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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −11,231−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −10,920−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Green Harvest Asset Management LLC | – | – | – | – | Not filed |