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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.26. Options: 4 managers hold calls ($805.9k notional), 2 hold puts ($168.4k).
Trends to Q1 2026
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 |
| Q1 2026 | 290 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 141 | 126 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.5m | $1.7m | 1.15 |
| Q3 2025 | $2.9m | $1.7m | 0.59 |
| Q4 2025 | $1.8m | $834.2k | 0.46 |
| Q1 2026 | $805.9k | $168.4k | 0.21 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +1.5m |
| DIMENSIONAL FUND ADVISORS LP | Added | +902.0k |
| JPMORGAN CHASE & CO | Added | +530.2k |
| Quantinno Capital Management LP | Added | +520.2k |
| BANK OF MONTREAL /CAN/ | Added | +454.3k |
| DRW Securities, LLC | Added | +362.0k |
| GOLDMAN SACHS GROUP INC | Added | +351.5k |
| Transmarket Holdings LP | Added | +342.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +242.9k |
| FMR LLC | Added | +231.5k |
Biggest sellers
| Dodge & Cox | Reduced | -20.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -6.4m |
| MORGAN STANLEY | Reduced | -2.6m |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Sold out | -2.5m |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -1.4m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Sold out | -762.3k |
| Qube Research & Technologies Ltd | Reduced | -759.1k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -650.0k |
| Optiver Holding B.V. | Reduced | -563.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $352.1k48.5k shares |
| Optiver Holding B.V. | Unchanged | $289.7k39.9k shares |
| GROUP ONE TRADING LLC | Reduced | $88.6k12.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $75.5k10.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $167.7k23.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $726100 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 Q1 2026
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 Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.20% of their portfolio | 50.6m $367.0m | Reduced -20.0m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 11.7m $85.2m | Added +902.0k |
| MORGAN STANLEY 0.00% of their portfolio | 10.5m $76.4m | Reduced -2.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 5.6m $40.9m | Reduced -6.4m |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $38.4m | Added +604 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.6m $33.1m | Added +351.5k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 3.3m $24.0m | Added +1.5m |
| UBS Group AG 0.00% of their portfolio | 2.7m $19.9m | Added +195.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.5m $17.8m | Added +32.6k |
| ABC ARBITRAGE SA 2.03% of their portfolio | 2.1m $15.3m | Added +9.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 1.7m $12.6m | Added +520.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $10.9m | Reduced -47.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.5m $10.5m | Reduced -650.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.4m $10.1m | Reduced -13.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 1.2m $8.9m | Reduced -1.2m |
| GRACE & WHITE INC /NY 1.42% of their portfolio | 1.1m $8.0m | Reduced -4.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $7.3m | Added +530.2k |
| Private Wealth Asset Management, LLC 0.70% of their portfolio | 900.0k $6.5m | Reduced -118 |
| Tower Research Capital LLC (TRC) 0.17% of their portfolio | 885.3k $6.4m | Added +194.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 788.7k $5.7m | Reduced -59.9k |
| DRW Securities, LLC 0.31% of their portfolio | 782.7k $5.7m | Added +362.0k |
| Transmarket Holdings LP 2.58% of their portfolio | 665.6k $4.8m | Added +342.7k |
| TODD ASSET MANAGEMENT LLC 0.09% of their portfolio | 648.6k $4.7m | Added +41.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 644.0k $4.7m | Added +41.3k |
| OLD MISSION CAPITAL LLC 0.11% of their portfolio | 613.3k $4.5m | Added +218.5k |
| OPPENHEIMER & CO INC 0.05% of their portfolio | 559.6k $4.1m | Added +47.6k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 536.2k $3.9m | Added +96.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 532.6k $3.9m | Added +242.9k |
| Creative Planning 0.00% of their portfolio | 525.9k $3.8m | Added +21.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 501.1k $3.6m | Added +454.3k |
| US BANCORP \DE\ 0.00% of their portfolio | 438.7k $3.2m | Added +12 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 413.0k $3.0m | Added +52.8k |
| FMR LLC 0.00% of their portfolio | 385.1k $2.8m | Added +231.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 362.4k $2.6m | Added +102.9k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 346.4k $2.5m | Added +4.4k |
| Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio | 323.3k $2.3m | Reduced -85.4k |
| Optiver Holding B.V. 0.09% of their portfolio | 314.6k $2.3m | Reduced -563.4k |
