Wellington Management Group
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Wellington Management Group’s Aegon AEG Stock Holding History

Wellington Management Group’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
-12,063
Closed -$96.4K – 1916
2025
Q3 		$96.4K Sell
12,063
-2,432,573
-100% -$18.2M ﹤0.01% 1964
2025
Q2 		$17.7M Sell
2,444,636
-2,356,497
-49% -$15.8M ﹤0.01% 1009
2025
Q1 		$31.6M Buy
4,801,133
+582,622
+14% +$3.73M 0.01% 815
2024
Q4 		$24.8M Sell
4,218,511
-266,280
-6% -$1.67M ﹤0.01% 910
2024
Q3 		$28.7M Buy
4,484,791
+780,339
+21% +$4.83M 0.01% 859
2024
Q2 		$22.7M Sell
3,704,452
-892,211
-19% -$5.64M ﹤0.01% 914
2024
Q1 		$27.8M Sell
4,596,663
-8,879,413
-66% -$51.7M ﹤0.01% 869
2023
Q4 		$77.6M Sell
13,476,076
-1,904,479
-12% -$9.9M 0.01% 613
2023
Q3 		$73.8M Sell
15,380,555
-1,510,860
-9% -$7.79M 0.01% 604
2023
Q2 		$85.6M Sell
16,891,415
-1,920,144
-10% -$8.8M 0.02% 586
2023
Q1 		$80.9M Sell
18,811,559
-103,637
-0.5% -$524K 0.02% 591
2022
Q4 		$95.3M Buy
18,915,196
+2,808,131
+17% +$13M 0.02% 534
2022
Q3 		$63.8M Sell
16,107,065
-6,099,448
-27% -$26.6M 0.01% 616
2022
Q2 		$95M Sell
22,206,513
-950,676
-4% -$4.72M 0.02% 546
2022
Q1 		$117M Buy
+23,157,189
New +$117M 0.02% 555
2018
Q4 		– Sell
-291,082
Closed -$1.6M – 2032
2018
Q3 		$1.6M Sell
291,082
-7,867
-3% -$40.9K ﹤0.01% 1762
2018
Q2 		$1.48M Sell
298,949
-7,665
-2% -$42.2K ﹤0.01% 1802
2018
Q1 		$1.69M Buy
+306,614
New +$1.69M ﹤0.01% 1779

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group's AEG Position: Q4 2025 in Review

Wellington Management Group sold out of Aegon (AEG) in Q4 2025, closing a stake of 12,063 shares — an estimated $96.4K sold.

Wellington Management Group first reported a position in AEG in Q1 2018 and held it in 18 quarters. The position peaked at $117M in Q1 2022. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Wellington Management Group reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 12,063 Aegon shares in Q4 2025, an estimated $96.4K.
  • Wellington Management Group first reported a position in Aegon in Q1 2018 and held it in 18 quarters.
  • Wellington Management Group's Aegon position peaked at $117M in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.