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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.71. Options: 5 managers hold calls ($1.8m notional), 3 hold puts ($834.2k).
Trends to Q4 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 |
| Q3 2025 | 281 |
| Q4 2025 | 300 |
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 2024 | 100 | 81 |
| Q2 2024 | 122 | 70 |
| Q3 2024 | 100 | 93 |
| Q4 2024 | 87 | 104 |
| Q1 2025 | 110 | 93 |
| Q2 2025 | 139 | 87 |
| Q3 2025 | 142 | 98 |
| Q4 2025 | 151 | 99 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $370.5k | $1.5m | 4.10 |
| Q2 2025 | $1.5m | $1.7m | 1.15 |
| Q3 2025 | $2.9m | $1.7m | 0.59 |
| Q4 2025 | $1.8m | $834.2k | 0.46 |
Biggest buyers
| DIMENSIONAL FUND ADVISORS LP | Added | +970.5k |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Added | +599.1k |
| OPPENHEIMER & CO INC | Added | +499.1k |
| UBS Group AG | Added | +494.1k |
| JANE STREET GROUP, LLC | Added | +459.9k |
| XTX Topco Ltd | New | +437.3k |
| DRW Securities, LLC | New | +420.8k |
| OLD MISSION CAPITAL LLC | New | +394.8k |
| Qube Research & Technologies Ltd | Added | +374.7k |
| Quantinno Capital Management LP | Added | +313.3k |
Biggest sellers
| Dodge & Cox | Reduced | -15.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -5.0m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -2.8m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.9m |
| Optiver Holding B.V. | Reduced | -1.4m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.0m |
| AMERIPRISE FINANCIAL INC | Reduced | -747.1k |
| MORGAN STANLEY | Reduced | -719.4k |
| XY Capital Ltd | Sold out | -685.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $622.2k80.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $548.2k71.1k shares |
| Optiver Holding B.V. | Unchanged | $307.6k39.9k shares |
| CITADEL ADVISORS LLC | Reduced | $187.4k24.3k shares |
| GROUP ONE TRADING LLC | Reduced | $141.9k18.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $603.7k78.3k shares |
| SIMPLEX TRADING, LLC | Added | $228.2k29.6k shares |
| GROUP ONE TRADING LLC | Reduced | $2.3k300 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 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 Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.29% of their portfolio | 70.5m $543.7m | Reduced -15.3m |
| MORGAN STANLEY 0.01% of their portfolio | 13.1m $101.2m | Reduced -719.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 12.0m $92.5m | Reduced -5.0m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 10.8m $83.6m | Added +970.5k |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $40.8m | Reduced -139.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.2m $32.5m | Reduced -1.0m |
| UBS Group AG 0.00% of their portfolio | 2.5m $19.6m | Added +494.1k |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.87% of their portfolio | 2.5m $19.5m | Added +599.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 2.4m $18.8m | Reduced -1.9m |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.4m $18.7m | Added +37.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 2.1m $16.2m | Reduced -2.8m |
| ABC ARBITRAGE SA 1.51% of their portfolio | 2.1m $16.2m | Added +15.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.8m $13.6m | Added +459.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $12.0m | Added +11.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.4m $10.9m | Added +173.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 1.4m $10.5m | Added +268.5k |
| Quantinno Capital Management LP 0.02% of their portfolio | 1.2m $9.4m | Added +313.3k |
| GRACE & WHITE INC /NY 1.53% of their portfolio | 1.1m $8.6m | Reduced -41.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 987.8k $7.6m | Added +374.7k |
| Private Wealth Asset Management, LLC 0.75% of their portfolio | 900.1k $6.9m | Unchanged |
| Optiver Holding B.V. 0.12% of their portfolio | 878.0k $6.8m | Reduced -1.4m |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 848.6k $6.5m | Added +95.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 762.3k $5.9m | Added +25.8k |
| Tower Research Capital LLC (TRC) 0.13% of their portfolio | 691.0k $5.3m | Reduced -516.4k |
| TODD ASSET MANAGEMENT LLC 0.09% of their portfolio | 607.0k $4.7m | Added +10.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 602.8k $4.6m | Added +10.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 520.0k $4.0m | Reduced -571.9k |
| OPPENHEIMER & CO INC 0.06% of their portfolio | 512.0k $3.9m | Added +499.1k |
| Creative Planning 0.00% of their portfolio | 504.7k $3.9m | Added +24.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 439.9k $3.4m | Added +125.4k |
| US BANCORP \DE\ 0.00% of their portfolio | 438.7k $3.4m | Added +69.2k |
| XTX Topco Ltd 0.09% of their portfolio | 437.3k $3.4m | New |
| DRW Securities, LLC 0.25% of their portfolio | 420.8k $3.2m | New |
| Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio | 408.7k $3.2m | Added +103.6k |
| OLD MISSION CAPITAL LLC 0.12% of their portfolio | 394.8k $3.0m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 360.2k $2.8m | Reduced -29.3k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 342.0k $2.6m | Added +10.3k |
