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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 18,326 | $91.0K | 0.01% | +18,326 | New |
| Virtu Financial LLC | 18,235 | $90.0K | 0.01% | +4,471+32.5% | Added |
| Nelson Capital Management, LLC | 18,011 | $89.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,988 | $89.0K | 0.01% | +2,527+16.3% | Added |
| Private Advisor Group, LLC | 17,806 | $88.0K | 0.00% | −16,670−48.4% | Reduced |
| Eaton Vance Management | 17,640 | $88.0K | 0.00% | +5,461+44.8% | Added |
| Cerity Partners LLC | 17,695 | $87.0K | 0.00% | +17,695 | New |
| Bridgefront Capital, LLC | 15,965 | $79.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $78.0K | 0.02% | −1,297−7.6% | Reduced |
| Forum Financial Management, LP | 15,735 | $78.0K | 0.00% | +15,735 | New |
| Vanguard Capital Wealth Advisors | 15,638 | $77.0K | 0.06% | −15,023−49.0% | Reduced |
| Vista Wealth Management Group, LLC | 15,419 | $76.0K | 0.01% | −4,525−22.7% | Reduced |
| TownSquare Capital, LLC | 15,227 | $75.0K | 0.00% | 00.0% | Unchanged |
| CPWM, LLC | 14,774 | $75.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $73.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,669 | $72.0K | 0.01% | +669+4.8% | Added |
| Simplex Trading, LLC | 14,402 | $71.0K | 0.00% | +6,925+92.6% | Added |
| Lindbrook Capital, LLC | 14,104 | $70.0K | 0.01% | +1,820+14.8% | Added |
| FourThought Financial, LLC | 14,062 | $69.0K | 0.01% | −219−1.5% | Reduced |
| Glenmede Trust Co NA | 13,412 | $66.0K | 0.00% | +683+5.4% | Added |
| Bokf, NA | 13,376 | $66.0K | 0.00% | +1,220+10.0% | Added |
| Sequoia Financial Advisors, LLC | 13,286 | $66.0K | 0.00% | +13,286 | New |
| State Street Corp | 13,095 | $65.0K | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 13,139 | $65.0K | 0.02% | +13,139 | New |
| Buckingham Strategic Wealth, LLC | 12,935 | $64.0K | 0.00% | +90+0.7% | Added |
| Advisor Group Holdings, Inc. | 12,821 | $63.0K | 0.00% | −464−3.5% | Reduced |
| Parallel Advisors, LLC | 12,140 | $60.0K | 0.00% | +192+1.6% | Added |
| Pathstone Family Office, LLC | 11,852 | $58.0K | 0.00% | +1,000+9.2% | Added |
| Keel Point, LLC | 11,575 | $57.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11,542 | $57.0K | 0.01% | +202+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 11,586 | $57.0K | 0.00% | +623+5.7% | Added |
| Relative Value Partners Group, LLC | 11,500 | $57.0K | 0.00% | +1,000+9.5% | Added |
| Raymond James Trust N.A. | 11,049 | $55.0K | 0.00% | +11,049 | New |
| Brinker Capital Investments, LLC | 10,923 | $54.0K | 0.00% | −491−4.3% | Reduced |
| Bessemer Group Inc | 10,873 | $54.0K | 0.00% | +8,986+476.2% | Added |
| Fieldpoint Private Securities, LLC | 10,674 | $53.0K | 0.01% | +2,195+25.9% | Added |
| Cresset Asset Management, LLC | 10,204 | $51.0K | 0.00% | −17,505−63.2% | Reduced |
| Oppenheimer & Co Inc | 10,283 | $51.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,099 | $50.0K | 0.00% | −122−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 10,110 | $50.0K | 0.00% | +10,110 | New |
| Fruth Investment Management | 10,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,480 | $41.9K | 0.00% | −998−10.5% | Reduced |
| Sandy Spring Bank | 8,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,192 | $40.0K | 0.00% | +8,192 | New |
| JPMorgan Chase & Co | 7,110 | $35.0K | 0.00% | −4,446−38.5% | Reduced |
| Tradition Wealth Management, LLC | 6,706 | $33.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,723 | $33.0K | 0.00% | +5,219+347.0% | Added |
| Carroll Financial Associates, Inc. | 6,576 | $32.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $28.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,399 | $26.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,287 | $26.0K | 0.00% | +5,287 | New |
| Geneos Wealth Management Inc. | 4,942 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,772 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,567 | $22.0K | 0.00% | −27,911−85.9% | Reduced |
| Citigroup Inc | 3,771 | $18.0K | 0.00% | −2−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,570 | $13.0K | 0.00% | +2,570 | New |
| Ahl Investment Management, Inc. | 2,200 | $11.0K | 0.01% | +2,200 | New |
| Glassman Wealth Services | 2,005 | $10.0K | 0.00% | −106−5.0% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | +1,994 | New |
| Fifth Third Bancorp | 1,580 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,603 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,485 | $7.00K | 0.00% | +1,485 | New |
| CWM, LLC | 1,231 | $6.00K | 0.00% | +1,231 | New |
| EverSource Wealth Advisors, LLC | 1,253 | $6.00K | 0.00% | +1,253 | New |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 881 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 750 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 819 | $4.00K | 0.00% | +180+28.2% | Added |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 684 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 612 | $3.00K | 0.00% | +578+1,700.0% | Added |
| RGT Wealth Advisors, LLC | 540 | $3.00K | 0.00% | +540 | New |
| Kelly Financial Services LLC | 516 | $2.55K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 502 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 326 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 319 | $2.00K | 0.00% | +319 | New |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 276 | $1.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 259 | $1.00K | 0.00% | +259 | New |
| Anchor Investment Management, LLC | 184 | $909 | 0.00% | −204−52.6% | Reduced |
| American Portfolios Advisors | 82 | $405 | 0.00% | −102−55.4% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8 | $0 | 0.00% | +1+14.3% | Added |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $0 | 0.00% | +87 | New |
| 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 |