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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 16,024 | $66.0K | 0.02% | +16,024 | New |
| 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 |
| Clarius Group, LLC | 15,328 | $63.0K | 0.01% | +40.0% | Added |
| 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 |
| Boit C F David | 14,451 | $60.0K | 0.05% | +14,451 | New |
| Bridgefront Capital, LLC | 14,221 | $59.0K | 0.02% | −1,099−7.2% | Reduced |
| FourThought Financial, LLC | 14,281 | $58.0K | 0.01% | −32−0.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Squarepoint Ops LLC | 13,004 | $54.0K | 0.00% | −759−5.5% | Reduced |
| Glenmede Trust Co NA | 12,938 | $53.0K | 0.00% | +12,938 | New |
| 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 |
| Lindbrook Capital, LLC | 12,159 | $50.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Paloma Partners Management Co | 10,857 | $45.0K | 0.00% | −34,013−75.8% | 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 |
| Oppenheimer & Co Inc | 10,283 | $42.0K | 0.00% | −1,037−9.2% | Reduced |
| Fruth Investment Management | 10,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,478 | $39.1K | 0.00% | −1,888−16.6% | Reduced |
| Sandy Spring Bank | 8,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 7,245 | $32.0K | 0.01% | +225+3.2% | Added |
| Simplex Trading, LLC | 7,477 | $30.0K | 0.00% | +7,477 | New |
| 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 |
| Carroll Financial Associates, Inc. | 6,576 | $27.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,196 | $26.0K | 0.00% | +6,196 | New |
| CKW Financial Group | 5,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,508 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 3,089 | $13.0K | 0.00% | +1,202+63.7% | Added |
| Huntington National Bank | 2,667 | $11.0K | 0.00% | +2,666+266,600.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,364 | $10.0K | 0.00% | −1,221−34.1% | Reduced |
| Liberty Wealth Management LLC | 2,263 | $9.00K | 0.00% | −2−0.1% | Reduced |
| 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 |
| Captrust Financial Advisors | 1,504 | $6.00K | 0.00% | +996+196.1% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 184 | $760 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,054 | $497 | 0.02% | +1,557+313.3% | Added |
| Evoke Wealth, LLC | 7 | $31 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |