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, Q3 2021
Institutional positions in Aegon Ltd. as of Sep 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
- 186
- −3 vs. Q2 2021
- Shares held
- 159.0M
- +3.73M (+2.4%) vs. Q2 2021
- Total value
- $809.5M
- +$168.0M (+26.2%) vs. Q2 2021
- New holders
- 22
- 65 more added
- Sold out
- 25
- 53 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 26,013 | $132.0K | 0.02% | −3,502−11.9% | Reduced |
| Cresset Asset Management, LLC | 27,709 | $141.0K | 0.00% | +7,978+40.4% | Added |
| Franklin Resources Inc | 29,776 | $151.0K | 0.00% | −31,088−51.1% | Reduced |
| Vanguard Capital Wealth Advisors | 30,661 | $156.0K | 0.12% | +30,661 | New |
| Deutsche Bank AG | 32,210 | $164.0K | 0.00% | −80,152−71.3% | Reduced |
| Quantbot Technologies LP | 32,478 | $165.0K | 0.01% | +5,278+19.4% | Added |
| Ballentine Partners, LLC | 33,001 | $168.0K | 0.01% | −4,221−11.3% | Reduced |
| Institute for Wealth Management, LLC. | 33,741 | $172.0K | 0.03% | −632−1.8% | Reduced |
| Private Advisor Group, LLC | 34,476 | $175.0K | 0.00% | +17,135+98.8% | Added |
| Corient Capital Partners, LLC | 34,703 | $177.0K | 0.01% | −1,848−5.1% | Reduced |
| Summit Global Investments | 35,242 | $179.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,034 | $183.0K | 0.00% | +19,319+115.6% | Added |
| Two Sigma Securities, LLC | 35,936 | $183.0K | 0.04% | +35,936 | New |
| JustInvest LLC | 36,571 | $186.0K | 0.02% | +36,571 | New |
| Ar Asset Management Inc | 36,691 | $187.0K | 0.05% | +691+1.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,038 | $198.0K | 0.02% | +39,038 | New |
| Ethic Inc. | 39,817 | $203.0K | 0.02% | +13,574+51.7% | Added |
| Koss-Olinger Consulting, LLC | 40,108 | $204.0K | 0.03% | −16,627−29.3% | Reduced |
| Bank of New York Mellon Corp | 40,579 | $207.0K | 0.00% | +311+0.8% | Added |
| Oppenheimer Asset Management Inc. | 40,795 | $208.0K | 0.00% | −301−0.7% | Reduced |
| Comerica Bank | 41,725 | $219.0K | 0.00% | −82,646−66.5% | Reduced |
| Citizens Business Bank | 43,000 | $219.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $233.0K | 0.01% | +45,710 | New |
| Franklin Street Advisors Inc | 45,710 | $233.0K | 0.02% | +45,710 | New |
| Balasa Dinverno & Foltz LLC | 48,017 | $244.0K | 0.02% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 50,000 | $254.0K | 0.08% | −130,150−72.2% | Reduced |
| Wade G W & Inc | 52,021 | $265.0K | 0.01% | +637+1.2% | Added |
| HighTower Advisors, LLC | 54,369 | $277.0K | 0.00% | +4,234+8.4% | Added |
| Miller Investment Management, LP | 57,015 | $290.0K | 0.05% | +57,015 | New |
| True North Advisors, LLC | 62,728 | $319.0K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 62,970 | $321.0K | 0.00% | +7,225+13.0% | Added |
| Commonwealth Equity Services, LLC | 63,513 | $323.0K | 0.00% | +14,721+30.2% | Added |
| Geode Capital Management, LLC | 67,619 | $344.0K | 0.00% | +1,911+2.9% | Added |
| Advisor Partners LLC | 69,058 | $352.0K | 0.02% | +1,842+2.7% | Added |
| Susquehanna Fundamental Investments, LLC | 72,600 | $370.0K | 0.01% | −17,395−19.3% | Reduced |
| Ritholtz Wealth Management | 72,911 | $371.0K | 0.03% | −6,936−8.7% | Reduced |
| Highland Capital Management, LLC | 80,401 | $409.0K | 0.02% | +2,250+2.9% | Added |
| Signaturefd, LLC | 88,497 | $450.0K | 0.02% | −727−0.8% | Reduced |
| Bank of Montreal | 88,481 | $452.0K | 0.00% | +1,668+1.9% | Added |
| Eagle Asset Management Inc | 90,107 | $458.0K | 0.00% | +10,542+13.2% | Added |
| Two Sigma Investments, LP | 93,435 | $476.0K | 0.00% | −352,518−79.0% | Reduced |
| Mercer Global Advisors Inc | 96,275 | $490.0K | 0.00% | −3,612−3.6% | Reduced |
| Guggenheim Capital LLC | 105,993 | $540.0K | 0.00% | −84,960−44.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 106,300 | $541.0K | 0.18% | +55,700+110.1% | Added |
| Hantz Financial Services, Inc. | 119,991 | $611.0K | 0.02% | +16,529+16.0% | Added |
| Crossmark Global Holdings, Inc. | 122,018 | $621.0K | 0.01% | +2,823+2.4% | Added |
