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Claro Advisors’s Aegon AEG Stock Holding History

Claro Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31,610
Closed -$208K – 376
2025
Q1 		$208K Buy
31,610
+2,159
+7% +$13.8K 0.03% 474
2024
Q4 		$173K Sell
29,451
-281
-0.9% -$1.76K 0.02% 473
2024
Q3 		$190K Buy
29,732
+479
+2% +$2.96K 0.02% 492
2024
Q2 		$179K Buy
+29,253
New +$185K 0.03% 417
2023
Q2 		– Sell
-33,386
Closed -$144K – 375
2023
Q1 		$144K Buy
33,386
+989
+3% +$5K 0.04% 340
2022
Q4 		$163K Buy
32,397
+3,509
+12% +$16.3K 0.05% 296
2022
Q3 		$127K Sell
28,888
-688
-2% -$3K 0.05% 262
2022
Q2 		$127K Buy
+29,576
New +$147K 0.05% 262
2019
Q1 		– Sell
-7,166
Closed -$39K – 164
2018
Q4 		$39K Buy
+7,166
New +$35K 0.03% 381

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Claro Advisors's AEG Position: Q2 2025 in Review

Claro Advisors sold out of Aegon (AEG) in Q2 2025, closing a stake of 31,610 shares — an estimated $208K sold.

Claro Advisors first reported a position in AEG in Q4 2018 and held it in 9 quarters. The position peaked at $208K in Q1 2025. 267 funds tracked by Wall St. Rank hold AEG as of Q2 2025.

  • Claro Advisors reported no remaining Aegon position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 31,610 Aegon shares in Q2 2025, an estimated $208K.
  • Claro Advisors first reported a position in Aegon in Q4 2018 and held it in 9 quarters.
  • Claro Advisors's Aegon position peaked at $208K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Aegon as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.