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.
13F holders, Q2 2021
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 189
- +11 vs. Q1 2021
- Shares held
- 155.3M
- −6.80M (−4.2%) vs. Q1 2021
- Total value
- $641.5M
- −$125.5M (−16.4%) vs. Q1 2021
- New holders
- 23
- 55 more added
- Sold out
- 12
- 59 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 310 | $1.03B |
| Q1 2026 | 291 | $940.2M |
| Q4 2025 | 300 | $1.24B |
| Q3 2025 | 281 | $1.50B |
| Q2 2025 | 267 | $1.44B |
| Q1 2025 | 256 | $1.26B |
| Q4 2024 | 254 | $1.06B |
| Q3 2024 | 237 | $1.13B |
| Q2 2024 | 235 | $1.07B |
| Q1 2024 | 220 | $1.06B |
| Q4 2023 | 215 | $1.05B |
| Q3 2023 | 181 | $881.4M |
| Q2 2023 | 206 | $970.7M |
| Q1 2023 | 229 | $843.3M |
| Q4 2022 | 228 | $998.4M |
| Q3 2022 | 215 | $792.7M |
| Q2 2022 | 216 | $884.7M |
| Q1 2022 | 206 | $1.07B |
| Q4 2021 | 195 | $814.4M |
| Q3 2021 | 186 | $809.5M |
| Q2 2021 | 189 | $641.5M |
| Q1 2021 | 179 | $767.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 112 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 149 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 29 | $0 | 0.00% | +29 | New |
| Evoke Wealth, LLC | 7 | $31 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,054 | $497 | 0.02% | +1,557+313.3% | Added |
| Anchor Investment Management, LLC | 184 | $760 | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 326 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 139 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 416 | $1.00K | 0.00% | +416 | New |
| Manchester Capital Management LLC | 313 | $1.00K | 0.00% | +313 | New |
| SRS Capital Advisors, Inc. | 328 | $1.00K | 0.00% | +328 | New |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | −279−42.5% | Reduced |
| Gemmer Asset Management LLC | 502 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 445 | $2.00K | 0.00% | +36+8.8% | Added |
| McCarthy Asset Management, Inc. | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 673 | $2.00K | 0.00% | +673 | New |
| Advisory Services Network, LLC | 553 | $2.00K | 0.00% | +553 | New |
| Harbour Investments, Inc. | 656 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 774 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 750 | $3.00K | 0.00% | +750 | New |
| North Star Investment Management Corp. | 970 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 900 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,009 | $4.00K | 0.00% | +573+131.4% | Added |
| Captrust Financial Advisors | 1,504 | $6.00K | 0.00% | +996+196.1% | Added |
| Fifth Third Bancorp | 1,580 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,603 | $7.00K | 0.00% | +100+6.7% | Added |
| Liberty Wealth Management LLC | 2,263 | $9.00K | 0.00% | −2−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,364 | $10.0K | 0.00% | −1,221−34.1% | Reduced |
| Huntington National Bank | 2,667 | $11.0K | 0.00% | +2,666+266,600.0% | Added |
| Bessemer Group Inc | 3,089 | $13.0K | 0.00% | +1,202+63.7% | Added |
| Whittier Trust Co | 4,772 | $20.0K | 0.00% | +12+0.3% | Added |
| Geneos Wealth Management Inc. | 4,942 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,508 | $22.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,196 | $26.0K | 0.00% | +6,196 | New |
| Carroll Financial Associates, Inc. | 6,576 | $27.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,189 | $29.0K | 0.00% | −1,036,015−99.3% | Reduced |
| Global Retirement Partners, LLC | 7,125 | $29.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,477 | $30.0K | 0.00% | +7,477 | New |
