AEGON LTD-NY REG SHR (AEG) Institutional Shareholders
AEGON LTD-NY REG SHR (AEG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.02B in AEG holdings during the latest filing period.
Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of AEG tracked by InsiderSet, reporting ownership valued at approximately $376.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $403.50M, representing an estimated gain of +7.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed AEG value among the investors covered in this analysis. Major shareholders include Dodge & Cox Stock Fund, Dimensional Fund Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in AEGON LTD-NY REG SHR (AEG).
This page ranks the largest institutional AEG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
296
Total Reported Value
$1.02B
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$376.72M
Insider Transactions (90d)
9
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.20% | 44,635,184 | $376,720,953 | $403,502,063 | +$26,781,110 | +7.11% |
| Dimensional Fund Advisors Lp | 0.02% | 13,035,922 | $110,020,594 | $117,844,735 | +$7,824,141 | +7.11% | |
| Morgan Stanley | 0.00% | 5,920,668 | $49,970,443 | $53,522,839 | +$3,552,396 | +7.11% | |
| Goldman Sachs Group Inc | 0.00% | 5,319,698 | $44,898,250 | $48,090,070 | +$3,191,820 | +7.11% | |
| Blackrock, Inc. | 0.00% | 5,184,353 | $43,755,936 | $46,866,551 | +$3,110,615 | +7.11% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 4,816,831 | $40,654,054 | $43,544,152 | +$2,890,098 | +7.11% | |
| Qube Research & Technologies Ltd | 0.03% | 2,803,232 | $23,659,278 | $25,341,217 | +$1,681,939 | +7.11% | |
| Jpmorgan Chase & Co | 0.00% | 2,601,423 | $21,773,911 | $23,516,864 | +$1,742,953 | +8.00% | |
| Quantinno Capital Management Lp | 0.03% | 2,562,619 | $21,628,512 | $23,166,076 | +$1,537,564 | +7.11% | |
| Raymond James Financial Inc | 0.01% | 2,467,916 | $20,829,210 | $22,309,961 | +$1,480,751 | +7.11% | |
| Ubs Group Ag | 0.00% | 2,409,801 | $20,338,721 | $21,784,601 | +$1,445,880 | +7.11% | |
| Jane Street Group, Llc | 0.01% | 2,301,343 | $19,423,335 | $20,804,141 | +$1,380,806 | +7.11% | |
| Abc Arbitrage Sa | 1.42% | 1,563,550 | $13,196,362 | $14,134,492 | +$938,130 | +7.11% | |
| American Century Companies Inc | 0.01% | 1,483,401 | $12,519,904 | $13,409,945 | +$890,041 | +7.11% | |
| Northern Trust Corp | 0.00% | 1,453,467 | $12,267,262 | $13,139,342 | +$872,080 | +7.11% | |
| Aqr Capital Management Llc | 0.00% | 1,183,752 | $9,990,868 | $10,701,118 | +$710,250 | +7.11% | |
| Acadian Asset Management Llc | 0.01% | 992,340 | $8,368,000 | $8,970,754 | +$602,754 | +7.20% | |
| Voloridge Investment Management, Llc | 0.03% | 966,559 | $8,157,758 | $8,737,693 | +$579,935 | +7.11% | |
| Grace & White Inc | 1.29% | 964,276 | $8,138,489 | $8,717,055 | +$578,566 | +7.11% | |
| Private Wealth Asset Management, Llc | 0.73% | 900,000 | $7,596,000 | $8,136,000 | +$540,000 | +7.11% | |
| Capital Fund Management S.A. | 0.05% | 853,589 | $7,204,291 | $7,716,445 | +$512,154 | +7.11% | |
