AEGNYSELife InsuranceFiscal year ends December 31Also trades as AEFC, AEGOF
AEGON LTD.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Mar 26, 2026
$8.20−0.12 (-1.44%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
122M
Shares held, 13F filers
Institutional holders
307
50 new, 27 sold out
Net institutional buying
-7M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vereniging Aegon Americas (f/k/a Vereniging Aegon) | 268,514,288 | 18.43% | 13D (active) amendment | Oct 15, 2026 |
| Vereniging Aegon | 264,665,203 | 18.01% | 13D (active) amendment | Aug 25, 2026 |
| BlackRock, Inc. | 107,463,526 | 6.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AEG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dodge & Cox | 44,635,184 | – | $376.72M | −5,921,325 | 0.20% |
| Dimensional Fund Advisors LP | 13,035,922 | – | $110.02M | +1,294,211 | 0.02% |
| Morgan Stanley | 5,920,668 | – | $49.97M | −4,600,122 | 0.00% |
| Goldman Sachs Group Inc | 5,319,698 | – | $44.90M | +757,276 | 0.00% |
| BlackRock, Inc. | 5,184,353 | – | $43.76M | −108,905 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 4,816,831 | – | $40.65M | −815,013 | 0.02% |
| Qube Research & Technologies Ltd | 2,803,232 | – | $23.66M | +2,574,489 | 0.02% |
| JPMorgan Chase & Co | 2,601,423 | – | $21.77M | +1,551,234 | 0.00% |
| Quantinno Capital Management LP | 2,562,619 | – | $21.63M | +827,268 | 0.03% |
| Raymond James Financial Inc | 2,467,916 | – | $20.83M | +16,401 | 0.01% |
| UBS Group AG | 2,409,801 | – | $20.34M | −332,065 | 0.00% |
| Jane Street Group, LLC | 2,301,343 | – | $19.42M | −1,002,045 | 0.00% |
| Abc Arbitrage SA | 1,563,550 | – | $13.20M | −543,535 | 1.42% |
| American Century Companies Inc | 1,483,401 | – | $12.52M | +88,731 | 0.01% |
| Northern Trust Corp | 1,453,467 | – | $12.27M | −50,723 | 0.00% |
| Aqr Capital Management LLC | 1,183,752 | – | $9.99M | +395,043 | 0.00% |
| Acadian Asset Management LLC | 992,340 | – | $8.37K | New | 0.01% |
| Voloridge Investment Management, LLC | 966,559 | – | $8.16M | −260,399 | 0.03% |
| Grace & White Inc /Ny | 964,276 | – | $8.14M | −143,021 | 1.29% |
| Private Wealth Asset Management, LLC | 900,000 | – | $7.60M | – | 0.73% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 307 | 122M | 50 / 117 | 59 / 27 | 13M | 20M |
| Q1 2026 | 289 | 130M | 35 / 109 | 85 / 41 | 8M | 40M |
| Q4 2025 | 299 | 162M | 50 / 113 | 74 / 25 | 8M | 35M |
| Q3 2025 | 280 | 188M | 39 / 104 | 74 / 24 | 18M | 28M |
| Q2 2025 | 266 | 198M | 39 / 105 | 64 / 23 | 44M | 36M |
| Q1 2025 | 255 | 191M | 29 / 85 | 70 / 23 | 17M | 7M |
| Q4 2024 | 253 | 181M | 32 / 66 | 89 / 15 | 12M | 5M |
| Q3 2024 | 237 | 176M | 24 / 79 | 75 / 18 | 12M | 5M |
| Q2 2024 | 235 | 174M | 37 / 88 | 51 / 20 | 14M | 28M |
| Q1 2024 | 220 | 188M | 36 / 65 | 58 / 23 | 16M | 16M |
| Q4 2023 | 210 | 188M | 194 / 6 | 5 / 2 | 187M | 0M |
| Q3 2023 | 19 | 1M | 17 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AEG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 35,745,439 | – | $301.69M | 0.25% | Jun 30, 2026 |
| Dimensional International Small Cap Value ETF | 2,359,866 | – | $22.28M | 0.45% | Jul 31, 2026 |
| Bridge Builder Large Cap Value Fund | 1,797,100 | – | $15.17M | 0.05% | Jun 30, 2026 |
| Dimensional International Core Equity 2 ETF | 1,597,827 | – | $15.08M | 0.10% | Jul 31, 2026 |
| Avantis International Equity ETF | 1,312,635 | – | $11.04M | 0.07% | May 31, 2026 |
| Dimensional International Value ETF | 1,142,763 | – | $10.79M | 0.05% | Jul 31, 2026 |
| Dfa International Small Cap Value Portfolio | 1,068,205 | – | $10.08M | 0.07% | Jul 31, 2026 |
| The Continental Small Company Series | 1,018,880 | – | $9.62M | 0.14% | Jul 31, 2026 |
| Dimensional International Small Cap ETF | 1,010,659 | – | $9.54M | 0.17% | Jul 31, 2026 |
