MORGAN STANLEY

Position in AEG — Aegon Ltd.

CIK 895421 NEW YORK, NY

Position in AEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$49,970,435

-$26,410,496 QoQ

Shares Held

5,920,668

-43.7% QoQ

Ownership

0.400%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $15,910,611,426 across 11 Insurance - Diversified names. AEG ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	26,667,841	$13,951,980,830
2	AIG	American International Group, Inc.	9,989,021	$744,481,726
3	HIG	Hartford Insurance Group, Inc.	3,948,913	$523,309,943
4	ACGL	Arch Capital Group Ltd.	4,359,144	$423,098,509
5	SLF	Sun Life Financial Inc	2,529,769	$198,384,482
6	AEG	Aegon Ltd. This page	5,920,668	$49,970,435
7	PLGO	Pelagos Insurance Capital Ltd	518,646	$12,629,028
8	WDH	Waterdrop Inc.	3,271,149	$3,696,397

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,970,435	5,920,668	-43.7%	Shares	Defined	2026-08-13
2026-03-31	$76,380,931	10,520,790	-19.9%	Shares	Defined	2026-05-15
2025-12-31	$101,247,114	13,131,922	-5.2%	Shares	Defined	2026-05-27
2025-09-30	$110,671,802	13,851,290	+9.7%	Shares	Defined	2026-05-27
2025-06-30	$91,442,889	12,630,234	+61.5%	Shares	Defined	2025-08-15
2025-03-31	$51,530,278	7,819,466	+28.9%	Shares	Defined	2025-05-15
2024-12-31	$35,735,626	6,067,170	-6.8%	Shares	Defined	2025-05-15
2024-09-30	$41,600,532	6,510,256	-2.1%	Shares	Defined	2025-05-14
2024-06-30	$40,744,089	6,646,671	+2.6%	Shares	Defined	2025-05-14
2024-03-31	$39,194,928	6,478,501	+3.6%	Shares	Defined	2024-10-17
2023-12-31	$36,022,110	6,253,839	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.