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, Q4 2021
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 195
- +12 vs. Q3 2021
- Shares held
- 164.8M
- +5.88M (+3.7%) vs. Q3 2021
- Total value
- $814.4M
- +$5.62M (+0.7%) vs. Q3 2021
- New holders
- 27
- 60 more added
- Sold out
- 15
- 56 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 21,655 | $107.0K | 0.00% | +799+3.8% | Added |
| Evergreen Capital Management LLC | 23,545 | $116.0K | 0.00% | −47−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 23,734 | $116.0K | 0.00% | −66−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 24,531 | $121.0K | 0.01% | −931−3.7% | Reduced |
| Spire Wealth Management | 25,708 | $127.0K | 0.00% | +253+1.0% | Added |
| Veriti Management LLC | 26,856 | $133.0K | 0.02% | +4,763+21.6% | Added |
| Franklin Resources Inc | 27,602 | $136.0K | 0.00% | −2,174−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 27,750 | $137.0K | 0.02% | −5,991−17.8% | Reduced |
| Quadrant Capital Group LLC | 27,983 | $138.0K | 0.02% | +1,970+7.6% | Added |
| Susquehanna Fundamental Investments, LLC | 29,084 | $144.0K | 0.00% | −43,516−59.9% | Reduced |
| First Trust Advisors LP | 31,255 | $154.0K | 0.00% | +9,705+45.0% | Added |
| ExodusPoint Capital Management, LP | 31,423 | $155.0K | 0.00% | +31,423 | New |
| Deutsche Bank AG | 32,210 | $159.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 32,131 | $159.0K | 0.01% | +32,131 | New |
| Yousif Capital Management, LLC | 32,610 | $161.0K | 0.00% | +32,610 | New |
| Ballentine Partners, LLC | 33,225 | $164.0K | 0.00% | +224+0.7% | Added |
| Susquehanna International Group, LLP | 34,162 | $169.0K | 0.00% | +34,162 | New |
| Summit Global Investments | 35,242 | $174.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 35,670 | $176.0K | 0.00% | +12,523+54.1% | Added |
| JustInvest LLC | 36,065 | $178.0K | 0.01% | −506−1.4% | Reduced |
| Ar Asset Management Inc | 36,691 | $181.0K | 0.05% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 20,882 | $182.0K | 0.14% | +629+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,956 | $183.0K | 0.00% | +922+2.6% | Added |
| Oppenheimer Asset Management Inc. | 38,749 | $191.0K | 0.00% | −2,046−5.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,038 | $192.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 38,828 | $192.0K | 0.01% | +4,125+11.9% | Added |
| Commonwealth Equity Services, LLC | 40,865 | $201.0K | 0.00% | −22,648−35.7% | Reduced |
| Bank of New York Mellon Corp | 40,913 | $202.0K | 0.00% | +334+0.8% | Added |
| Citizens Business Bank | 43,000 | $212.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 39,316 | $222.0K | 0.00% | −2,409−5.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $226.0K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 45,710 | $226.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 45,997 | $227.0K | 0.04% | +10,061+28.0% | Added |
| Balasa Dinverno & Foltz LLC | 48,196 | $238.0K | 0.02% | +179+0.4% | Added |
| Wade G W & Inc | 52,021 | $257.0K | 0.01% | 00.0% | Unchanged |
| Miller Investment Management, LP | 57,015 | $282.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 59,620 | $295.0K | 0.00% | −3,350−5.3% | Reduced |
| Ethic Inc. | 60,328 | $298.0K | 0.02% | +20,511+51.5% | Added |
| True North Advisors, LLC | 62,728 | $309.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 66,880 | $330.0K | 0.00% | −21,601−24.4% | Reduced |
| Geode Capital Management, LLC | 68,419 | $337.0K | 0.00% | +800+1.2% | Added |
| Ritholtz Wealth Management | 71,983 | $356.0K | 0.02% | −928−1.3% | Reduced |
| Advisor Partners LLC | 73,881 | $365.0K | 0.02% | +4,823+7.0% | Added |
| Kestra Advisory Services, LLC | 78,843 | $389.0K | 0.00% | −75,723−49.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 79,200 | $391.0K | 0.13% | −27,100−25.5% | Reduced |
| Highland Capital Management, LLC | 86,043 | $425.0K | 0.02% | +5,642+7.0% | Added |
| Group One Trading, L.P. | 88,462 | $437.0K | 0.01% | +88,462 | New |
| Signaturefd, LLC | 91,006 | $450.0K | 0.01% | +2,509+2.8% | Added |
