Marshall Wace’s Aegon AEG Stock Holding History

Marshall Wace’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
2026 Q2	$6.88M	Buy	+815,153	New	+$6.72M	0.01%	1211
2025 Q4	–	Sell	-14,471	Closed	-$116K	–	2915
2025 Q3	$116K	Sell	14,471 -1,093,480	-99%	-$8.16M	﹤0.01%	2639
2025 Q2	$8.02M	Buy	+1,107,951	New	+$7.41M	0.01%	934
2025 Q1	–	Sell	-1,410,756	Closed	-$8.31M	–	2588
2024 Q4	$8.31M	Buy	1,410,756 +387,085	+38%	+$2.43M	0.01%	863
2024 Q3	$6.54M	Buy	1,023,671 +1,002,670	+4,774%	+$6.2M	0.01%	905
2024 Q2	$129K	Buy	+21,001	New	+$133K	﹤0.01%	2374
2023 Q3	–	Sell	-354,976	Closed	-$1.8M	–	2141
2023 Q2	$1.8M	Buy	354,976 +124,233	+54%	+$569K	﹤0.01%	1452
2023 Q1	$992K	Buy	+230,743	New	+$1.17M	﹤0.01%	1814
2022 Q1	–	Sell	-8,565	Closed	-$40K	–	3280
2021 Q4	$40K	Buy	+8,565	New	+$40.1K	﹤0.01%	3602
2019 Q3	–	Sell	-50,872	Closed	-$223K	–	1645
2019 Q2	$223K	Sell	50,872 -160,598	-76%	-$684K	﹤0.01%	1230
2019 Q1	$868K	Buy	+211,470	New	+$923K	0.01%	978

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marshall Wace's AEG Position: Q2 2026 in Review

Marshall Wace opened a new position in Aegon (AEG) in Q2 2026: 815,153 shares worth $6.88M. The stake represents 0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AEG as recently as Q3 2025.

Marshall Wace first reported a position in AEG in Q1 2019 and has held it in 11 quarters since. The position peaked at $8.31M in Q4 2024. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Marshall Wace held 815,153 shares of Aegon worth $6.88M as of Q2 2026.
Aegon was a new Marshall Wace position in Q2 2026.
Aegon made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1211 holding.
Marshall Wace first reported a position in Aegon in Q1 2019 and has held it in 11 quarters since.
Marshall Wace's Aegon position peaked at $8.31M in Q4 2024.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.