MORGAN STANLEY

Position in AEG — Aegon Ltd.

CIK 895421 NEW YORK, NY

Position in AEG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$76,380,931

-$24,866,183 QoQ

Shares Held

10,520,790

-19.9% QoQ

Ownership

0.715%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 93.73802727741928.ToString("F0")% Shared 0.ToString("F0")% None 6.261972722580719.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $14,801,465,219 across 11 Insurance - Diversified names. AEG ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	26,854,441	$12,868,648,121
2	AIG	American International Group, Inc.	9,422,888	$709,072,314
3	HIG	Hartford Insurance Group, Inc.	3,934,042	$532,000,491
4	ACGL	Arch Capital Group Ltd.	4,260,419	$408,957,611
5	SLF	Sun Life Financial Inc	2,986,394	$186,828,804
6	AEG	Aegon Ltd. This page	10,520,790	$76,380,931
7	PLGO	Pelagos Insurance Capital Ltd	603,033	$11,523,957
8	WDH	Waterdrop Inc.	3,399,027	$5,506,423

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.