| SG Americas Securities, LLC | 124,094 | $632.0K | 0.00% | −83,600−40.3% | Reduced |
| Envestnet Asset Management Inc | 128,806 | $656.0K | 0.00% | −11,754−8.4% | Reduced |
| Altium Wealth Management LLC | 130,175 | $663.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 130,160 | $663.0K | 0.04% | +5,897+4.7% | Added |
| Marshall Wace North America L.P. | 131,441 | $669.0K | 0.00% | −156,589−54.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 132,589 | $675.0K | 0.01% | −76,231−36.5% | Reduced |
| Truist Financial Corp | 137,025 | $697.0K | 0.00% | +161+0.1% | Added |
| Greenleaf Trust | 141,696 | $721.0K | 0.01% | −7,672−5.1% | Reduced |
| Kestra Advisory Services, LLC | 154,566 | $787.0K | 0.01% | +66,802+76.1% | Added |
| LPL Financial LLC | 184,915 | $941.0K | 0.00% | −2,283−1.2% | Reduced |
| Natixis Advisors, L.P. | 185,708 | $945.0K | 0.00% | −340−0.2% | Reduced |
| American Century Companies Inc | 204,963 | $1.04M | 0.00% | +12,915+6.7% | Added |
| Marathon Capital Management | 220,954 | $1.13M | 0.26% | −15,707−6.6% | Reduced |
| Royal Bank of Canada | 229,415 | $1.17M | 0.00% | +8,778+4.0% | Added |
| Ameriprise Financial Inc | 264,661 | $1.35M | 0.00% | +145,683+122.4% | Added |
| Renaissance Technologies LLC | 291,435 | $1.51M | 0.00% | −359,667−55.2% | Reduced |
| Bank of America Corp | 303,516 | $1.54M | 0.00% | +39,741+15.1% | Added |
| Stifel Financial Corp | 350,689 | $1.78M | 0.00% | +28,732+8.9% | Added |
| US Bancorp | 351,375 | $1.79M | 0.00% | −24,728−6.6% | Reduced |
| Vanguard Group Inc | 373,904 | $1.90M | 0.00% | −17,222−4.4% | Reduced |
| Citadel Advisors LLC | 413,919 | $2.11M | 0.00% | +326,616+374.1% | Added |
| SEI Investments Co | 510,479 | $2.60M | 0.01% | +2540.0% | Added |
| Wells Fargo & Company | 605,612 | $3.08M | 0.00% | +33,799+5.9% | Added |
| Jane Street Group, LLC | 708,850 | $3.61M | 0.01% | −123,426−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 732,265 | $3.73M | 0.00% | +3,105+0.4% | Added |
| Northern Trust Corp | 981,311 | $5.00M | 0.00% | −371,082−27.4% | Reduced |
| CIBC World Markets Inc. | 1,021,033 | $5.20M | 0.02% | −9,276−0.9% | Reduced |
| Morgan Stanley | 1,605,897 | $8.17M | 0.00% | −35,909−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,722,333 | $8.77M | 0.01% | +1,344,143+355.4% | Added |
| Brandes Investment Partners, LP | 1,735,953 | $8.84M | 0.19% | −126,627−6.8% | Reduced |
| Optiver Holding B.V. | 1,798,338 | $9.15M | 0.01% | +1,144,673+175.1% | Added |
| Grace & White Inc | 1,997,636 | $10.2M | 1.94% | +197,130+10.9% | Added |
| Dimensional Fund Advisors LP | 3,089,968 | $15.7M | 0.01% | +297,122+10.6% | Added |
| Goldman Sachs Group Inc | 3,430,485 | $17.5M | 0.00% | +647,245+23.3% | Added |
| Raymond James & Associates | 4,026,051 | $20.5M | 0.02% | +128,677+3.3% | Added |
| BlackRock Inc. | 4,604,792 | $23.4M | 0.00% | −38,724−0.8% | Reduced |
| Parametric Portfolio Associates LLC | 5,047,517 | $25.7M | 0.01% | +608,753+13.7% | Added |
| Private Management Group Inc | 5,346,102 | $27.2M | 1.14% | +50,353+1.0% | Added |
| Dodge & Cox | 112,006,256 | $570.1M | 0.37% | +1,710,486+1.6% | Added |
| Green Harvest Asset Management LLC | 540 | – | – | 00.0% | Unchanged |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −456,899−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −240,066−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −158,821−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −123,174−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −114,883−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,286−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,457−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −23,673−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −19,608−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −17,449−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −13,260−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,004−100.0% | Sold out |