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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
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$182B AUM
14.68%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AIP
Arrowpoint Investment Partners
Singapore
$68.8M AUM
73.91%
1-Year Est. Return
Voloridge Investment Management
Jupiter, Florida
$25B AUM
28.08%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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