$AEG

$8.15 +$0.05 (0.62%) Close

$AEG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.58B shares outstanding

Who owns AEG?

By type of holder

Institutions 7.7% Insiders 0.2% Everyone else 92.1%

Concentration Top 10 holders own 22.4%

Vereniging Aegon Americas (f/k/a Vereniging Aegon) 17.0% · Dodge & Cox 2.8%

Institutional ownership

7.7%

-0.5 pts vs last qtr

Institutional holders

305

+18 vs last qtr

Net shares bought

−7.2M

by institutions in Q2 2026

New / sold out

49 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Qube Research & Technologies Ltd +2.6M
Jpmorgan Chase & Co +1.6M

Biggest sellers in Q2 2026

Dodge & Cox −5.9M
Morgan Stanley −4.6M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Aegon Ltd in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Aegon Ltd.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years94% Under 1 year6%

Quarterly turnover

13.1%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting AEG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DC Dodge & Cox	44.6M	2.82%	−5.9M (−11.7%)	2023	0.2%
Shares held by quarter Peak holding117.8M (Q3'24) Change over 8 quarters−73.1M Share of the company2.820% Dodge & Cox's full portfolio →
DF Dimensional Fund Advisors LP	13.0M	0.82%	+1.3M (+11.0%)	2023	0.0%
Shares held by quarter Peak holding13.0M (Q2'26) Change over 8 quarters+7.9M Share of the company0.820% Dimensional Fund Advisors LP's full portfolio →

Dodge & Cox

44.6M

% of company

2.82%

Change vs last qtr

−5.9M (−11.7%)

Held since

2023

Dimensional Fund Advisors LP

13.0M

% of company

0.82%

Change vs last qtr

+1.3M (+11.0%)

Held since

2023

28 more super investors behind a free account

See every manager holding Aegon Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AEG on Form N-PORT; together they hold 3.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
DC Dodge & Cox Stock Fund Dodge & Cox Funds	$302M	35.7M	2.26%	0.25%	June 30, 2026
DI Dimensional International Small Cap Value ETF Dimensional ETF Trust	$22.3M	2.4M	0.15%	0.45%	July 31, 2026

Dodge & Cox Stock Fund

Dodge & Cox Funds

Position value

$302M

% of company

2.26%

% of the fund

0.25%

As of

June 30, 2026

Dimensional International Small Cap Value ETF

Dimensional ETF Trust

Position value

$22.3M

% of company

0.15%

% of the fund

0.45%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Aegon Ltd and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VA Vereniging Aegon Americas (f/k/a Vereniging Aegon) 5%+ holder 13D · 18.4%	268.5M	16.98%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company16.980% Disclosed stake13D · 18.4% View the 13D/G filing →
FW Fuller Wilford H. Insider	2.1M	0.13%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.130% Fuller Wilford H.'s insider activity →

Vereniging Aegon Americas (f/k/a Vereniging Aegon)

5%+ holder13D · 18.4%

268.5M

% of company

16.98%

Change vs last qtr

—

Held since

—

Fuller Wilford H.

Insider

2.1M

% of company

0.13%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Aegon Ltd.

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