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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.44. Options: 3 managers hold calls ($476.0k notional), 1 hold puts ($296.2k).
Trends to Q2 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 |
| Q2 2026 | 307 |
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 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 |
| Q2 2026 | 162 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $1.7m | 0.59 |
| Q4 2025 | $1.8m | $834.2k | 0.46 |
| Q1 2026 | $805.9k | $168.4k | 0.21 |
| Q2 2026 | $476.0k | $296.2k | 0.62 |
Biggest buyers
| Qube Research & Technologies Ltd | Added | +2.6m |
| JPMORGAN CHASE & CO | Added | +1.6m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.3m |
| ACADIAN ASSET MANAGEMENT LLC | New | +992.3k |
| Quantinno Capital Management LP | Added | +827.3k |
| MARSHALL WACE, LLP | New | +815.2k |
| GOLDMAN SACHS GROUP INC | Added | +757.3k |
| CAPITAL FUND MANAGEMENT S.A. | Added | +653.7k |
| HRT FINANCIAL LP | New | +455.5k |
| BANK OF AMERICA CORP /DE/ | Added | +398.5k |
Biggest sellers
| Dodge & Cox | Reduced | -5.9m |
| MORGAN STANLEY | Reduced | -4.6m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -1.5m |
| JANE STREET GROUP, LLC | Reduced | -1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -815.0k |
| DRW Securities, LLC | Reduced | -745.0k |
| TODD ASSET MANAGEMENT LLC | Sold out | -648.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Sold out | -644.0k |
| Tower Research Capital LLC (TRC) | Reduced | -546.9k |
| ABC ARBITRAGE SA | Reduced | -543.5k |
Biggest calls
| CITADEL ADVISORS LLC | New | $253.2k30.0k shares |
| GROUP ONE TRADING LLC | Added | $215.2k25.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.6k900 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $296.2k35.1k 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 since 1 Apr 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 since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.20% of their portfolio | 44.6m $376.7m | Reduced -5.9m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 13.0m $110.0m | Added +1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 5.9m $50.0m | Reduced -4.6m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 5.3m $44.9m | Added +757.3k |
| BlackRock, Inc. 0.00% of their portfolio | 5.2m $43.8m | Reduced -108.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 4.8m $40.7m | Reduced -815.0k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 2.8m $23.7m | Added +2.6m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $21.8m | Added +1.6m |
| Quantinno Capital Management LP 0.03% of their portfolio | 2.6m $21.6m | Added +827.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.5m $20.8m | Added +16.4k |
| UBS Group AG 0.00% of their portfolio | 2.4m $20.3m | Reduced -332.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 2.3m $19.4m | Reduced -1.0m |
| ABC ARBITRAGE SA 1.42% of their portfolio | 1.6m $13.2m | Reduced -543.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.5m $12.5m | Added +88.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $12.3m | Reduced -50.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $10.0m | Added +395.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 992.3k $8.4m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 966.6k $8.2m | Reduced -260.4k |
| GRACE & WHITE INC /NY 1.29% of their portfolio | 964.3k $8.1m | Reduced -143.0k |
| Private Wealth Asset Management, LLC 0.73% of their portfolio | 900.0k $7.6m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 853.6k $7.2m | Added +653.7k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 815.2k $6.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 760.9k $6.4m | Added +398.5k |
| Creative Planning 0.00% of their portfolio | 685.7k $5.8m | Added +159.7k |
| OPPENHEIMER & CO INC 0.05% of their portfolio | 605.6k $5.1m | Added +46.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 597.3k $5.0m | Added +64.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 481.8k $4.1m | Reduced -54.4k |
| HRT FINANCIAL LP 0.01% of their portfolio | 455.5k $3.8m | New |
| US BANCORP \DE\ 0.00% of their portfolio | 438.0k $3.7m | Reduced -736 |
| OLD MISSION CAPITAL LLC 0.09% of their portfolio | 407.1k $3.4m | Reduced -206.2k |
| FMR LLC 0.00% of their portfolio | 392.4k $3.3m | Added +7.3k |
| Optiver Holding B.V. 0.05% of their portfolio | 389.9k $3.3m | Added +75.3k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 367.8k $3.1m | Added +21.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 341.8k $2.9m | Added +40.6k |
| Tower Research Capital LLC (TRC) 0.07% of their portfolio | 338.4k $2.9m | Reduced -546.9k |
| Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio | 320.3k $2.7m | Reduced -3.0k |
| Vident Advisory, LLC 0.02% of their portfolio | 276.5k $2.3m | Reduced -28.0k |
| Transmarket Holdings LP 1.67% of their portfolio | 269.9k $2.3m | Reduced -395.7k |
