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

Q3 2021 vs. Q2 2021

How the institutions holding Aegon Ltd. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of AEG: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Q3 2021	Change
Holders	189	186	−3
Shares	155.3M	159.0M	+3.73M (+2.4%)
Value	$641.5M	$809.5M	+$168.0M (+26.2%)

New holders (22)

Institutions that held Aegon Ltd. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to AEG in Q3 2021
Institution	Shares	Value	% of portfolio
Miller Investment Management, LP	57,015	$290.0K	0.05%
Wilbanks Smith & Thomas Asset Management LLC	45,710	$233.0K	0.01%
Franklin Street Advisors Inc	45,710	$233.0K	0.02%
Baltimore-Washington Financial Advisors, Inc.	39,038	$198.0K	0.02%
JustInvest LLC	36,571	$186.0K	0.02%
Two Sigma Securities, LLC	35,936	$183.0K	0.04%
Vanguard Capital Wealth Advisors	30,661	$156.0K	0.12%
DeDora Capital, Inc.	20,253	$103.0K	0.04%
Pinnacle Wealth Planning Services, Inc.	17,003	$87.0K	0.02%
Centiva Capital, LP	16,982	$86.0K	0.01%
Mutual Advisors, LLC	15,447	$79.0K	0.00%
Botty Investors LLC	14,924	$76.0K	0.02%
Virtu Financial LLC	13,764	$70.0K	0.01%
Bokf, NA	12,156	$62.0K	0.00%
Pathstone Family Office, LLC	10,852	$55.0K	0.00%
Tradition Wealth Management, LLC	6,706	$34.0K	0.00%
Meridian Wealth Partners, LLC	857	$4.00K	0.00%
Laurel Wealth Planning LLC	731	$4.00K	0.00%
Bell Investment Advisors, Inc	639	$3.00K	0.00%
St. Johns Investment Management Company, LLC	354	$2.00K	0.00%
First Horizon Advisors, Inc.	199	$1.00K	0.00%
American Portfolios Advisors	184	$937	0.00%

Sold out (25)

Institutions that held Aegon Ltd. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of AEG in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Old Mission Capital LLC	456,899	$1.89M
Millennium Management LLC	240,066	$991.0K
Qube Research & Technologies Ltd	158,821	$656.0K
Barclays PLC	123,174	$509.0K
Susquehanna International Group, LLP	114,883	$474.0K
Ergoteles LLC	26,286	$109.0K
XTX Topco Ltd	24,457	$101.0K
Hennion & Walsh Asset Management, Inc.	23,673	$98.0K
Boston Private Wealth LLC	19,608	$81.0K
GWM Advisors LLC	17,449	$72.0K
Stephens Inc	13,760	$57.0K
Peapack Gladstone Financial Corp	13,476	$56.0K
Stock Yards Bank & Trust Co	13,260	$55.0K
Squarepoint Ops LLC	13,004	$54.0K
Jump Financial, LLC	11,176	$46.0K
Paloma Partners Management Co	10,857	$45.0K
Enterprise Financial Services Corp	1,009	$4.00K
Cypress Capital Management LLC (WY)	900	$4.00K
First Manhattan Co	673	$2.00K
Advisory Services Network, LLC	553	$2.00K
Adirondack Trust Co	139	$1.00K
M&R Capital Management Inc	416	$1.00K
SRS Capital Advisors, Inc.	328	$1.00K
Anfield Capital Management, LLC	29	$0
Accel Wealth Management	87	$0