Summit Global Investments’s Aegon AEG Stock Holding History

Summit Global Investments’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 Q3	–	Sell	-1,040,668	Closed	-$7.53M	–	466
2025 Q2	$7.53M	Hold	1,040,668	–	–	0.44%	39
2025 Q1	$6.86M	Hold	1,040,668	–	–	0.5%	34
2024 Q4	$6.13M	Buy	1,040,668 +100	+0%	+$627	0.38%	61
2024 Q3	$6.65M	Buy	1,040,568 +1,023	+0.1%	+$6.33K	0.42%	50
2024 Q2	$6.37M	Hold	1,039,545	–	–	0.43%	49
2024 Q1	$6.29M	Buy	1,039,545 +4,303	+0.4%	+$25K	0.47%	50
2023 Q4	$5.96M	Hold	1,035,242	–	–	0.39%	56
2023 Q3	$4.97M	Hold	1,035,242	–	–	0.33%	62
2023 Q2	$5.25M	Buy	1,035,242 +1,000,000	+2,838%	+$4.58M	0.35%	75
2023 Q1	$152K	Hold	35,242	–	–	0.01%	490
2022 Q4	$178K	Hold	35,242	–	–	0.02%	447
2022 Q3	$140K	Sell	35,242 -839	-2%	-$3.65K	0.01%	451
2022 Q2	$154K	Sell	36,081 -768	-2%	-$3.81K	0.01%	447
2022 Q1	$186K	Hold	36,849	–	–	0.01%	457
2021 Q4	$174K	Hold	36,849	–	–	0.01%	515
2021 Q3	$179K	Sell	36,849 -708	-2%	-$3.07K	0.01%	444
2021 Q2	$146K	Sell	37,557 -637	-2%	-$2.71K	0.01%	546
2021 Q1	$167K	Hold	38,194	–	–	0.01%	529
2020 Q4	$139K	Hold	38,194	–	–	0.01%	251
2020 Q3	$90K	Hold	38,194	–	–	0.01%	240
2020 Q2	$104K	Hold	38,194	–	–	0.01%	230
2020 Q1	$88K	Hold	38,194	–	–	0.01%	211
2019 Q4	$160K	Buy	+38,194	New	+$156K	0.02%	264

Other funds holding AEG

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Summit Global Investments's AEG Position: Q3 2025 in Review

Summit Global Investments sold out of Aegon (AEG) in Q3 2025, closing a stake of 1,040,668 shares — an estimated $7.53M sold.

Summit Global Investments first reported a position in AEG in Q4 2019 and held it in 23 quarters. The position peaked at $7.53M in Q2 2025. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

Summit Global Investments reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
Summit Global Investments sold 1,040,668 Aegon shares in Q3 2025, an estimated $7.53M.
Summit Global Investments first reported a position in Aegon in Q4 2019 and held it in 23 quarters.
Summit Global Investments's Aegon position peaked at $7.53M in Q2 2025.
281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.