Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Aegon AEG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-12,988
Closed -$104K – 485
2025
Q3 		$104K Buy
12,988
+64
+0.5% +$478 ﹤0.01% 1370
2025
Q2 		$94.5K Buy
12,924
+127
+1% +$849 ﹤0.01% 1330
2025
Q1 		$84.3K Buy
12,797
+5
+0% +$32 ﹤0.01% 1217
2024
Q4 		$75.3K Sell
12,792
-565
-4% -$3.54K ﹤0.01% 1208
2024
Q3 		$59.3K Buy
+13,357
New +$82.6K ﹤0.01% 1003

Other funds holding AEG

Dodge & Cox
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $459M AUM 93.97% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovitz Investment Group Partners's AEG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Aegon (AEG) in Q4 2025, closing a stake of 12,988 shares — an estimated $104K sold.

Kovitz Investment Group Partners first reported a position in AEG in Q3 2024 and held it in 5 quarters. The position peaked at $104K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,988 Aegon shares in Q4 2025, an estimated $104K.
  • Kovitz Investment Group Partners first reported a position in Aegon in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Aegon position peaked at $104K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.