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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
Virtu Financial LLC39,720$188.0K0.01%––
Wade G W & Inc41,579$197.0K0.01%––
Oppenheimer Asset Management Inc.42,238$200.0K0.00%––
Citizens Business Bank43,000$203.0K0.03%––
Paloma Partners Management Co44,870$212.0K0.01%––
Institute for Wealth Management, LLC.44,905$212.0K0.04%––
Balasa Dinverno & Foltz LLC48,017$227.0K0.02%––
Deutsche Bank AG48,966$231.0K0.00%––
First Trust Advisors LP49,629$235.0K0.00%––
Koss-Olinger Consulting, LLC56,735$268.0K0.05%––
HighTower Advisors, LLC57,044$269.0K0.00%––
Franklin Resources Inc60,579$287.0K0.00%––
JustInvest LLC61,253$290.0K0.04%––
Citigroup Inc62,564$296.0K0.00%––
True North Advisors, LLC62,728$296.0K0.07%––
Bank of Montreal63,624$301.0K0.00%––
Geode Capital Management, LLC64,748$306.0K0.00%––
Creative Planning64,646$306.0K0.00%––
Commonwealth Equity Services, LLC66,236$313.0K0.00%––
Barclays PLC70,249$332.0K0.00%––
Advisors Asset Management, Inc.70,196$332.0K0.01%––
Kestra Advisory Services, LLC70,998$336.0K0.00%––
Advisor Partners LLC71,389$338.0K0.02%––
Eagle Asset Management Inc73,981$353.0K0.00%––
Old Mission Capital LLC75,005$355.0K0.02%––
Highland Capital Management, LLC78,551$372.0K0.02%––
Susquehanna International Group, LLP86,468$409.0K0.00%––
Signaturefd, LLC88,627$419.0K0.02%––
Hantz Financial Services, Inc.94,830$449.0K0.02%––
Ritholtz Wealth Management96,204$455.0K0.04%––
Boston Private Wealth LLC100,491$475.0K0.01%––
Ameriprise Financial Inc111,152$526.0K0.00%––
Two Sigma Advisers, LP114,049$539.0K0.00%––
Russell Investments Group, Ltd.116,761$552.0K0.00%––
AMP Capital Investors Ltd116,627$555.0K0.00%––
Comerica Bank124,371$561.0K0.00%––
LPL Financial LLC120,895$572.0K0.00%––
Wetherby Asset Management Inc122,174$578.0K0.04%––
Crossmark Global Holdings, Inc.124,303$588.0K0.01%––
Altium Wealth Management LLC131,348$621.0K0.05%––
Mercer Global Advisors Inc132,354$626.0K0.01%––
Truist Financial Corp136,864$647.0K0.00%––
Greenleaf Trust149,781$708.0K0.01%––
Susquehanna Fundamental Investments, LLC159,111$753.0K0.01%––
Envestnet Asset Management Inc169,361$801.0K0.00%––
Henry James International Management, Inc.180,150$852.0K0.26%––
Natixis Advisors, L.P.180,535$853.0K0.00%––
Renaissance Technologies LLC180,762$855.0K0.00%––
American Century Companies Inc194,895$922.0K0.00%––
SG Americas Securities, LLC208,894$988.0K0.01%––
Guggenheim Capital LLC213,373$1.01M0.01%––
Royal Bank of Canada225,536$1.07M0.00%––
Marathon Capital Management237,661$1.12M0.30%––
Millennium Management LLC270,624$1.28M0.00%––
Stifel Financial Corp280,487$1.33M0.00%––
Vanguard Group Inc312,323$1.48M0.00%––
Bank of America Corp320,455$1.51M0.00%––
O'Shaughnessy Asset Management, LLC333,772$1.58M0.03%––
US Bancorp368,842$1.75M0.00%––
SEI Investments Co510,000$2.41M0.01%––
Wells Fargo & Company550,006$2.60M0.00%––
Two Sigma Investments, LP653,780$3.09M0.01%––
The PNC Financial Services Group, Inc.728,717$3.45M0.00%––
Jane Street Group, LLC799,397$3.78M0.01%––
JPMorgan Chase & Co1,043,204$4.93M0.00%––
CIBC World Markets Inc.1,240,689$5.87M0.02%––
Morgan Stanley1,481,029$7.01M0.00%––
Northern Trust Corp1,684,993$7.97M0.00%––
Grace & White Inc1,720,844$8.14M1.56%––
Brandes Investment Partners, LP1,901,638$9.17M0.22%––
Optiver Holding B.V.1,990,329$9.41M1.10%––
Goldman Sachs Group Inc2,691,806$12.7M0.00%––
Dimensional Fund Advisors LP2,766,227$13.1M0.00%––
Raymond James & Associates3,740,612$17.7M0.02%––
Parametric Portfolio Associates LLC4,285,033$20.3M0.01%––
BlackRock Inc.4,754,258$22.5M0.00%––
Arrowstreet Capital, Limited Partnership4,914,113$23.2M0.03%––
Private Management Group Inc5,310,208$25.1M1.15%––
Dodge & Cox110,939,315$524.7M0.38%––