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 |
|---|---|---|---|---|---|
| UBS Group AG | 23,501 | $97.0K | 0.00% | −1,231−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,673 | $98.0K | 0.01% | +9,988+73.0% | Added |
| XTX Topco Ltd | 24,457 | $101.0K | 0.03% | +868+3.7% | Added |
| Spire Wealth Management | 25,455 | $105.0K | 0.00% | −253−1.0% | Reduced |
| Ethic Inc. | 26,243 | $108.0K | 0.01% | −5,471−17.3% | Reduced |
| Ergoteles LLC | 26,286 | $109.0K | 0.00% | +26,286 | New |
| Quantbot Technologies LP | 27,200 | $112.0K | 0.01% | −200−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 23,150 | $113.0K | 0.01% | +120+0.5% | Added |
| Quadrant Capital Group LLC | 29,515 | $122.0K | 0.02% | +5,668+23.8% | Added |
| Institute for Wealth Management, LLC. | 34,373 | $142.0K | 0.02% | −10,532−23.5% | Reduced |
| Summit Global Investments | 35,242 | $146.0K | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 36,000 | $149.0K | 0.04% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 36,551 | $151.0K | 0.01% | +7,500+25.8% | Added |
| Ballentine Partners, LLC | 37,222 | $154.0K | 0.01% | +757+2.1% | Added |
| Bank of New York Mellon Corp | 40,268 | $166.0K | 0.00% | +2,637+7.0% | Added |
| Oppenheimer Asset Management Inc. | 41,096 | $170.0K | 0.00% | −1,142−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 50,600 | $177.0K | 0.08% | +50,600 | New |
| Citizens Business Bank | 43,000 | $178.0K | 0.02% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 48,017 | $198.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,792 | $201.0K | 0.00% | −17,444−26.3% | Reduced |
| HighTower Advisors, LLC | 50,135 | $207.0K | 0.00% | −6,909−12.1% | Reduced |
| Wade G W & Inc | 51,384 | $212.0K | 0.01% | +9,805+23.6% | Added |
| Creative Planning | 55,745 | $230.0K | 0.00% | −8,901−13.8% | Reduced |
| Koss-Olinger Consulting, LLC | 56,735 | $234.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 60,864 | $251.0K | 0.00% | +285+0.5% | Added |
| Citigroup Inc | 61,925 | $255.0K | 0.00% | −639−1.0% | Reduced |
| True North Advisors, LLC | 62,728 | $259.0K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 65,708 | $271.0K | 0.00% | +960+1.5% | Added |
| Advisor Partners LLC | 67,216 | $278.0K | 0.02% | −4,173−5.8% | Reduced |
| Highland Capital Management, LLC | 78,151 | $323.0K | 0.02% | −400−0.5% | Reduced |
| Eagle Asset Management Inc | 79,565 | $328.0K | 0.00% | +5,584+7.5% | Added |
| Ritholtz Wealth Management | 79,847 | $330.0K | 0.02% | −16,357−17.0% | Reduced |
| Bank of Montreal | 86,813 | $358.0K | 0.00% | +23,189+36.4% | Added |
| Citadel Advisors LLC | 87,303 | $361.0K | 0.00% | +52,539+151.1% | Added |
| Kestra Advisory Services, LLC | 87,764 | $362.0K | 0.00% | +16,766+23.6% | Added |
| Signaturefd, LLC | 89,224 | $368.0K | 0.01% | +597+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 89,995 | $372.0K | 0.01% | −69,116−43.4% | Reduced |
| Mercer Global Advisors Inc | 99,887 | $413.0K | 0.00% | −32,467−24.5% | Reduced |
| Hantz Financial Services, Inc. | 103,462 | $427.0K | 0.02% | +8,632+9.1% | Added |
| Deutsche Bank AG | 112,362 | $464.0K | 0.00% | +63,396+129.5% | Added |
| Susquehanna International Group, LLP | 114,883 | $474.0K | 0.00% | +28,415+32.9% | Added |
| Crossmark Global Holdings, Inc. | 119,195 | $492.0K | 0.01% | −5,108−4.1% | Reduced |
| Ameriprise Financial Inc | 118,978 | $492.0K | 0.00% | +7,826+7.0% | Added |
| Barclays PLC | 123,174 | $509.0K | 0.00% | +52,925+75.3% | Added |
| Wetherby Asset Management Inc | 124,263 | $513.0K | 0.03% | +2,089+1.7% | Added |
| Two Sigma Advisers, LP | 125,049 | $516.0K | 0.00% | +11,000+9.6% | Added |
| Altium Wealth Management LLC | 130,175 | $538.0K | 0.04% | −1,173−0.9% | Reduced |
