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 $921.32M 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 $367.04M in its March 31, 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 $477.25M, representing an estimated gain of +30.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
281
Total Reported Value
$921.32M
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$367.04M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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% | 50,556,509 | $367,040,255 | $477,253,445 | +$110,213,190 | +30.03% |
| Dimensional Fund Advisors Lp | 0.02% | 11,741,711 | $85,232,645 | $110,841,752 | +$25,609,107 | +30.05% | |
| Morgan Stanley | 0.00% | 10,520,790 | $76,380,941 | $99,316,258 | +$22,935,317 | +30.03% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 5,631,844 | $40,887,187 | $53,164,607 | +$12,277,420 | +30.03% | |
| Blackrock, Inc. | 0.00% | 5,293,258 | $38,429,054 | $49,968,356 | +$11,539,302 | +30.03% | |
| Goldman Sachs Group Inc | 0.00% | 4,562,422 | $33,123,183 | $43,069,264 | +$9,946,081 | +30.03% | |
| Jane Street Group, Llc | 0.03% | 3,303,388 | $23,982,597 | $31,183,983 | +$7,201,386 | +30.03% | |
| Ubs Group Ag | 0.00% | 2,741,866 | $19,905,947 | $25,883,215 | +$5,977,268 | +30.03% | |
| Raymond James Financial Inc | 0.01% | 2,451,515 | $17,797,997 | $23,142,302 | +$5,344,305 | +30.03% | |
| Abc Arbitrage Sa | 1.42% | 1,563,550 | $13,196,362 | $14,759,912 | +$1,563,550 | +11.85% | |
| Quantinno Capital Management Lp | 0.02% | 1,735,351 | $12,598,655 | $16,381,713 | +$3,783,058 | +30.03% | |
| Northern Trust Corp | 0.00% | 1,504,190 | $10,920,420 | $14,199,554 | +$3,279,134 | +30.03% | |
| Bnp Paribas Financial Markets | 0.01% | 1,452,213 | $10,543,066 | $13,708,891 | +$3,165,825 | +30.03% | |
| American Century Companies Inc | 0.01% | 1,394,670 | $10,125,304 | $13,165,685 | +$3,040,381 | +30.03% | |
| Voloridge Investment Management, Llc | 0.04% | 1,226,958 | $8,907,715 | $11,582,484 | +$2,674,769 | +30.03% | |
| Grace & White Inc | 1.29% | 964,276 | $8,138,489 | $9,102,765 | +$964,276 | +11.85% | |
| Private Wealth Asset Management, Llc | 0.70% | 900,000 | $6,534,000 | $8,496,000 | +$1,962,000 | +30.03% | |
| Tower Research Capital Llc (Trc) | 0.17% | 885,320 | $6,427,424 | $8,357,421 | +$1,929,997 | +30.03% | |
| Aqr Capital Management Llc | 0.00% | 788,709 | $5,726,027 | $7,445,413 | +$1,719,386 | +30.03% | |
| Drw Securities, Llc | 0.31% | 782,733 | $5,682,641 | $7,389,000 | +$1,706,359 | +30.03% | |
| Todd Asset Management Llc | 0.09% | 648,575 | $4,708,655 | $6,122,548 | +$1,413,893 | +30.03% | |
| Old Mission Capital Llc | 0.11% | 613,320 | $4,452,703 | $5,789,741 | +$1,337,038 | +30.03% | |
| Oppenheimer & Co Inc | 0.05% | 559,615 | $4,062,805 | $5,282,766 | +$1,219,961 | +30.03% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 536,195 | $3,892,776 | $5,061,681 | +$1,168,905 | +30.03% | |
| Two Sigma Investments, Lp | 0.00% | 532,588 | $3,866,589 | $5,027,631 | +$1,161,042 | +30.03% | |
| Creative Planning | 0.00% | 525,948 | $3,818,382 | $4,964,949 | +$1,146,567 | +30.03% | |
| Bank Of Montreal | 0.00% | 501,140 | $3,638,276 | $4,730,762 | +$1,092,486 | +30.03% | |
| Us Bancorp \De\ | 0.00% | 438,746 | $3,185,297 | $4,141,762 | +$956,465 | +30.03% | |
| Sei Investments Co | 0.00% | 412,972 | $2,998,146 | $3,898,456 | +$900,310 | +30.03% | |
| Fmr Llc | 0.00% | 385,104 | $2,795,855 | $3,635,382 | +$839,527 | +30.03% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 320,315 | $2,703,459 | $3,023,774 | +$320,315 | +11.85% | |
| Bank Of America Corp | 0.00% | 362,408 | $2,631,080 | $3,421,132 | +$790,052 | +30.03% | |
| Cibc World Market Inc. | 0.00% | 346,358 | $2,514,559 | $3,269,620 | +$755,061 | +30.03% | |
| Optiver Holding B.V. | 0.09% | 314,565 | $2,283,742 | $2,969,494 | +$685,752 | +30.03% | |
| Transmarket Holdings Lp | 1.67% | 269,933 | $2,278,235 | $2,548,168 | +$269,933 | +11.85% | |
| Vident Advisory, Llc | 0.02% | 304,558 | $2,211,095 | $2,875,028 | +$663,933 | +30.03% | |
| Charles Schwab Investment Management Inc | 0.00% | 301,267 | $2,187,198 | $2,843,960 | +$656,762 | +30.03% | |
| Schonfeld Strategic Advisors Llc | 0.02% | 297,884 | $2,162,636 | $2,812,025 | +$649,389 | +30.03% | |
| Ethic Inc. | 0.03% | 250,678 | $2,115,722 | $2,366,400 | +$250,678 | +11.85% | |
| Mainstay Capital Management Llc | 0.13% | 237,545 | $1,724,577 | $2,242,425 | +$517,848 | +30.03% | |
| Qube Research & Technologies Ltd | 0.00% | 228,743 | $1,660,674 | $2,159,334 | +$498,660 | +30.03% | |
| Pnc Financial Services Group, Inc. | 0.00% | 211,496 | $1,535,461 | $1,996,522 | +$461,061 | +30.03% | |
| Vanguard Fiduciary Trust Co | 0.00% | 209,487 | $1,520,876 | $1,977,557 | +$456,681 | +30.03% | |
| Hightower Advisors, Llc | 0.00% | 201,633 | $1,463,856 | $1,903,416 | +$439,560 | +30.03% | |
| Mariner, Llc | 0.00% | 200,379 | $1,454,050 | $1,891,578 | +$437,528 | +30.09% | |
| Capital Fund Management S.A. | 0.01% | 199,901 | $1,451,281 | $1,887,065 | +$435,784 | +30.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 165,108 | $1,393,510 | $1,558,620 | +$165,110 | +11.85% | |
| Millennium Management Llc | 0.00% | 191,061 | $1,387,103 | $1,803,616 | +$416,513 | +30.03% | |
| Crossmark Global Holdings, Inc. | 0.02% | 163,405 | $1,379,138 | $1,542,543 | +$163,405 | +11.85% | |
| Greenleaf Trust | 0.01% | 152,857 | $1,290,113 | $1,442,970 | +$152,857 | +11.85% |
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.