| Marshall Wace, Llp | 0.01% | 815,153 | $6,879,891 | $7,368,983 | +$489,092 | +7.11% | |
| Bank Of America Corp | 0.00% | 760,916 | $6,422,128 | $6,878,681 | +$456,553 | +7.11% | |
| Oppenheimer & Co Inc | 0.05% | 605,608 | $5,111,332 | $5,474,696 | +$363,364 | +7.11% | |
| Two Sigma Investments, Lp | 0.00% | 597,288 | $5,041,111 | $5,399,484 | +$358,373 | +7.11% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 481,842 | $4,066,746 | $4,355,852 | +$289,106 | +7.11% | |
| Hrt Financial Lp | 0.01% | 455,527 | $3,844,000 | $4,117,964 | +$273,964 | +7.13% | |
| Us Bancorp \De\ | 0.00% | 438,010 | $3,696,804 | $3,959,610 | +$262,806 | +7.11% | |
| Old Mission Capital Llc | 0.09% | 407,100 | $3,435,924 | $3,680,184 | +$244,260 | +7.11% | |
| Fmr Llc | 0.00% | 392,369 | $3,311,592 | $3,547,016 | +$235,424 | +7.11% | |
| Optiver Holding B.V. | 0.05% | 389,897 | $3,290,731 | $3,524,669 | +$233,938 | +7.11% | |
| Cibc World Market Inc. | 0.01% | 367,806 | $3,104,283 | $3,324,966 | +$220,683 | +7.11% | |
| Charles Schwab Investment Management Inc | 0.00% | 341,835 | $2,885,087 | $3,090,188 | +$205,101 | +7.11% | |
| Tower Research Capital Llc (Trc) | 0.07% | 338,445 | $2,856,476 | $3,059,543 | +$203,067 | +7.11% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 320,315 | $2,703,459 | $2,895,648 | +$192,189 | +7.11% | |
| Vident Advisory, Llc | 0.02% | 276,535 | $2,333,959 | $2,499,876 | +$165,917 | +7.11% | |
| Transmarket Holdings Lp | 1.67% | 269,933 | $2,278,235 | $2,440,194 | +$161,959 | +7.11% | |
| Ethic Inc. | 0.03% | 250,678 | $2,115,722 | $2,266,129 | +$150,407 | +7.11% | |
| Mainstay Capital Management Llc | 0.15% | 240,295 | $2,028,090 | $2,172,267 | +$144,177 | +7.11% | |
| Pnc Financial Services Group, Inc. | 0.00% | 215,737 | $1,820,820 | $1,950,262 | +$129,442 | +7.11% | |
| Mariner, Llc | 0.00% | 209,646 | $1,769,142 | $1,895,200 | +$126,058 | +7.13% | |
| Vanguard Fiduciary Trust Co | 0.00% | 209,487 | $1,768,070 | $1,893,762 | +$125,692 | +7.11% | |
| Quadrant Capital Group Llc | 0.05% | 204,277 | $1,724,098 | $1,846,664 | +$122,566 | +7.11% | |
| Mercer Global Advisors Inc | 0.00% | 203,013 | $1,713,434 | $1,835,238 | +$121,804 | +7.11% | |
| Sei Investments Co | 0.00% | 195,505 | $1,650,042 | $1,767,365 | +$117,323 | +7.11% | |
| Citadel Advisors Llc | 0.00% | 193,088 | $1,629,663 | $1,745,516 | +$115,853 | +7.11% | |
| Focus Partners Wealth | 0.00% | 190,472 | $1,609,025 | $1,721,867 | +$112,842 | +7.01% | |
| Laird Norton Wetherby Trust Company, Llc | 0.03% | 178,115 | $1,546,431 | $1,610,160 | +$63,729 | +4.12% | |
| Nuveen, Llc | 0.00% | 179,772 | $1,517,276 | $1,625,139 | +$107,863 | +7.11% | |
| Bridgewater Associates, Lp | 0.01% | 176,399 | $1,488,808 | $1,594,647 | +$105,839 | +7.11% |
Frequently asked questions about AEG
Who owns the most AEG stock?
The largest holders of AEG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AEGON LTD-NY REG SHR (AEG).
Is AEG widely held by superinvestors?
Many widely followed stocks like AEG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AEG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.