Miller Investment Management’s Aegon AEG Stock Holding History

Miller Investment Management’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	$414K	Hold	57,015	–	–	0.04%	74
2025 Q4	$440K	Hold	57,015	–	–	0.04%	76
2025 Q3	$456K	Hold	57,015	–	–	0.05%	83
2025 Q2	$413K	Hold	57,015	–	–	0.04%	84
2025 Q1	$376K	Hold	57,015	–	–	0.04%	84
2024 Q4	$336K	Hold	57,015	–	–	0.04%	88
2024 Q3	$364K	Hold	57,015	–	–	0.04%	88
2024 Q2	$350K	Hold	57,015	–	–	0.04%	88
2024 Q1	$345K	Hold	57,015	–	–	0.04%	90
2023 Q4	$328K	Hold	57,015	–	–	0.05%	87
2023 Q3	$274K	Hold	57,015	–	–	0.04%	85
2023 Q2	$289K	Hold	57,015	–	–	0.04%	87
2023 Q1	$245K	Hold	57,015	–	–	0.04%	88
2022 Q4	$287K	Hold	57,015	–	–	0.05%	84
2022 Q3	$226K	Sell	57,015 -1,358	-2%	-$5.91K	0.05%	87
2022 Q2	$250K	Sell	58,373 -1,241	-2%	-$6.16K	0.05%	84
2022 Q1	$302K	Hold	59,614	–	–	0.05%	82
2021 Q4	$282K	Hold	59,614	–	–	0.04%	86
2021 Q3	$290K	Buy	+59,614	New	+$258K	0.05%	77
2020 Q2	–	Sell	-61,791	Closed	-$142K	–	69
2020 Q1	$142K	Hold	61,791	–	–	0.05%	69
2019 Q4	$258K	Hold	61,791	–	–	0.06%	70
2019 Q3	$235K	Sell	61,791 -2,471	-4%	-$9.84K	0.05%	70
2019 Q2	$282K	Sell	64,262 -2,295	-3%	-$9.77K	0.06%	66
2019 Q1	$273K	Hold	66,557	–	–	0.07%	65
2018 Q4	$265K	Hold	66,557	–	–	0.08%	65
2018 Q3	$367K	Sell	66,557 -1,799	-3%	-$9.35K	0.11%	64
2018 Q2	$338K	Sell	68,356 -1,753	-3%	-$9.65K	0.1%	69
2018 Q1	$386K	Buy	+70,109	New	+$386K	0.13%	58
2017 Q1	–	Sell	-74,115	Closed	-$315K	–	71
2016 Q4	$315K	Hold	74,115	–	–	0.1%	64
2016 Q3	$220K	Buy	+74,115	New	+$221K	0.08%	68

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Miller Investment Management's AEG Position: Q1 2026 in Review

Miller Investment Management held its Aegon (AEG) position steady in Q1 2026 at 57,015 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #74.

Miller Investment Management first reported a position in AEG in Q3 2016 and has held it in 30 quarters since. The position peaked at $456K in Q3 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

Miller Investment Management held 57,015 shares of Aegon worth $414K as of Q1 2026.
Miller Investment Management left its Aegon share count unchanged in Q1 2026.
Aegon made up 0.04% of Miller Investment Management's portfolio in Q1 2026, its #74 holding.
Miller Investment Management first reported a position in Aegon in Q3 2016 and has held it in 30 quarters since.
Miller Investment Management's Aegon position peaked at $456K in Q3 2025.
290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.