| Eagle Asset Management Inc | 93,353 | $460.0K | 0.00% | +3,246+3.6% | Added |
| Mercer Global Advisors Inc | 93,474 | $462.0K | 0.00% | −2,801−2.9% | Reduced |
| Guggenheim Capital LLC | 104,616 | $517.0K | 0.00% | −1,377−1.3% | Reduced |
| Henry James International Management, Inc. | 110,000 | $543.0K | 0.17% | +60,000+120.0% | Added |
| Schechter Investment Advisors, LLC | 109,888 | $543.0K | 0.05% | +109,888 | New |
| Mutual Advisors, LLC | 111,901 | $553.0K | 0.03% | +96,454+624.4% | Added |
| National Bank of Canada | 115,948 | $572.0K | 0.00% | +115,948 | New |
| Crossmark Global Holdings, Inc. | 122,877 | $607.0K | 0.01% | +859+0.7% | Added |
| SG Americas Securities, LLC | 124,094 | $613.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 126,866 | $627.0K | 0.04% | −3,294−2.5% | Reduced |
| Hantz Financial Services, Inc. | 126,961 | $627.0K | 0.02% | +6,970+5.8% | Added |
| Altium Wealth Management LLC | 127,738 | $631.0K | 0.04% | −2,437−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 128,532 | $635.0K | 0.01% | −4,057−3.1% | Reduced |
| Truist Financial Corp | 131,443 | $649.0K | 0.00% | −5,582−4.1% | Reduced |
| First Hawaiian Bank | 138,012 | $681.0K | 0.02% | +138,012 | New |
| Citadel Advisors LLC | 148,165 | $732.0K | 0.00% | −265,754−64.2% | Reduced |
| Marathon Capital Management | 151,859 | $750.0K | 0.18% | −69,095−31.3% | Reduced |
| Greenleaf Trust | 156,629 | $774.0K | 0.01% | +14,933+10.5% | Added |
| Natixis Advisors, L.P. | 182,793 | $903.0K | 0.00% | −2,915−1.6% | Reduced |
| LPL Financial LLC | 186,378 | $921.0K | 0.00% | +1,463+0.8% | Added |
| Royal Bank of Canada | 231,739 | $1.14M | 0.00% | +2,324+1.0% | Added |
| HighTower Advisors, LLC | 264,350 | $1.30M | 0.00% | +209,981+386.2% | Added |
| American Century Companies Inc | 265,503 | $1.31M | 0.00% | +60,540+29.5% | Added |
| Ameriprise Financial Inc | 269,780 | $1.33M | 0.00% | +5,119+1.9% | Added |
| Bank of America Corp | 289,504 | $1.43M | 0.00% | −14,012−4.6% | Reduced |
| Vanguard Group Inc | 321,024 | $1.59M | 0.00% | −52,880−14.1% | Reduced |
| US Bancorp | 337,486 | $1.67M | 0.00% | −13,889−4.0% | Reduced |
| Stifel Financial Corp | 351,501 | $1.74M | 0.00% | +812+0.2% | Added |
| Envestnet Asset Management Inc | 377,922 | $1.87M | 0.00% | +249,116+193.4% | Added |
| Wells Fargo & Company | 466,499 | $2.30M | 0.00% | −139,113−23.0% | Reduced |
| SEI Investments Co | 510,751 | $2.52M | 0.00% | +272+0.1% | Added |
| Jane Street Group, LLC | 603,746 | $2.98M | 0.01% | −105,104−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 657,687 | $3.25M | 0.00% | −74,578−10.2% | Reduced |
| CIBC World Markets Inc. | 884,646 | $4.37M | 0.01% | −136,387−13.4% | Reduced |
| Northern Trust Corp | 932,141 | $4.61M | 0.00% | −49,170−5.0% | Reduced |
| Morgan Stanley | 1,449,183 | $7.16M | 0.00% | −156,714−9.8% | Reduced |
| Brandes Investment Partners, LP | 1,616,562 | $7.99M | 0.17% | −119,391−6.9% | Reduced |
| Grace & White Inc | 1,872,063 | $9.25M | 1.71% | −125,573−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,867,652 | $14.2M | 0.02% | +1,145,319+66.5% | Added |
| Optiver Holding B.V. | 3,219,669 | $16.2M | 0.02% | +1,421,331+79.0% | Added |
| Dimensional Fund Advisors LP | 3,379,815 | $16.7M | 0.01% | +289,847+9.4% | Added |
| Goldman Sachs Group Inc | 3,659,594 | $18.1M | 0.00% | +229,109+6.7% | Added |
| Raymond James & Associates | 4,148,548 | $20.5M | 0.02% | +122,497+3.0% | Added |
| BlackRock Inc. | 4,219,723 | $20.8M | 0.00% | −385,069−8.4% | Reduced |
| Parametric Portfolio Associates LLC | 5,027,760 | $24.8M | 0.01% | −19,757−0.4% | Reduced |
| Private Management Group Inc | 5,370,953 | $26.5M | 1.06% | +24,851+0.5% | Added |
| Dodge & Cox | 115,664,156 | $571.4M | 0.35% | +3,657,900+3.3% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −291,435−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −93,435−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −21,968−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,982−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −14,924−100.0% | Sold out |