AEG Insider Trading

Aegon Ltd. (AEG) operates in the Financial Services sector, specifically the Insurance - Diversified industry, with a market capitalization near $12.36B, listed on NYSE, employing roughly 15,304 people, carrying a beta of 0.62 to the broader market. Aegon Ltd. Led by E. Lard Friese, public since 1985-06-28.

In the last 12 months, Aegon Ltd. insiders made 0 buy transactions and 0 sale transactions.

DateNameTypeSharesPriceValue
Sep 28, 2026McGarry John FA-Award61$0.00$0
Sep 28, 2026Ralph Jay StuartA-Award61$0.00$0
Sep 28, 2026Boeren LeniA-Award51$0.00$0
Sep 28, 2026Wellauer Thomas PeterA-Award61$0.00$0
Sep 28, 2026BENCHIMOL ALBERTA-Award61$0.00$0
Sep 28, 2026Herzog David LA-Award257$0.00$0
Sep 28, 2026Ramsay Caroline FrancesA-Award61$0.00$0
Sep 28, 2026Fouche Lori DickersonA-Award61$0.00$0
Sep 28, 2026Ellman Mark AlanA-Award61$0.00$0
Jul 8, 2026Ellman Mark AlanA-Award32$0.00$0

AEG Insider Activity by Quarter

Reported Form 4 and Form 5 lines under AEG's own SEC company ID, by transaction date, back to Q1 2026. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A18
Q2 20260N/A0N/A2
Q1 20260N/A0N/A6

AEG Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 309 institutions reported holding 122,346,414 AEG shares, valued at $1.03B as reported, 8.1% of its market cap (market cap of Jun 26, 2026). 1 of them reported some or all of their shares on another basis (before a reverse split, or as ADRs): they are in the institutions and the value, those shares not in the shares. That is +18 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 42 opened a position, 24 closed one, 117 added and 59 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Dodge & Cox44,635,184$376.7M-5,921,325
DIMENSIONAL FUND ADVISORS LP13,035,922$110.0M+1,294,211
MORGAN STANLEY5,920,668$50.0M-4,600,122
GOLDMAN SACHS GROUP INC5,319,698$44.9M+757,276
BlackRock, Inc.5,184,353$43.8M-108,905
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,816,831$40.7M-815,013
Qube Research & Technologies Ltd2,803,232$23.7M+2,574,489
JPMORGAN CHASE & CO2,601,423$21.8M+1,551,234
Quantinno Capital Management LP2,562,619$21.6M+827,268
RAYMOND JAMES FINANCIAL INC2,467,916$20.8M+16,401

By Quarter

QuarterInstitutionsSharesValue
Q2 2026*309122,346,414$1.03B
Q1 2026291129,537,133$940.2M
Q4 2025*300161,515,295$1.25B
Q3 2025*281188,046,548$1.50B
Q2 2025267198,479,536$1.44B
Q1 2025256190,617,634$1.26B
Q4 2024252180,816,392$1.07B
Q3 2024233175,833,694$1.13B
Q2 2024232180,672,579$1.11B

* Q2 2026: 1 with shares on another basis (not in the shares). * Q4 2025: 1 with shares on another basis (not in the shares). * Q3 2025: 1 with shares on another basis (not in the shares).

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding AEG

FundWeight of AEGShares (as reported)Value (as reported)Source updated
DISV Dimensional - International Small Cap Value ETF0.39%2,374,530$19.8MOct 8, 2026
DFIC Dimensional - International Core Equity 2 ETF0.09%1,626,956$13.6MOct 8, 2026
AVDE Avantis International Equity ETF0.06%1,380,949$11.5MOct 8, 2026
DFIV Dimensional - International Value ETF0.05%1,156,164$9.7MOct 8, 2026
DFIS Dimensional - International Small Cap ETF0.12%807,177$6.7MOct 8, 2026
DFAI Dimensional - International Core Equity Market ETF0.04%765,117$6.4MOct 8, 2026
DFAX Dimensional World ex U.S. Core Equity 2 ETF0.04%566,560$4.7MOct 8, 2026
DFSI Dimensional International Sustainability Core 1 ETF0.11%157,963$1.3MOct 8, 2026
NTSI WisdomTree International Efficient Core Fund0.07%40,603$348.9KOct 7, 2026
AVSD Avantis Responsible International Equity ETF0.09%37,792$315.6KOct 8, 2026
DXIV Dimensional - International Vector Equity ETF0.07%19,455$162.4KOct 8, 2026

From each fund's latest holdings file on record that shows AEG's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as AEG's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for AEG reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is AEG's share of that fund.

AEG Congress Trades

Members of Congress and their households disclosed 2 transactions in AEG on file (1 purchases, 1 sales) by 1 member, the latest trade on Jul 10, 2023.

MemberChamberTypeAmountTradedDisclosed
Daniel S. Goldman (D-NY-10)HouseSale (Full)$15,001 - $50,000Jul 10, 2023Aug 13, 2023
Daniel S. Goldman (D-NY-10)HousePurchase$15,001 - $50,000Mar 31, 2023Apr 17, 2023

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 14, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read AEG Insider Activity

Net insider activity is balanced over the trailing twelve months: 0 buys against 0 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked AEG insider trading questions

How active are AEG insiders right now?
Over the trailing twelve months, Aegon Ltd. (AEG) insiders made 0 buy transactions and 0 sale transactions. Net insider activity over the trailing twelve months is balanced (0 buys, 0 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are AEG insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do AEG insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.