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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,176−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −87−100.0% | Sold out |