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Aegon Ltd.

AEG
Exchange
NYSE
Industry
Life Insurance
SEC CIK
0000769218

No open-market purchases or sales by Aegon Ltd. insiders were filed in the last 90 days; 310 institutions reported holding it in 13F filings for Q2 2026, worth $1.03B in total; no superinvestor holds it.

Other share classesAEFCAEGOF

13F holders, Q1 2021

Institutional positions in Aegon Ltd. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
179
No complete 13F data for Q4 2020
Shares held
162.1M
No complete 13F data for Q4 2020
Total value
$767.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 179 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ1 2021: $767.0M
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Aegon Ltd..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AEG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
Salem Investment Counselors Inc34$00.00%––
Sargent Bickham Lagudis LLC8$00.00%––
Ironwood Financial, llc50$00.00%––
Rockefeller Capital Management L.P.149$00.00%––
Evoke Wealth, LLC7$00.00%––
Cedar Mountain Advisors, LLC2$00.00%––
Accel Wealth Management87$00.00%––
Freedman Financial Associates, Inc.20$00.00%––
Anchor Investment Management, LLC184$8700.00%––
Valley National Advisers Inc112$1.00K0.00%––
Adirondack Trust Co139$1.00K0.00%––
Column Capital Advisors, LLC310$1.00K0.00%––
McIlrath & Eck, LLC169$1.00K0.00%––
Private Capital Group, LLC300$1.00K0.00%––
Meridian Wealth Partners, LLC308$1.00K0.00%––
International Assets Investment Management, LLC338$1.00K0.00%––
Enterprise Financial Services Corp436$2.00K0.00%––
Captrust Financial Advisors508$2.00K0.00%––
Barrett Asset Management, LLC326$2.00K0.00%––
Tower Research Capital LLC (TRC)457$2.00K0.00%––
Gemmer Asset Management LLC502$2.00K0.00%––
Glassman Wealth Services409$2.00K0.00%––
McCarthy Asset Management, Inc.500$2.00K0.00%––
Kelly Financial Services LLC497$2.35K0.00%––
Harbour Investments, Inc.656$3.00K0.00%––
Clearstead Advisors, LLC628$3.00K0.00%––
Pinnacle Bancorp, Inc.728$3.00K0.00%––
Berman Capital Advisors, LLC774$3.00K0.00%––
Steward Partners Investment Advisory, LLC657$3.11K0.00%––
Allworth Financial LP850$4.00K0.00%––
Cypress Capital Management LLC (WY)900$4.00K0.00%––
North Star Investment Management Corp.970$5.00K0.00%––
FinTrust Capital Advisors, LLC1,080$5.00K0.00%––
Fifth Third Bancorp1,580$7.00K0.00%––
Zions Bancorporation, N.A.1,503$7.00K0.00%––
Bessemer Group Inc1,887$9.00K0.00%––
Liberty Wealth Management LLC2,265$10.0K0.00%––
Northwestern Mutual Wealth Management Co3,585$17.0K0.00%––
Geneos Wealth Management Inc.4,942$22.0K0.00%––
Whittier Trust Co4,760$23.0K0.00%––
Bartlett & Co. Wealth Management LLC5,000$23.6K0.00%––
Bartlett & Co. LLC5,000$24.0K0.00%––
IFP Advisors, Inc5,508$27.0K0.00%––
CKW Financial Group5,900$28.0K0.00%––
Carroll Financial Associates, Inc.6,576$31.0K0.00%––
Fieldpoint Private Securities, LLC7,020$33.0K0.01%––
Global Retirement Partners, LLC7,125$34.0K0.00%––
Sandy Spring Bank8,000$38.0K0.00%––
Parallel Advisors, LLC9,094$43.0K0.00%––
Fruth Investment Management10,000$47.0K0.01%––
Relative Value Partners Group, LLC10,000$47.0K0.00%––
Raymond James Financial Services Advisors, Inc.10,721$51.0K0.00%––
Federation des caisses Desjardins du Quebec11,366$53.8K0.00%––
Oppenheimer & Co Inc11,320$54.0K0.00%––
Private Advisor Group, LLC11,350$54.0K0.00%––
JFS Wealth Advisors, LLC11,340$54.0K0.01%––
Keel Point, LLC11,575$55.0K0.01%––
Lindbrook Capital, LLC12,159$58.0K0.01%––
Wealth Architects, LLC12,453$59.0K0.01%––
State Street Corp13,095$62.0K0.00%––
Checchi Capital Advisers, LLC13,026$62.0K0.01%––
Stock Yards Bank & Trust Co13,260$63.0K0.00%––
Squarepoint Ops LLC13,763$65.0K0.00%––
Hennion & Walsh Asset Management, Inc.13,685$65.0K0.00%––
FourThought Financial, LLC14,313$67.0K0.01%––
CPWM, LLC14,774$70.0K0.01%––
TownSquare Capital, LLC15,092$71.0K0.00%––
Clarius Group, LLC15,324$72.0K0.01%––
Bridgefront Capital, LLC15,320$72.0K0.02%––
Vista Wealth Management Group, LLC15,419$73.0K0.03%––
Ellevest, Inc.15,860$75.0K0.01%––
CAPROCK Group, Inc.16,183$77.0K0.01%––
Buckingham Strategic Wealth, LLC16,534$78.0K0.00%––
Cresset Asset Management, LLC16,577$78.0K0.00%––
Cambridge Investment Research Advisors, Inc.17,200$81.0K0.00%––
Nelson Capital Management, LLC19,511$92.0K0.02%––
Bokf, NA20,018$94.0K0.00%––
Sage Rhino Capital LLC19,861$94.0K0.03%––
FMR LLC20,101$95.0K0.00%––
Advisor Group Holdings, Inc.20,375$96.0K0.00%––
AE Wealth Management LLC20,392$96.0K0.00%––
Evergreen Capital Management LLC22,574$107.0K0.01%––
Cubist Systematic Strategies, LLC22,900$108.0K0.00%––
Lake Street Advisors Group, LLC23,030$109.0K0.01%––
XTX Topco Ltd23,589$112.0K0.05%––
Quadrant Capital Group LLC23,847$113.0K0.02%––
UBS Group AG24,732$117.0K0.00%––
Spire Wealth Management25,708$122.0K0.00%––
Dorsey & Whitney Trust CO LLC25,800$123.0K0.01%––
Quantbot Technologies LP27,400$129.0K0.01%––
Corient Capital Partners, LLC29,051$137.0K0.01%––
Two Sigma Securities, LLC29,128$138.0K0.03%––
Ethic Inc.31,714$150.0K0.03%––
Citadel Advisors LLC34,764$164.0K0.00%––
Summit Global Investments35,242$167.0K0.01%––
Ar Asset Management Inc36,000$170.0K0.05%––
Ballentine Partners, LLC36,465$172.0K0.01%––
Bank of New York Mellon Corp37,631$178.0K0.00%––
Eaton Vance Management37,935$179.0K0.00%––