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

CUSIP: 0076CA104

Q4 2023 13F Holders as of 31 Dec 2023

Security type / class
Equity / Common Shares, par value EUR 0.12 per share
Total 13F shares
181,596,761
Total 13F value
$1,046,007,897
Holder snapshot 6 visible 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
1,482,597,561

Security key

0076CA104

Report period

Q4 2023

Institutions

209

Top holders

10

AEG full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2024 Previous quarter: Q3 2023 AEGON LTD. SEC filings AEGON LTD. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
OLD MISSION CAPITAL LLC
Disclosed value leader
DODGE & COX
Comparable rows
6/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 0.01% 9 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

OLD MISSION CAPITAL LLC leads the comparable SEC ownership view at 0.01%.

6 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 OLD MISSION CAPITAL LLC's linked filing trail.
Comparable ownership Top 5
OLD MISSION CAPITAL LLC 0.01%
Crossmark Global Holdings, Inc. 0.01%
Schechter Investment Advisors, LLC 0.01%
Calydon Capital 0%
CARY STREET PARTNERS INVESTMENT A... 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
OLD MISSION CAPITAL LLC
13F
Company
13F
0.01%
$671,947
139,989 shares
 — 30 Sep 2023
Crossmark Global Holdings, Inc.
13F
Company
13F
0.01%
$587,000
120,523 shares
 — 30 Sep 2023
Schechter Investment Advisors, LLC
13F
Company
13F
0.01%
$476,308
99,231 shares
 — 30 Sep 2023
Calydon Capital
13F
Company
13F
0%
$214,100
44,604 shares
 — 30 Sep 2023
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
13F
Company
13F
0%
$190,810
39,752 shares
 — 30 Sep 2023
AR ASSET MANAGEMENT INC
13F
Company
13F
0%
$176,000
36,691 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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .