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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.24. Options: 6 managers hold calls ($1.5m notional), 6 hold puts ($1.7m).
Trends to Q2 2025
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 |
| Q1 2025 | 257 |
| Q2 2025 | 268 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 15 | 0 |
| Q4 2023 | 189 | 7 |
| Q1 2024 | 100 | 81 |
| Q2 2024 | 122 | 70 |
| Q3 2024 | 100 | 93 |
| Q4 2024 | 87 | 104 |
| Q1 2025 | 110 | 93 |
| Q2 2025 | 139 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $239.0k | $40.3k | 0.17 |
| Q4 2024 | $767.9k | $1.2m | 1.57 |
| Q1 2025 | $370.5k | $1.5m | 4.10 |
| Q2 2025 | $1.5m | $1.7m | 1.15 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +10.7m |
| MORGAN STANLEY | Added | +4.8m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +4.7m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +3.3m |
| CITADEL ADVISORS LLC | Added | +3.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.4m |
| UBS Group AG | Added | +2.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +1.8m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.7m |
| JPMORGAN CHASE & CO | Added | +1.5m |
Biggest sellers
| Dodge & Cox | Reduced | -28.8m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.3m |
| BANK OF AMERICA CORP /DE/ | Reduced | -549.1k |
| Optiver Holding B.V. | Sold out | -270.4k |
| GRACE & WHITE INC /NY | Reduced | -246.2k |
| FMR LLC | Reduced | -228.2k |
| Point72 Asset Management, L.P. | Reduced | -201.7k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -201.6k |
| TWO SIGMA ADVISERS, LP | Reduced | -198.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $485.1k67.0k shares |
| SIMPLEX TRADING, LLC | Added | $484.0k66.9k shares |
| Optiver Holding B.V. | Reduced | $267.2k36.9k shares |
| CITADEL ADVISORS LLC | Added | $142.6k19.7k shares |
| GROUP ONE TRADING LLC | Added | $77.5k10.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Optiver Holding B.V. | Reduced | $817.4k112.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $400.4k55.3k shares |
| SIMPLEX TRADING, LLC | Added | $232.0k32.1k shares |
| CITADEL ADVISORS LLC | Reduced | $115.1k15.9k shares |
| GROUP ONE TRADING LLC | New | $103.5k14.3k 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 Q2 2025
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 Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.36% of their portfolio | 88.7m $642.5m | Reduced -28.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 21.0m $152.1m | Added +10.7m |
| MORGAN STANLEY 0.01% of their portfolio | 12.6m $91.4m | Added +4.8m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 7.7m $56.0m | Added +2.4m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 6.8m $49.3m | Added +1.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 6.2m $44.7m | Added +4.7m |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $38.4m | Reduced -95.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.7m $27.1m | Reduced -1.3m |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 3.7m $26.5m | Added +3.2m |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 3.5m $25.2m | Added +3.3m |
| UBS Group AG 0.00% of their portfolio | 3.0m $21.6m | Added +2.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.4m $17.7m | Reduced -2.4m |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.4m $17.6m | Reduced -201.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.4m $17.2m | Reduced -549.1k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.9m $14.0m | Added +1.7m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $11.8m | Added +1.5m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $10.9m | Added +59.6k |
| GRACE & WHITE INC /NY 1.65% of their portfolio | 1.2m $9.0m | Reduced -246.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.1m $8.3m | Added +915.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.1m $8.0m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 1.0m $7.5m | Added +93.4k |
| Summit Global Investments 0.44% of their portfolio | 1.0m $7.5m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 997.0k $7.2m | Added +899.7k |
| Private Wealth Asset Management, LLC 0.86% of their portfolio | 900.1k $6.5m | Reduced -100.0k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 810.4k $5.9m | Added +115.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 645.1k $4.7m | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 605.6k $4.4m | Added +57.1k |
| TODD ASSET MANAGEMENT LLC 0.09% of their portfolio | 605.6k $4.4m | Added +57.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 571.0k $4.1m | Added +498.4k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 556.5k $4.0m | Reduced -198.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 526.5k $3.8m | Added +38.6k |
| Quantinno Capital Management LP 0.02% of their portfolio | 512.9k $3.7m | Added +206.8k |
| Creative Planning 0.00% of their portfolio | 401.1k $2.9m | Added +55.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 369.5k $2.7m | Added +4.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 359.6k $2.6m | Added +284.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 345.4k $2.5m | Added +268.3k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 333.4k $2.4m | Added +11.0k |
