Aegon Ownership | Who Owns Aegon?

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Aegon Ownership Summary

Aegon is owned by 9.29% institutional investors, and 90.71% retail investors. Dodge & cox is the largest institutional shareholder, holding 6.44% of AEG shares. Dodge & Cox Stock I is the top mutual fund, with 5.77% of its assets in Aegon shares.

AEG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Aegon	9.29%	-	90.71%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Diversified Insurance Stocks	56.91%	5.58%	37.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	118.14M	6.44%	$724.22M
Arrowstreet capital, limited partnership	8.37M	0.46%	$51.29M
Morgan stanley	6.65M	0.36%	$40.74M
Blackrock	5.32M	0.29%	$32.61M
Dimensional fund advisors lp	4.92M	0.27%	$30.16M
Goldman sachs group	4.00M	0.22%	$24.51M
Wellington management group llp	3.70M	0.20%	$22.71M
Raymond james & associates	2.38M	0.13%	$14.59M
Optiver b.v.	1.61M	0.09%	$9.85M
Grace & white inc /ny	1.53M	0.08%	$9.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Grace & white inc /ny	1.53M	1.77%	$9.40M
Dorsey wright & associates	363.45K	0.58%	$2.23M
Dodge & cox	118.14M	0.43%	$724.22M
Summit global investments	1.04M	0.43%	$6.37M
Advisorshares investments	86.30K	0.09%	$540.24K
Todd asset management	558.40K	0.07%	$3.42M
Diversify wealth management	85.66K	0.06%	$501.13K
Wetherby asset management	197.76K	0.06%	$1.21M
Ethic	397.87K	0.06%	$2.44M
Ar asset management	36.69K	0.05%	$225.00K

Top Buyers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	8.37M	0.05%	8.16M
Todd asset management	558.40K	0.07%	558.40K
Teachers retirement system of the state of kentucky	558.40K	0.03%	558.40K
Dimensional fund advisors lp	4.92M	0.01%	394.11K
Dorsey wright & associates	363.45K	0.58%	363.45K

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	118.14M	0.43%	-7.13M
Optiver b.v.	1.61M	0.01%	-2.36M
Gts securities	-	-	-1.74M
Wellington management group llp	3.70M	0.00%	-892.21K
Goldman sachs group	4.00M	0.00%	-800.18K

New Positions

Holder	Shares	% Assets	Change	Value
Todd asset management	558.40K	0.07%	558.40K	$3.42M
Teachers retirement system of the state of kentucky	558.40K	0.03%	558.40K	$3.42M
Dorsey wright & associates	363.45K	0.58%	363.45K	$2.23M
Employees retirement system of texas	322.96K	0.02%	322.96K	$1.98M
Advisorshares investments	86.30K	0.09%	86.30K	$540.24K

Sold Out

Holder	Change
Transamerica financial advisors	-3.00
Financial gravity asset management	-135.00
Srs capital advisors	-144.00
Ifp advisors	-317.00
Org partners	-511.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	231	-0.86%	175,739,090	1.09%	9	11.00%	100	-20.00%	74	48.00%
Jun 30, 2024	231	4.52%	173,697,643	-0.63%	9	17.38%	126	26.00%	48	-15.79%
Mar 31, 2024	221	2.79%	174,797,280	-3.78%	7	12.55%	100	-8.26%	57	7.55%
Dec 31, 2023	215	19.44%	181,662,764	-0.98%	7	7.67%	109	43.42%	53	17.78%
Sep 30, 2023	180	-10.45%	183,458,719	-4.14%	9	13.61%	76	-10.59%	45	-30.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	93.94M	5.77%	-
Dodge & Cox Balanced I	5.33M	0.33%	-
Dodge & Cox Balanced Composite	5.33M	0.33%	-
Hartford MidCap Value Y	1.92M	0.12%	508.02K
Wellington Mid Opportunistic Value	1.59M	0.10%	-385.27K
Schwab Instl Lrg Cap Value Tr Fd-Ret	1.13M	0.07%	-294.80K
Dimensional International Value ETF	978.08K	0.06%	-
Dimensional International Core Eq 2 ETF	932.19K	0.06%	-
Avantis International Equity ETF	816.59K	0.05%	-
LVIP Wellington SMID Cap Value Std	670.71K	0.04%	147.89K

AEG Ownership FAQ

Who Owns Aegon?

Aegon shareholders are primarily institutional investors at 9.29%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Aegon's industry, Diversified Insurance Stocks, is 56.91%, which Aegon falls below.

Who owns the most shares of Aegon?

Aegon’s largest shareholders are Dodge & cox (118.14M shares, 6.44%), Arrowstreet capital, limited partnership (8.37M shares, 0.46%), and Morgan stanley (6.65M shares, 0.36%). Together, they hold 7.26% of Aegon’s total shares outstanding.

Does Blackrock own Aegon?

Yes, BlackRock owns 0.29% of Aegon, totaling 5.32M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 32.61M$. In the last quarter, BlackRock increased its holdings by 157.2K shares, a 3.04% change.

Who is Aegon’s biggest shareholder by percentage of total assets invested?

Grace & white inc /ny is Aegon’s biggest shareholder by percentage of total assets invested, with 1.77% of its assets in 1.53M Aegon shares, valued at 9.4M$.

Who is the top mutual fund holder of Aegon shares?

Dodge & Cox Stock I is the top mutual fund holder of Aegon shares, with 5.77% of its total shares outstanding invested in 93.94M Aegon shares.

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