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Livermore
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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.

Other share classesAEFCAEGOF

13F holders, Q1 2022

Institutional positions in Aegon Ltd. as of Mar 31, 2022. 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
206
+13 vs. Q4 2021
Shares held
201.4M
+36.6M (+22.2%) vs. Q4 2021
Total value
$1.07B
+$251.1M (+30.8%) vs. Q4 2021
New holders
37
63 more added
Sold out
24
56 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 206 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ1 2022: $1.07B
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2021.

Institutions holding AEG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dodge & Cox126,630,712$669.9M0.41%+10,966,556+9.5%Added
Wellington Management Group LLP22,147,428$117.2M0.02%+22,147,428New
Private Management Group Inc5,398,099$28.6M1.16%+27,146+0.5%Added
Parametric Portfolio Associates LLC5,304,335$28.1M0.01%+276,575+5.5%Added
Raymond James & Associates4,377,350$23.2M0.02%+228,802+5.5%Added
BlackRock Inc.4,142,664$21.9M0.00%−77,059−1.8%Reduced
Citadel Advisors LLC3,837,867$20.3M0.02%+3,689,702+2,490.3%Added
Goldman Sachs Group Inc3,811,605$20.2M0.01%+152,011+4.2%Added
Dimensional Fund Advisors LP3,613,502$19.1M0.01%+233,687+6.9%Added
Arrowstreet Capital, Limited Partnership2,309,597$12.2M0.02%−558,055−19.5%Reduced
Grace & White Inc1,813,313$9.59M1.81%−58,750−3.1%Reduced
Brandes Investment Partners, LP1,666,024$8.81M0.19%+49,462+3.1%Added
Morgan Stanley1,509,045$7.98M0.00%+59,862+4.1%Added
CIBC World Markets Inc.881,398$4.66M0.02%−3,248−0.4%Reduced
Dorsey Wright & Associates766,992$4.06M0.94%+766,992New
Northern Trust Corp725,281$3.84M0.00%−206,860−22.2%Reduced
The PNC Financial Services Group, Inc.658,300$3.48M0.00%+613+0.1%Added
Teachers Retirement System of the State of Kentucky581,300$3.08M0.03%+581,300New
Todd Asset Management LLC581,300$3.08M0.07%+581,300New
Envestnet Asset Management Inc574,058$3.04M0.00%+196,136+51.9%Added
Stifel Financial Corp543,864$2.88M0.00%+192,363+54.7%Added
SEI Investments Co492,395$2.60M0.01%−18,356−3.6%Reduced
Wells Fargo & Company446,140$2.36M0.00%−20,359−4.4%Reduced
American Century Companies Inc431,303$2.28M0.00%+165,800+62.4%Added
US Bancorp346,633$1.83M0.00%+9,147+2.7%Added
Bank of America Corp279,801$1.48M0.00%−9,703−3.4%Reduced
HighTower Advisors, LLC265,521$1.40M0.00%+1,171+0.4%Added
Royal Bank of Canada235,052$1.24M0.00%+3,313+1.4%Added
LPL Financial LLC213,738$1.13M0.00%+27,360+14.7%Added
Vanguard Group Inc189,442$1.00M0.00%−131,582−41.0%Reduced
Two Sigma Advisers, LP182,000$963.0K0.00%+182,000New
Natixis Advisors, L.P.180,536$955.0K0.00%−2,257−1.2%Reduced
Ethic Inc.177,582$939.0K0.06%+117,254+194.4%Added
Greenleaf Trust156,822$830.0K0.01%+193+0.1%Added
Group One Trading, L.P.156,256$827.0K0.02%+67,794+76.6%Added
Susquehanna Fundamental Investments, LLC149,474$791.0K0.02%+120,390+413.9%Added
First Hawaiian Bank147,363$780.0K0.02%+9,351+6.8%Added
Truist Financial Corp145,444$769.0K0.00%+14,001+10.7%Added
Cubist Systematic Strategies, LLC140,476$743.0K0.01%+120,268+595.2%Added
Hantz Financial Services, Inc.138,661$734.0K0.02%+11,700+9.2%Added
Marathon Capital Management136,336$721.0K0.21%−15,523−10.2%Reduced
Wetherby Asset Management Inc127,666$675.0K0.04%+800+0.6%Added
Ameriprise Financial Inc126,941$672.0K0.00%−142,839−52.9%Reduced
