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

Q4 2021 vs. Q3 2021

How the institutions holding Aegon Ltd. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of AEG: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	186	3	195	+12
Shares	159.0M	132.8K	164.8M	+5.88M (+3.7%)
Value	$809.5M	$673.0K	$814.4M	+$5.62M (+0.7%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Aegon Ltd. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to AEG in Q4 2021
Institution	Shares	Value	% of portfolio
First Hawaiian Bank	138,012	$681.0K	0.02%
National Bank of Canada	115,948	$572.0K	0.00%
Schechter Investment Advisors, LLC	109,888	$543.0K	0.05%
Group One Trading, L.P.	88,462	$437.0K	0.01%
Susquehanna International Group, LLP	34,162	$169.0K	0.00%
Yousif Capital Management, LLC	32,610	$161.0K	0.00%
Hennion & Walsh Asset Management, Inc.	32,131	$159.0K	0.01%
ExodusPoint Capital Management, LP	31,423	$155.0K	0.00%
Heritage Trust Co	18,326	$91.0K	0.01%
Cerity Partners LLC	17,695	$87.0K	0.00%
Forum Financial Management, LP	15,735	$78.0K	0.00%
Sequoia Financial Advisors, LLC	13,286	$66.0K	0.00%
Regatta Capital Group, LLC	13,139	$65.0K	0.02%
Raymond James Trust N.A.	11,049	$55.0K	0.00%
Freestone Capital Holdings, LLC	10,110	$50.0K	0.00%
Marshall Wace, LLP	8,192	$40.0K	0.00%
Umb Bank N A	5,287	$26.0K	0.00%
Tower Research Capital LLC (TRC)	2,570	$13.0K	0.00%
Ahl Investment Management, Inc.	2,200	$11.0K	0.01%
Tyler-Stone Wealth Management	1,994	$10.0K	0.01%
Arlington Partners LLC	1,485	$7.00K	0.00%
CWM, LLC	1,231	$6.00K	0.00%
EverSource Wealth Advisors, LLC	1,253	$6.00K	0.00%
RGT Wealth Advisors, LLC	540	$3.00K	0.00%
AdvisorNet Financial, Inc	319	$2.00K	0.00%
Snowden Capital Advisors LLC	259	$1.00K	0.00%
Accel Wealth Management	87	$0	0.00%

Sold out (15)

Institutions that held Aegon Ltd. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of AEG in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Renaissance Technologies LLC	291,435	$1.51M
Two Sigma Investments, LP	93,435	$476.0K
West Family Investments, Inc.	21,968	$112.0K
Centiva Capital, LP	16,982	$86.0K
Botty Investors LLC	14,924	$76.0K
Two Sigma Advisers, LP	11,247	$57.0K
Checchi Capital Advisers, LLC	11,231	$57.0K
Wealth Architects, LLC	10,920	$56.0K
Bartlett & Co. Wealth Management LLC	5,000	$25.4K
Bartlett & Co. LLC	5,000	$25.0K
Liberty Wealth Management LLC	2,345	$12.0K
Meridian Wealth Partners, LLC	857	$4.00K
Harbour Investments, Inc.	656	$3.00K
First Horizon Advisors, Inc.	199	$1.00K
Ironwood Financial, llc	50	$0

Not filed for Q4 2021 yet (3)

Institutions that held Aegon Ltd. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Marshall Wace North America L.P.	131,441	$669.0K
Berman Capital Advisors, LLC	830	$4.00K
Green Harvest Asset Management LLC	540	–