| Vident Advisory, LLC 0.02% of their portfolio | 286.7k $2.1m | Added +11.5k |
| Employees Retirement System of Texas 0.02% of their portfolio | 276.4k $2.0m | Reduced -13.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 256.6k $1.9m | Added +27.3k |
| Ethic Inc. 0.03% of their portfolio | 248.0k $1.8m | Reduced -55.0k |
| Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio | 244.6k $1.8m | Reduced -9.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 210.0k $1.5m | Reduced -194 |
| HighTower Advisors, LLC 0.00% of their portfolio | 203.1k $1.5m | Reduced -23.5k |
| Campbell & CO Investment Adviser LLC 0.09% of their portfolio | 201.0k $1.5m | Added +161.4k |
| QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio | 199.7k $1.4m | Reduced -5.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 193.1k $1.4m | Added +11.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 187.6k $1.4m | Added +16.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 186.9k $1.4m | Added +41.2k |
| Mariner, LLC 0.00% of their portfolio | 186.0k $1.3m | Added +26.5k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 183.1k $1.3m | Reduced -201.7k |
| Laird Norton Wetherby Wealth Management, LLC 0.06% of their portfolio | 181.2k $1.3m | First filing |
| Dorsey Wright & Associates 0.31% of their portfolio | 177.7k $1.3m | Reduced -111.1k |
| Crossmark Global Holdings, Inc. 0.02% of their portfolio | 167.4k $1.2m | Added +41.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 160.6k $1.2m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 155.9k $1.1m | Unchanged |
| GREENLEAF TRUST 0.01% of their portfolio | 153.1k $1.1m | Reduced -1.4k |
| LPL Financial LLC 0.00% of their portfolio | 146.8k $1.1m | Added +62.7k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 144.0k $1.0m | Added +111.1k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio | 143.5k $1.1m | Added +22.8k |
| FMR LLC 0.00% of their portfolio | 129.8k $940.0k | Reduced -228.2k |
| Cerity Partners LLC 0.00% of their portfolio | 129.6k $938.4k | Added +3.8k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 129.2k $935.5k | Added +8.9k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 125.4k $909.1k | Added +120.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 122.3k $885.1k | New |
| AdvisorShares Investments LLC 0.16% of their portfolio | 122.2k $884.6k | Added +19.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 122.1k $883.0k | New |
| SIGNATUREFD, LLC 0.01% of their portfolio | 120.2k $870.1k | Reduced -5.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 118.5k $857.7k | Reduced -9.8k |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 103.8k $751.5k | Added +10.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 103.7k $750.5k | Added +11.4k |
| FORA Capital, LLC 0.08% of their portfolio | 102.4k $741.3k | Added +40.0k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 102.1k $741.3k | Added +7.1k |
| Quantbot Technologies LP 0.02% of their portfolio | 97.1k $702.8k | Added +96.9k |
| Wealthstar Advisors, LLC 0.26% of their portfolio | 97.0k $702.2k | Added +2.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 95.4k $690.5k | Added +13.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 95.4k $690.4k | Added +554 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 92.3k $668.2k | Added +2.9k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 91.1k $660.0k | Added +3.2k |
| OLIO Financial Planning 0.19% of their portfolio | 84.1k $609.2k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 80.2k $581.1k | Added +10.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 75.8k $549.0k | Added +3.8k |
| CHOREO, LLC 0.01% of their portfolio | 64.2k $478.8k | Reduced -10.7k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 63.8k $461.7k | Unchanged |
| JACKSON SQUARE CAPITAL, LLC 0.10% of their portfolio | 62.7k $454.3k | Added +15.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 62.7k $456.7k | Added +50.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 62.6k $453.5k | Reduced -394 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 60.8k $440.5k | Reduced -22.1k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 58.8k $434.7k | Reduced -2.6k |
| Ballentine Partners, LLC 0.01% of their portfolio | 58.3k $422.1k | Reduced -23.0k |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 57.4k $415.3k | Reduced -2.5k |
| Miller Investment Management, LP 0.04% of their portfolio | 57.0k $412.8k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 56.9k $412.0k | New |
| Atria Investments, Inc 0.00% of their portfolio | 53.2k $385.2k | Added +646 |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 49.4k $357.4k | Added +39 |
| Callan Family Office, LLC 0.01% of their portfolio | 47.6k $344.5k | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 45.7k $330.9k | Reduced -77 |
| Ellevest, Inc. 0.05% of their portfolio | 45.4k $328.3k | Reduced -6.5k |
| Diversify Advisory Services, LLC 0.01% of their portfolio | 45.0k $334.9k | Added +10.5k |
| Calydon Capital 0.03% of their portfolio | 44.9k $325.4k | Added +22.5k |