| Ethic Inc. 0.03% of their portfolio | 250.7k $2.1m | Reduced -8.7k |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.15% of their portfolio | 240.3k $2.0m | Added +2.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 225.1k $1.9m | Added +4.3k |
| Mariner, LLC 0.00% of their portfolio | 209.6k $1.8m | Added +9.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 209.5k $1.8m | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio | 204.3k $1.7m | Added +70 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 203.0k $1.7m | Added +131.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 195.5k $1.7m | Reduced -217.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 193.1k $1.6m | New |
| Focus Partners Wealth 0.00% of their portfolio | 190.5k $1.6m | Added +37.2k |
| Nuveen, LLC 0.00% of their portfolio | 179.8k $1.5m | New |
| Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio | 178.1k $1.5m | Added +455 |
| HighTower Advisors, LLC 0.00% of their portfolio | 178.1k $1.5m | Reduced -23.6k |
| Bridgewater Associates, LP 0.01% of their portfolio | 176.4k $1.5m | Added +113.4k |
| Graham Capital Management, L.P. 0.04% of their portfolio | 171.8k $1.5m | Added +136.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 168.6k $1.4m | Added +5.2k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 166.1k $1.4m | Added +32.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 165.1k $1.4m | Added +95.3k |
| Crossmark Global Holdings, Inc. 0.02% of their portfolio | 163.4k $1.4m | Reduced -97 |
| Cerity Partners LLC 0.00% of their portfolio | 159.9k $1.3m | Reduced -3.9k |
| GREENLEAF TRUST 0.01% of their portfolio | 152.9k $1.3m | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 141.8k $1.2m | Added +50.8k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 137.4k $1.2m | Added +11.8k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 133.5k $1.1m | Added +125.7k |
| Entropy Technologies, LP 0.04% of their portfolio | 128.0k $1.1m | Reduced -14.0k |
| SIGNATUREFD, LLC 0.01% of their portfolio | 120.1k $1.0m | Added +1.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 119.3k $1.0m | Added +1.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 116.7k $992.5k | Added +1.7k |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 113.6k $959.0k | Added +43.9k |
| Callan Family Office, LLC 0.02% of their portfolio | 99.5k $839.7k | Added +1.2k |
| LPL Financial LLC 0.00% of their portfolio | 93.6k $790.4k | Added +419 |
| Aaron Wealth Advisors LLC 0.04% of their portfolio | 93.0k $784.9k | Added +4.3k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 87.9k $742.0k | Added +32 |
| Abacus Wealth Partners, LLC 0.08% of their portfolio | 86.1k $726.4k | Reduced -24.2k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 85.2k $740.1k | Added +10.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 82.6k $697.1k | Added +199 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 81.5k $688.0k | Added +7.6k |
| Corient Private Wealth LP 0.00% of their portfolio | 80.3k $679.7k | Added +16.6k |
| SYON CAPITAL LLC 0.03% of their portfolio | 80.2k $676.5k | Added +18.9k |
| Wealthstar Advisors, LLC 0.33% of their portfolio | 79.4k $670.3k | Reduced -54.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 77.2k $651.5k | Added +10.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.1k $642.6k | Reduced -3.6k |
| Caprock Group, LLC 0.01% of their portfolio | 75.9k $658.6k | Added +10.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 75.3k $635.0k | Added +5.7k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 72.7k $613.7k | Reduced -49.0k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 71.0k $600.0k | Reduced -2.1k |
| OLIO Financial Planning 0.15% of their portfolio | 71.0k $599.3k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 70.6k $596.0k | New |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 68.0k $573.8k | Added +11.4k |
| Quantbot Technologies LP 0.02% of their portfolio | 65.7k $554.5k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 62.4k $526.3k | New |
| XY Capital Ltd 0.58% of their portfolio | 59.5k $502.2k | New |
| FACTORY MUTUAL INSURANCE CO 0.00% of their portfolio | 59.4k $501.3k | Unchanged |
| Sivia Capital Partners, LLC 0.06% of their portfolio | 58.6k $494.3k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 57.6k $486.5k | Added +11.9k |
| Miller Investment Management, LP 0.04% of their portfolio | 57.0k $481.2k | Unchanged |
| Lester Murray Antman dba SimplyRich 0.11% of their portfolio | 56.4k $475.0k | Unchanged |
| Venturi Wealth Management, LLC 0.02% of their portfolio | 56.3k $475.2k | Added +8.9k |
| FOX RUN MANAGEMENT, L.L.C. 0.08% of their portfolio | 54.8k $462.7k | New |
| Versant Capital Management, Inc 0.04% of their portfolio | 54.6k $461.0k | Reduced -2.0k |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 54.2k $457.7k | Unchanged |
| Ballentine Partners, LLC 0.01% of their portfolio | 54.1k $456.3k | Added +249 |