| Truist Financial Corp | 136,864 | $565.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 140,560 | $581.0K | 0.00% | −28,801−17.0% | Reduced |
| Comerica Bank | 124,371 | $602.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 149,368 | $617.0K | 0.01% | −413−0.3% | Reduced |
| Qube Research & Technologies Ltd | 158,821 | $656.0K | 0.01% | +158,821 | New |
| Henry James International Management, Inc. | 180,150 | $744.0K | 0.21% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 186,048 | $768.0K | 0.00% | +5,513+3.1% | Added |
| LPL Financial LLC | 187,198 | $773.0K | 0.00% | +66,303+54.8% | Added |
| Guggenheim Capital LLC | 190,953 | $789.0K | 0.00% | −22,420−10.5% | Reduced |
| American Century Companies Inc | 192,048 | $793.0K | 0.00% | −2,847−1.5% | Reduced |
| SG Americas Securities, LLC | 207,694 | $858.0K | 0.00% | −1,200−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,820 | $862.0K | 0.02% | −124,952−37.4% | Reduced |
| Royal Bank of Canada | 220,637 | $910.0K | 0.00% | −4,899−2.2% | Reduced |
| Marathon Capital Management | 236,661 | $977.0K | 0.23% | −1,000−0.4% | Reduced |
| Millennium Management LLC | 240,066 | $991.0K | 0.00% | −30,558−11.3% | Reduced |
| Bank of America Corp | 263,775 | $1.09M | 0.00% | −56,680−17.7% | Reduced |
| Marshall Wace North America L.P. | 288,030 | $1.19M | 0.01% | +288,030 | New |
| Stifel Financial Corp | 321,957 | $1.33M | 0.00% | +41,470+14.8% | Added |
| US Bancorp | 376,103 | $1.55M | 0.00% | +7,261+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 378,190 | $1.56M | 0.00% | −4,535,923−92.3% | Reduced |
| Vanguard Group Inc | 391,126 | $1.61M | 0.00% | +78,803+25.2% | Added |
| Two Sigma Investments, LP | 445,953 | $1.84M | 0.00% | −207,827−31.8% | Reduced |
| Old Mission Capital LLC | 456,899 | $1.89M | 0.07% | +381,894+509.2% | Added |
| SEI Investments Co | 510,225 | $2.11M | 0.00% | +2250.0% | Added |
| Wells Fargo & Company | 571,813 | $2.36M | 0.00% | +21,807+4.0% | Added |
| Renaissance Technologies LLC | 651,102 | $2.69M | 0.00% | +470,340+260.2% | Added |
| Optiver Holding B.V. | 653,665 | $2.70M | 0.37% | −1,336,664−67.2% | Reduced |
| The PNC Financial Services Group, Inc. | 729,160 | $3.01M | 0.00% | +443+0.1% | Added |
| Jane Street Group, LLC | 832,276 | $3.44M | 0.01% | +32,879+4.1% | Added |
| CIBC World Markets Inc. | 1,030,309 | $4.25M | 0.01% | −210,380−17.0% | Reduced |
| Northern Trust Corp | 1,352,393 | $5.59M | 0.00% | −332,600−19.7% | Reduced |
| Morgan Stanley | 1,641,806 | $6.78M | 0.00% | +160,777+10.9% | Added |
| Grace & White Inc | 1,800,506 | $7.44M | 1.35% | +79,662+4.6% | Added |
| Brandes Investment Partners, LP | 1,862,580 | $7.69M | 0.17% | −39,058−2.1% | Reduced |
| Goldman Sachs Group Inc | 2,783,240 | $11.5M | 0.00% | +91,434+3.4% | Added |
| Dimensional Fund Advisors LP | 2,792,846 | $11.5M | 0.00% | +26,619+1.0% | Added |
| Raymond James & Associates | 3,897,374 | $16.1M | 0.01% | +156,762+4.2% | Added |
| Parametric Portfolio Associates LLC | 4,438,764 | $18.3M | 0.01% | +153,731+3.6% | Added |
| BlackRock Inc. | 4,643,516 | $19.2M | 0.00% | −110,742−2.3% | Reduced |
| Private Management Group Inc | 5,295,749 | $21.9M | 0.96% | −14,459−0.3% | Reduced |
| Dodge & Cox | 110,295,770 | $455.5M | 0.30% | −643,545−0.6% | Reduced |
| Green Harvest Asset Management LLC | 540 | – | – | +540 | New |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −116,627−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −116,761−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −70,196−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −61,253−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,720−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −29,128−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |