Aegon Ltd.

AEG

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0000769218

SEC filings (opens in a new tab)

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 classesAEFC AEGOF

Q2 2021 vs. Q1 2021

How the institutions holding Aegon Ltd. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of AEG: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Of which not filed for Q2 2021	Q2 2021	Change
Holders	179	1	189	+11
Shares	162.1M	20.0K	155.3M	−6.80M (−4.2%)
Value	$767.0M	$94.0K	$641.5M	−$125.5M (−16.4%)

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Aegon Ltd. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to AEG in Q2 2021
Institution	Shares	Value	% of portfolio
Marshall Wace North America L.P.	288,030	$1.19M	0.01%
Qube Research & Technologies Ltd	158,821	$656.0K	0.01%
Campbell & CO Investment Adviser LLC	50,600	$177.0K	0.08%
Ergoteles LLC	26,286	$109.0K	0.00%
Veriti Management LLC	22,901	$95.0K	0.01%
GWM Advisors LLC	17,449	$72.0K	0.00%
West Family Investments, Inc.	16,024	$66.0K	0.02%
Boit C F David	14,451	$60.0K	0.05%
Stephens Inc	13,760	$57.0K	0.00%
Peapack Gladstone Financial Corp	13,476	$56.0K	0.00%
Glenmede Trust Co NA	12,938	$53.0K	0.00%
Brinker Capital Investments, LLC	11,414	$47.0K	0.00%
Jump Financial, LLC	11,176	$46.0K	0.00%
Simplex Trading, LLC	7,477	$30.0K	0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	6,196	$26.0K	0.00%
GPS Wealth Strategies Group, LLC	750	$3.00K	0.00%
First Manhattan Co	673	$2.00K	0.00%
Advisory Services Network, LLC	553	$2.00K	0.00%
M&R Capital Management Inc	416	$1.00K	0.00%
Manchester Capital Management LLC	313	$1.00K	0.00%
SRS Capital Advisors, Inc.	328	$1.00K	0.00%
Anfield Capital Management, LLC	29	$0	0.00%
Green Harvest Asset Management LLC	540	–	–

Sold out (12)

Institutions that held Aegon Ltd. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of AEG in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
AMP Capital Investors Ltd	116,627	$555.0K
Russell Investments Group, Ltd.	116,761	$552.0K
Advisors Asset Management, Inc.	70,196	$332.0K
JustInvest LLC	61,253	$290.0K
Virtu Financial LLC	39,720	$188.0K
Two Sigma Securities, LLC	29,128	$138.0K
Raymond James Financial Services Advisors, Inc.	10,721	$51.0K
FinTrust Capital Advisors, LLC	1,080	$5.00K
Tower Research Capital LLC (TRC)	457	$2.00K
McIlrath & Eck, LLC	169	$1.00K
Meridian Wealth Partners, LLC	308	$1.00K
International Assets Investment Management, LLC	338	$1.00K

Not filed for Q2 2021 yet (1)

Institutions that held Aegon Ltd. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q1 2021 that haven't filed for Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Bokf, NA	20,018	$94.0K