Added +711.4k |
| Optiver Holding B.V. 0.15% of their portfolio | 766.5k $4.5m | Reduced -257.2k |
| ABC ARBITRAGE SA 0.49% of their portfolio | 576.3k $3.4m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 525.7k $3.1m | Reduced -285.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 486.1k $2.9m | Added +2.6k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 378.2k $2.2m | Added +355.7k |
| US BANCORP \DE\ 0.00% of their portfolio | 372.6k $2.2m | Reduced -4.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 366.5k $2.2m | Reduced -49.0k |
| FMR LLC 0.00% of their portfolio | 362.1k $2.1m | Added +120.7k |
| Creative Planning 0.00% of their portfolio | 349.1k $2.1m | Added +13.8k |
| Ethic Inc. 0.04% of their portfolio | 336.5k $2.0m | Reduced -12.1k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 318.1k $1.9m | Reduced -242.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 316.5k $1.9m | Added +110.8k |
| Dorsey Wright & Associates 0.44% of their portfolio | 312.7k $1.8m | Reduced -98.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 302.6k $1.8m | Reduced -556.2k |
| Employees Retirement System of Texas 0.01% of their portfolio | 289.7k $1.7m | Reduced -33.3k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 283.2k $1.7m | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.00% of their portfolio | 277.6k $1.6m | First filing |
| HighTower Advisors, LLC 0.00% of their portfolio | 251.7k $1.5m | Reduced -50.5k |
| Vident Advisory, LLC 0.02% of their portfolio | 239.6k $1.4m | Reduced -14.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 231.3k $1.4m | Reduced -9.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 217.9k $1.3m | Reduced -2.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 212.0k $1.2m | Added +948 |
| Hennion & Walsh Asset Management, Inc. 0.05% of their portfolio | 202.3k $1.2m | Added +68.3k |
| Laird Norton Wetherby Wealth Management, LLC 0.05% of their portfolio | 192.4k $1.1m | Reduced -2.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 180.6k $1.1m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 155.9k $918.5k | Reduced -15.9k |
| GREENLEAF TRUST 0.01% of their portfolio | 154.5k $910.1k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 149.2k $878.6k | Reduced -9.9k |
| FIRST HAWAIIAN BANK 0.03% of their portfolio | 148.2k $872.9k | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 145.7k $858.0k | Added +1.8k |
| Focus Partners Wealth 0.00% of their portfolio | 139.7k $822.8k | Added +124.0k |
| Cerity Partners LLC 0.00% of their portfolio | 138.6k $837.8k | Reduced -10.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 134.3k $791.1k | Added +27.4k |
| SIGNATUREFD, LLC 0.01% of their portfolio | 129.1k $760.5k | Reduced -3.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 127.0k $748.0k | Reduced -1.5k |
| Crossmark Global Holdings, Inc. 0.01% of their portfolio | 126.0k $742.0k | Added +2.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 118.6k $698.0k | New |
| XTX Topco Ltd 0.05% of their portfolio | 110.4k $650.4k | Added +17.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 109.5k $645.0k | New |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 109.4k $644.2k | Added +6.6k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 109.2k $648.8k | Added +18.1k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 107.1k $630.6k | Reduced -31.7k |
| CHOREO, LLC 0.01% of their portfolio | 103.4k $606.2k | Reduced -1.6k |
| Wealthstar Advisors, LLC 0.26% of their portfolio | 102.1k $601.3k | First filing |
| Pathstone Holdings, LLC 0.00% of their portfolio | 101.1k $595.2k | Reduced -2.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 90.7k $534.2k | Reduced -11.0k |
| TOWNSQUARE CAPITAL LLC 0.01% of their portfolio | 89.3k $526.1k | Added +410 |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 88.4k $520.8k | Added +5.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 88.2k $519.3k | Added +18.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 88.0k $518.2k | New |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 84.2k $496.0k | Reduced -2.4k |
| OLIO Financial Planning 0.17% of their portfolio | 84.1k $495.6k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 82.2k $484.4k | Reduced -67.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.7k $475.2k | Added +1.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 80.2k $472.3k | Added +68.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 76.2k $448.6k | Added +2.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.5k $445.0k | Reduced -11.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 74.3k $438.0k | Reduced -2.5k |
| LPL Financial LLC 0.00% of their portfolio | 72.0k $424.1k | Added +3.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 71.2k $419.3k | Reduced -10.6k |
| AdvisorShares Investments LLC 0.08% of their portfolio | 70.7k $416.5k | Reduced -10.4k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 68.0k $400.6k | Reduced -42.5k |
| Fulton Bank, N.A. 0.02% of their portfolio | 67.5k $397.3k | Unchanged |
| Quantbot Technologies LP 0.01% of their portfolio | 65.3k $384.6k | Reduced -49.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 65.0k $382.7k | Added +791 |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 64.0k $377.1k | Reduced -1.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 58.6k $345.0k | Reduced -2.4k |
| Ballentine Partners, LLC 0.01% of their portfolio | 57.9k $341.1k | Reduced -4.3k |
| Miller Investment Management, LP 0.04% of their portfolio | 57.0k $335.8k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 56.9k $335.3k | Reduced -2.6k |
| Ellevest, Inc. 0.02% of their portfolio | 56.5k $332.8k | Reduced -7.2k |
| QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio | 49.8k $293.4k | Reduced -1.9k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 49.3k $290.5k | Reduced -745 |
| Atria Investments, Inc 0.00% of their portfolio | 46.2k $272.1k | Reduced -23.6k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 45.7k $269.2k | Unchanged |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 45.0k $264.9k | Reduced -5.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 44.5k $262.1k | Reduced -4.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 43.8k $258.1k | Reduced -121.8k |
| BARCLAYS PLC 0.00% of their portfolio | 40.0k $235.6k | New |
| Caprock Group, LLC 0.01% of their portfolio | 39.5k $232.5k | Reduced -1.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 39.2k $231.0k | Reduced -4.4k |