| Transmarket Holdings LP 1.82% of their portfolio | 322.9k $2.5m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 300.7k $2.3m | Added +167.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 289.7k $2.2m | Reduced -410.4k |
| Vident Advisory, LLC 0.02% of their portfolio | 283.2k $2.2m | Reduced -13.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 268.8k $2.1m | Added +100.8k |
| Ethic Inc. 0.03% of their portfolio | 260.3k $2.0m | Added +18.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 259.5k $2.0m | Reduced -1.4m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 256.7k $2.0m | Added +16.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 253.6k $2.0m | Reduced -747.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 247.4k $1.9m | Reduced -21.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 237.7k $1.8m | Added +78.5k |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.14% of their portfolio | 237.3k $1.8m | Reduced -22.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 210.1k $1.6m | Added +864 |
| QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio | 208.0k $1.6m | Added +2.7k |
| LPL Financial LLC 0.00% of their portfolio | 205.3k $1.6m | Added +28.4k |
| Mariner, LLC 0.00% of their portfolio | 200.2k $1.5m | Added +7.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 199.3k $1.5m | Reduced -81.0k |
| HighTower Advisors, LLC 0.00% of their portfolio | 198.4k $1.5m | Reduced -7.1k |
| Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio | 190.5k $1.5m | New |
| FACTORY MUTUAL INSURANCE CO 0.01% of their portfolio | 169.4k $1.3m | Reduced -49.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 167.9k $1.3m | Reduced -7.7k |
| Dorsey Wright & Associates 0.28% of their portfolio | 166.0k $1.3m | Added +4.7k |
| Cerity Partners LLC 0.00% of their portfolio | 161.7k $1.2m | Added +22.6k |
| Crossmark Global Holdings, Inc. 0.02% of their portfolio | 157.0k $1.2m | Reduced -12.2k |
| FMR LLC 0.00% of their portfolio | 153.6k $1.2m | Added +13.7k |
| GREENLEAF TRUST 0.01% of their portfolio | 153.5k $1.2m | Added +345 |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 152.2k $1.2m | Added +3.9k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 148.9k $1.1m | Added +3.6k |
| Focus Partners Wealth 0.00% of their portfolio | 141.8k $1.1m | Added +33.8k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 140.7k $1.1m | Reduced -3.0k |
| Callan Family Office, LLC 0.02% of their portfolio | 122.1k $941.6k | Added +76.6k |
| SIGNATUREFD, LLC 0.01% of their portfolio | 120.2k $926.5k | Added +1.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 116.6k $898.8k | Reduced -5.3k |
| Quantbot Technologies LP 0.03% of their portfolio | 115.7k $892.1k | Reduced -35.7k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 115.6k $891.4k | Added +99.7k |
| AdvisorShares Investments LLC 0.14% of their portfolio | 111.1k $856.8k | Added +3.1k |
| Lester Murray Antman dba SimplyRich 0.22% of their portfolio | 111.1k $856.0k | Added +61.6k |
| Abacus Wealth Partners, LLC 0.08% of their portfolio | 109.4k $843.4k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 98.9k $762.2k | Added +2.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 95.6k $736.9k | Reduced -2.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 91.8k $707.6k | Added +45.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 86.9k $670.1k | Reduced -15.2k |
| Wealthstar Advisors, LLC 0.36% of their portfolio | 85.2k $657.1k | Added +962 |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 83.2k $642.0k | Reduced -6.7k |
| Brooklyn Investment Group 0.03% of their portfolio | 80.4k $624.2k | Added +47.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 78.9k $608.6k | Added +8.4k |
| SYON CAPITAL LLC 0.03% of their portfolio | 78.1k $602.0k | Added +8.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 73.4k $579.4k | Added +10.9k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 72.8k $561.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 71.6k $552.0k | Reduced -94.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 71.5k $551.0k | Reduced -6.9k |
| OLIO Financial Planning 0.15% of their portfolio | 71.0k $547.5k | Reduced -13.1k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 67.8k $522.4k | Reduced -7.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 67.6k $521.3k | Added +4.9k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 66.4k $512.2k | Added +17.1k |
| Caprock Group, LLC 0.01% of their portfolio | 66.0k $509.1k | Added +9.9k |
| Entropy Technologies, LP 0.03% of their portfolio | 64.6k $498.1k | New |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 63.9k $492.0k | Reduced -4.7k |
| CAMBIAR INVESTORS LLC 0.02% of their portfolio | 63.6k $490.4k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 62.5k $481.9k | Reduced -7.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 62.5k $481.8k | Added +13.1k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 60.9k $469.2k | Added +1.7k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 58.6k $452.1k | Reduced -44.3k |