AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG)

CUSIP: 0076CA104

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+180,930,066
Put/Call ratio
31%
SEC-reported price per share
$5.76
Number of holders
209
Value change
+$1,042,163,359
Number of buys
191
Open additional details 1 more signal available
Number of sells
7
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
1,456,941,335

Security key

0076CA104

Report period

Q4 2023

Institutions

209

Top holders

10

Ownership snapshot

Top reported holders of AEG - AEGON LTD. - Common Shares, par value EUR 0.12 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F Highest disclosed value: $602,571,922 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

DODGE & COX has the largest disclosed position value at $602.57M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DODGE & COX's linked filing trail.
Disclosed position value Top 5
DODGE & COX $602.57M
WELLINGTON MANAGEMENT GROUP LLP $73.83M
MORGAN STANLEY $30.43M
BlackRock Finance, Inc. $24.2M
GOLDMAN SACHS GROUP INC $18M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DODGE & COX
13F
Company
13F
—
denominator unverified
$602,571,922
125,535,817 shares
— 30 Sep 2023
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
—
denominator unverified
$73,826,664
15,380,555 shares
— 30 Sep 2023
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$30,425,461
6,338,637 shares
— 30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$24,197,210
5,041,085 shares
— 30 Sep 2023
GOLDMAN SACHS GROUP INC
13F
Company
13F
—
denominator unverified
$18,004,037
3,750,841 shares
— 30 Sep 2023
PRIVATE MANAGEMENT GROUP INC
13F
Company
13F
—
denominator unverified
$17,914,219
3,732,129 shares
— 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
209
Shares
181,596,761
Rows available
209
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
19
Q4 2023 holders
209
Holder diff
190
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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