AEG β€” AEGON LTD AMER REG 1 CERT

Ownership history in GRACE & WHITE INC /NY  Β·  9 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported AEGON LTD AMER REG 1 CERT (AEG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.88% in 2025 Q1. The latest visible filing shows AEG at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRACE & WHITE INC /NY's position in AEGON LTD AMER REG 1 CERT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AEG was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRACE & WHITE INC /NY held AEG β€” position size vs. price
% of Fund (quarterly)    AEG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,111,297 -41,826 -3.6% 1.53% $8.6M 2026-02-14 (Est.) $7.58
2025 Q3 REDUCED 1,153,123 -94,619 -7.6% 1.63% $9.2M 2025-10-23 $7.41
2025 Q2 REDUCED 1,247,742 -246,220 -16.5% 1.65% $9.0M 2025-07-24 $7.26
2025 Q1 UNCHANGED 1,493,962 β€” 0% 1.88% $9.8M 2025-04-22 $6.04
2024 Q4 UNCHANGED 1,493,962 β€” 0% 1.65% $8.8M 2025-01-29 $6.34
2024 Q3 REDUCED 1,493,962 -40,043 -2.6% 1.72% $9.5M 2024-10-21 $6.15
2024 Q2 REDUCED 1,534,005 -81,324 -5.0% 1.77% $9.4M 2024-07-22 $6.01
2024 Q1 REDUCED 1,615,329 -31,570 -1.9% 1.76% $9.8M 2024-04-25 $5.60
2023 Q4 INITIATED 1,646,899 β€” β€” 1.66% $9.5M 2024-02-01 $5.33

FAQ About GRACE & WHITE INC /NY and AEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRACE & WHITE INC /NY reported owning AEG?

GRACE & WHITE INC /NY reported AEG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AEG position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for AEG was 1.88% in 2025 Q1.

What is the latest reported AEG position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 1,111,297 shares, equal to 1.53% of portfolio, with an estimated market value of $8.6M.

What does the chart on this AEG ownership page compare?

The chart compares GRACE & WHITE INC /NY's quarterly AEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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