| Fieldpoint Private Securities, LLC | 7,245 | $32.0K | 0.01% | +225+3.2% | Added |
| Sandy Spring Bank | 8,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,478 | $39.1K | 0.00% | −1,888−16.6% | Reduced |
| Fruth Investment Management | 10,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,283 | $42.0K | 0.00% | −1,037−9.2% | Reduced |
| Eaton Vance Management | 10,400 | $43.0K | 0.00% | −27,535−72.6% | Reduced |
| Parallel Advisors, LLC | 10,449 | $43.0K | 0.00% | +1,355+14.9% | Added |
| Paloma Partners Management Co | 10,857 | $45.0K | 0.00% | −34,013−75.8% | Reduced |
| Cubist Systematic Strategies, LLC | 11,113 | $46.0K | 0.00% | −11,787−51.5% | Reduced |
| Jump Financial, LLC | 11,176 | $46.0K | 0.00% | +11,176 | New |
| JFS Wealth Advisors, LLC | 11,340 | $47.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,414 | $47.0K | 0.00% | +11,414 | New |
| Buckingham Strategic Wealth, LLC | 11,551 | $48.0K | 0.00% | −4,983−30.1% | Reduced |
| Checchi Capital Advisers, LLC | 11,698 | $48.0K | 0.01% | −1,328−10.2% | Reduced |
| Keel Point, LLC | 11,575 | $48.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,159 | $50.0K | 0.01% | 00.0% | Unchanged |
| Wealth Architects, LLC | 12,378 | $51.0K | 0.01% | −75−0.6% | Reduced |
| Relative Value Partners Group, LLC | 12,250 | $51.0K | 0.00% | +2,250+22.5% | Added |
| Glenmede Trust Co NA | 12,938 | $53.0K | 0.00% | +12,938 | New |
| Squarepoint Ops LLC | 13,004 | $54.0K | 0.00% | −759−5.5% | Reduced |
| Stock Yards Bank & Trust Co | 13,260 | $55.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 13,095 | $55.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,696 | $56.0K | 0.00% | −6,679−32.8% | Reduced |
| Peapack Gladstone Financial Corp | 13,476 | $56.0K | 0.00% | +13,476 | New |
| Dorsey & Whitney Trust CO LLC | 14,000 | $57.0K | 0.01% | −11,800−45.7% | Reduced |
| Stephens Inc | 13,760 | $57.0K | 0.00% | +13,760 | New |
| FourThought Financial, LLC | 14,281 | $58.0K | 0.01% | −32−0.2% | Reduced |
| Bridgefront Capital, LLC | 14,221 | $59.0K | 0.02% | −1,099−7.2% | Reduced |
| Boit C F David | 14,451 | $60.0K | 0.05% | +14,451 | New |
| CAPROCK Group, Inc. | 14,454 | $61.0K | 0.01% | −1,729−10.7% | Reduced |
| TownSquare Capital, LLC | 15,092 | $61.0K | 0.00% | 00.0% | Unchanged |
| CPWM, LLC | 14,774 | $61.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 15,328 | $63.0K | 0.01% | +40.0% | Added |
| Ellevest, Inc. | 15,615 | $64.0K | 0.01% | −245−1.5% | Reduced |
| Vista Wealth Management Group, LLC | 15,419 | $64.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 16,024 | $66.0K | 0.02% | +16,024 | New |
| Cambridge Investment Research Advisors, Inc. | 16,715 | $69.0K | 0.00% | −485−2.8% | Reduced |
| Private Advisor Group, LLC | 17,341 | $72.0K | 0.00% | +5,991+52.8% | Added |
| GWM Advisors LLC | 17,449 | $72.0K | 0.00% | +17,449 | New |
| Boston Private Wealth LLC | 19,608 | $81.0K | 0.00% | −80,883−80.5% | Reduced |
| Nelson Capital Management, LLC | 19,511 | $81.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 20,210 | $83.0K | 0.00% | +109+0.5% | Added |
| Sage Rhino Capital LLC | 20,098 | $83.0K | 0.02% | +237+1.2% | Added |
| Cresset Asset Management, LLC | 19,731 | $83.0K | 0.00% | +3,154+19.0% | Added |
| AE Wealth Management LLC | 20,392 | $84.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 21,655 | $89.0K | 0.00% | −27,974−56.4% | Reduced |
| Evergreen Capital Management LLC | 22,191 | $92.0K | 0.00% | −383−1.7% | Reduced |
| Veriti Management LLC | 22,901 | $95.0K | 0.01% | +22,901 | New |