| Dimensional International Core Equity Market ETF | 735,168 | – | $6.94M | 0.04% | Jul 31, 2026 |
| Dimensional World ex. U.S. Core Equity 2 ETF | 563,581 | – | $5.32M | 0.04% | Jul 31, 2026 |
| International Core Equity 2 Portfolio | 532,037 | – | $5.02M | 0.01% | Jul 31, 2026 |
| International Sustainability Core 1 Portfolio | 290,070 | – | $2.74M | 0.06% | Jul 31, 2026 |
| Voya Multi-Manager International Small Cap Fund | 229,109 | – | $2.16M | 0.37% | Jul 31, 2026 |
| Dimensional International Sustainability Core 1 ETF | 155,817 | – | $1.47M | 0.13% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Eilard Friese | Chief Executive Officer, Director | 612,817 | Mar 27, 2026 |
| Duncan James Russell | Chief Financial Officer | 462,972 | Apr 1, 2026 |
| Wilford H. Fuller | See Remarks | 2,088,444 | Mar 27, 2026 |
| Shawn Cary Johnson | See Remarks | – | Mar 18, 2026 |
| Mark Alan Ellman | Director | 15,766 | Sep 28, 2026 |
| Leni Boeren | Director | 4,232 | Sep 28, 2026 |
| David L. Herzog | Director | 24,985 | Sep 28, 2026 |
| Albert Benchimol | Director | 15,766 | Sep 28, 2026 |
| Jay Stuart Ralph | Director | 9,027 | Sep 28, 2026 |
| Thomas Peter Wellauer | Director | 11,308 | Sep 28, 2026 |
| Caroline Frances Ramsay | Director | 10,770 | Sep 28, 2026 |
| John F. McGarry | Director | 15,766 | Sep 28, 2026 |
| Lori Dickerson Fouche | Director | 9,027 | Sep 28, 2026 |
| Karen Fawcett | Director | 8,755 | Mar 27, 2026 |
| Cornelia Maria Kool | Director | 13,404 | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jay Stuart Ralph Director | Sep 24, 2026 | Award | +61 | – | – | 9,027 |
| Albert Benchimol Director | Sep 24, 2026 | Award | +61 | – | – | 15,766 |
| David L. Herzog Director | Sep 24, 2026 | Award | +257 | – | – | 24,985 |
| Leni Boeren Director | Sep 24, 2026 | Award | +51 | – | – | 4,232 |
| Mark Alan Ellman Director | Sep 24, 2026 | Award | +61 | – | – | 15,766 |
| Lori Dickerson Fouche Director | Sep 24, 2026 | Award | +61 | – | – | 9,027 |
| John F. McGarry Director | Sep 24, 2026 | Award | +61 | – | – | 15,766 |
| Caroline Frances Ramsay Director | Sep 24, 2026 | Award | +61 | – | – | 10,770 |
| Thomas Peter Wellauer Director | Sep 24, 2026 | Award | +61 | – | – | 11,308 |
| John F. McGarry Director | Jul 6, 2026 | Award | +32 | – | – | 15,705 |
| Thomas Peter Wellauer Director | Jul 6, 2026 | Award | +32 | – | – | 11,247 |
| Lori Dickerson Fouche Director | Jul 6, 2026 | Award | +32 | – | – | 8,966 |
| Caroline Frances Ramsay Director | Jul 6, 2026 | Award | +32 | – | – | 10,709 |
| Jay Stuart Ralph Director | Jul 6, 2026 | Award | +32 | – | – | 8,966 |
| Albert Benchimol Director | Jul 6, 2026 | Award | +32 | – | – | 15,705 |
| David L. Herzog Director | Jul 6, 2026 | Award | +136 | – | – | 24,728 |
| Mark Alan Ellman Director | Jul 6, 2026 | Award | +32 | – | – | 15,705 |
| Leni Boeren Director | Jul 6, 2026 | Award | +21 | – | – | 4,181 |
| Leni Boeren Director | Jun 10, 2026 | Award | +4,160 | – | – | 4,160 |
| Caroline Frances Ramsay Director | May 7, 2026 | Tax withholding | −2,552 | $8.36 | $21.33K | 10,677 |
| Duncan James Russell Chief Financial Officer | Mar 25, 2026 | Tax withholding | −59,926 | $7.15 | $428.47K | 462,972 |
| Thomas Peter Wellauer Director | Mar 25, 2026 | Tax withholding | −2,632 | $7.15 | $18.82K | 11,215 |
| Wilford H. Fuller See Remarks | Mar 25, 2026 | Tax withholding | −221,990 | $7.15 | $1.59M | 2,088,444 |
| Karen Fawcett Director | Mar 25, 2026 | Tax withholding | −2,632 | $7.15 | $18.82K | 8,755 |
| Duncan James Russell Chief Financial Officer | Mar 25, 2026 | Tax withholding | −61,678 | $7.15 | $441.00K | 461,220 |
| Eilard Friese Chief Executive Officer, Director | Mar 25, 2026 | Tax withholding | −100,521 | $7.15 | $718.73K | 612,817 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.