Mercer Global Advisors
AEG icon

Mercer Global Advisors’s Aegon AEG Stock Holding History

Mercer Global 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
2026
Q1 		$521K Sell
71,787
-23,795
-25% -$177K ﹤0.01% 1956
2025
Q4 		$737K Sell
95,582
-2,055
-2% -$15.7K ﹤0.01% 1630
2025
Q3 		$780K Sell
97,637
-6,027
-6% -$45K ﹤0.01% 1506
2025
Q2 		$751K Buy
103,664
+11,359
+12% +$75.9K ﹤0.01% 1354
2025
Q1 		$608K Buy
92,305
+4,146
+5% +$26.5K ﹤0.01% 1361
2024
Q4 		$519K Buy
88,159
+18,434
+26% +$116K ﹤0.01% 1437
2024
Q3 		$434K Sell
69,725
-357
-0.5% -$2.21K ﹤0.01% 1410
2024
Q2 		$430K Buy
70,082
+622
+0.9% +$3.93K ﹤0.01% 1383
2024
Q1 		$420K Sell
69,460
-2,686
-4% -$15.6K ﹤0.01% 1370
2023
Q4 		$416K Buy
+72,146
New +$375K ﹤0.01% 1427
2023
Q3 		– Sell
-65,322
Closed -$331K – 1950
2023
Q2 		$331K Buy
65,322
+5,488
+9% +$25.1K ﹤0.01% 1457
2023
Q1 		$257K Sell
59,834
-40,935
-41% -$207K ﹤0.01% 1596
2022
Q4 		$508K Sell
100,769
-10,910
-10% -$50.5K ﹤0.01% 1197
2022
Q3 		$442K Buy
111,679
+18,186
+19% +$79.2K ﹤0.01% 1182
2022
Q2 		$400K Sell
93,493
-10,378
-10% -$51.5K ﹤0.01% 1265
2022
Q1 		$526K Buy
103,871
+6,135
+6% +$31K ﹤0.01% 1201
2021
Q4 		$462K Sell
97,736
-2,928
-3% -$13.7K ﹤0.01% 1252
2021
Q3 		$490K Sell
100,664
-5,786
-5% -$25.1K ﹤0.01% 1173
2021
Q2 		$413K Sell
106,450
-36,990
-26% -$157K ﹤0.01% 1233
2021
Q1 		$626K Sell
143,440
-45,321
-24% -$190K 0.01% 980
2020
Q4 		$688K Buy
188,761
+3,959
+2% +$12.1K 0.01% 749
2020
Q3 		$437K Sell
184,802
-279,205
-60% -$742K 0.01% 821
2020
Q2 		$1.26M Buy
464,007
+165,811
+56% +$407K 0.02% 432
2020
Q1 		$685K Buy
298,196
+150,427
+102% +$501K 0.02% 576
2019
Q4 		$618K Buy
147,769
+16,552
+13% +$67.6K 0.01% 666
2019
Q3 		$500K Buy
+131,217
New +$523K 0.01% 695
2019
Q2 		– Sell
-90,618
Closed -$372K – 1150
2019
Q1 		$372K Buy
+90,618
New +$396K 0.01% 746

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Mercer Global Advisors's AEG Position: Q1 2026 in Review

Mercer Global Advisors reduced its Aegon (AEG) stake by 25% in Q1 2026, selling an estimated $177K and leaving 71,787 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Mercer Global Advisors first reported a position in AEG in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q2 2020. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Mercer Global Advisors held 71,787 shares of Aegon worth $521K as of Q1 2026.
  • Mercer Global Advisors sold 23,795 Aegon shares in Q1 2026, an estimated $177K.
  • Aegon made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1956 holding.
  • Mercer Global Advisors first reported a position in Aegon in Q1 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Aegon position peaked at $1.26M in Q2 2020.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.