| Vident Advisory, LLC 0.02% of their portfolio | 304.6k $2.2m | Added +21.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 301.3k $2.2m | Added +44.6k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 297.9k $2.2m | Added +182.3k |
| Ethic Inc. 0.03% of their portfolio | 259.4k $1.9m | Reduced -890 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.13% of their portfolio | 237.5k $1.7m | Added +292 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 228.7k $1.7m | Reduced -759.1k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 220.9k $1.6m | Added +10.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 209.5k $1.5m | First filing |
| QUADRANT CAPITAL GROUP LLC 0.04% of their portfolio | 204.2k $1.5m | Reduced -3.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 201.6k $1.5m | Added +3.2k |
| Mariner, LLC 0.00% of their portfolio | 200.4k $1.5m | Added +140 |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 199.9k $1.5m | Added +627 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 191.1k $1.4m | Reduced -109.7k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 184.7k $1.5m | Added +32.4k |
| Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio | 177.7k $1.3m | Reduced -12.8k |
| Cerity Partners LLC 0.00% of their portfolio | 163.8k $1.2m | Added +2.1k |
| Crossmark Global Holdings, Inc. 0.02% of their portfolio | 163.5k $1.2m | Added +6.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 163.4k $1.2m | Reduced -4.5k |
| Focus Partners Wealth 0.00% of their portfolio | 153.3k $1.1m | Added +11.5k |
| GREENLEAF TRUST 0.01% of their portfolio | 152.9k $1.1m | Reduced -619 |
| Entropy Technologies, LP 0.05% of their portfolio | 142.0k $1.0m | Added +77.4k |
| Wealthstar Advisors, LLC 0.58% of their portfolio | 133.5k $969.3k | Added +48.3k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 133.4k $968.4k | Added +67.0k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 125.6k $911.8k | Reduced -23.3k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 121.7k $883.6k | Added +91.4k |
| SIGNATUREFD, LLC 0.01% of their portfolio | 119.1k $864.5k | Reduced -1.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 117.9k $855.8k | Added +1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 115.0k $834.8k | Reduced -138.6k |
| Brooklyn Investment Group 0.03% of their portfolio | 112.5k $816.5k | Added +32.0k |
| Abacus Wealth Partners, LLC 0.07% of their portfolio | 110.3k $800.4k | Added +869 |
| Squarepoint Ops LLC 0.00% of their portfolio | 99.6k $722.8k | Added +88.7k |
| Callan Family Office, LLC 0.02% of their portfolio | 98.3k $713.8k | Reduced -23.8k |
| LPL Financial LLC 0.00% of their portfolio | 93.2k $676.8k | Reduced -112.1k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 90.9k $660.2k | Added +30.1k |
| Aaron Wealth Advisors LLC 0.04% of their portfolio | 88.7k $644.3k | Added +54.9k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 87.9k $638.0k | Added +4.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 82.4k $598.2k | Reduced -165.0k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 81.7k $593.4k | Added +8.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 79.7k $578.6k | Added +754 |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 75.2k $545.8k | Added +7.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.9k $536.0k | Added +2.3k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 73.1k $530.6k | Reduced -13.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 71.8k $521.2k | Reduced -23.8k |
| OLIO Financial Planning 0.14% of their portfolio | 71.0k $515.5k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 69.8k $506.9k | Added +2.2k |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 69.7k $506.0k | Added +5.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 69.6k $505.0k | Reduced -1.9k |
| XTX Topco Ltd 0.01% of their portfolio | 68.1k $494.5k | Reduced -369.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 66.3k $481.6k | Added +16.1k |
| Caprock Group, LLC 0.01% of their portfolio | 65.7k $476.6k | Reduced -380 |
| Corient Private Wealth LP 0.00% of their portfolio | 63.7k $441.1k | Reduced -28.1k |
| CAMBIAR INVESTORS LLC 0.02% of their portfolio | 63.6k $461.7k | Unchanged |
| Bridgewater Associates, LP 0.00% of their portfolio | 63.0k $457.3k | New |
| SYON CAPITAL LLC 0.02% of their portfolio | 61.3k $444.8k | Reduced -16.8k |
| FACTORY MUTUAL INSURANCE CO 0.00% of their portfolio | 59.4k $431.2k | Reduced -110.0k |
| Sivia Capital Partners, LLC 0.08% of their portfolio | 58.6k $425.2k | Added +10.2k |
| Miller Investment Management, LP 0.04% of their portfolio | 57.0k $413.9k | Unchanged |
| Versant Capital Management, Inc 0.04% of their portfolio | 56.6k $411.2k | Added +10.9k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 56.6k $410.6k | Reduced -5.9k |
| Lester Murray Antman dba SimplyRich 0.10% of their portfolio | 56.4k $409.0k | Reduced -54.7k |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 54.2k $393.7k | Reduced -200 |
| Ballentine Partners, LLC 0.01% of their portfolio | 53.8k $390.7k | Reduced -3.1k |
| CHOREO, LLC 0.00% of their portfolio | 52.1k $378.3k | Reduced -4.7k |