Crossmark Global Holdings, Inc.123,249$652.0K0.01%+372+0.3%Added
Altium Wealth Management LLC122,380$647.0K0.04%−5,358−4.2%Reduced
National Bank of Canada118,580$627.0K0.00%+2,632+2.3%Added
Quantbot Technologies LP116,200$614.0K0.05%+111,633+2,444.3%Added
O'Shaughnessy Asset Management, LLC115,784$612.0K0.01%−12,748−9.9%Reduced
Two Sigma Investments, LP104,486$553.0K0.00%+104,486New
Engineers Gate Manager LP103,866$549.0K0.02%+103,866New
Schechter Investment Advisors, LLC103,550$547.0K0.05%−6,338−5.8%Reduced
Mercer Global Advisors Inc99,342$526.0K0.00%+5,868+6.3%Added
FMR LLC99,175$525.0K0.00%+77,520+358.0%Added
Advisor Partners LLC97,708$517.0K0.03%+23,827+32.3%Added
Jane Street Group, LLC96,788$512.0K0.00%−506,958−84.0%Reduced
Signaturefd, LLC95,948$508.0K0.02%+4,942+5.4%Added
Eagle Asset Management Inc87,392$462.0K0.00%−5,961−6.4%Reduced
TownSquare Capital, LLC86,085$456.0K0.01%+70,858+465.3%Added
Highland Capital Management, LLC86,093$455.0K0.03%+50+0.1%Added
SG Americas Securities, LLC76,596$405.0K0.00%−47,498−38.3%Reduced
Guggenheim Capital LLC75,653$400.0K0.00%−28,963−27.7%Reduced
Advisor Group Holdings, Inc.40,768$399.0K0.00%+27,947+218.0%Added
Heritage Trust Co71,894$380.0K0.05%+53,568+292.3%Added
Institute for Wealth Management, LLC.71,267$377.0K0.06%+43,517+156.8%Added
Ritholtz Wealth Management66,761$353.0K0.02%−5,222−7.3%Reduced
Campbell & CO Investment Adviser LLC66,100$350.0K0.09%−13,100−16.5%Reduced
Bank of Montreal64,882$349.0K0.00%−1,998−3.0%Reduced
True North Advisors, LLC62,500$330.0K0.09%−228−0.4%Reduced
JustInvest LLC62,429$330.0K0.02%+26,364+73.1%Added
Creative Planning60,999$323.0K0.00%+1,379+2.3%Added
Vestmark Advisory Solutions, Inc.57,824$306.0K0.02%+57,824New
Miller Investment Management, LP57,015$302.0K0.05%00.0%Unchanged
Freestone Capital Holdings, LLC56,018$296.0K0.01%+45,908+454.1%Added
Wade G W & Inc52,021$275.0K0.01%00.0%Unchanged
Bank of New York Mellon Corp52,039$275.0K0.00%+11,126+27.2%Added
Dixon Hubard Feinour & Brown Inc50,318$266.0K0.03%+50,318New
Balasa Dinverno & Foltz LLC48,196$255.0K0.02%00.0%Unchanged
Franklin Street Advisors Inc45,710$242.0K0.02%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC45,710$238.0K0.01%00.0%Unchanged
Kestra Advisory Services, LLC44,371$235.0K0.00%−34,472−43.7%Reduced
Eaton Vance Management44,183$234.0K0.00%+26,543+150.5%Added
Comerica Bank39,316$229.0K0.00%00.0%Unchanged
Citizens Business Bank43,000$227.0K0.03%00.0%Unchanged
Corient Capital Partners, LLC42,506$225.0K0.01%+3,678+9.5%Added
Personal Cfo Solutions, LLC42,084$223.0K0.04%+42,084New
OLIO Financial Planning39,038$207.0K0.12%+39,038New
Commonwealth Equity Services, LLC38,443$203.0K0.00%−2,422−5.9%Reduced
Oppenheimer Asset Management Inc.38,055$201.0K0.00%−694−1.8%Reduced
Macquarie Group Ltd37,886$200.0K0.00%+37,886New
Cambridge Investment Research Advisors, Inc.36,734$194.0K0.00%−222−0.6%Reduced
Ar Asset Management Inc36,691$194.0K0.05%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.36,528$193.0K0.01%+4,397+13.7%Added
Summit Global Investments35,242$186.0K0.01%00.0%Unchanged
Bayesian Capital Management, LP35,100$186.0K0.03%+35,100New
Shilanski & Associates, Inc.33,343$176.0K0.07%+33,343New
Ballentine Partners, LLC32,974$174.0K0.01%−251−0.8%Reduced
Yousif Capital Management, LLC32,610$173.0K0.00%00.0%Unchanged
IFP Advisors, Inc18,075$168.0K0.00%+12,676+234.8%Added
Veriti Management LLC31,286$166.0K0.02%+4,430+16.5%Added
ExodusPoint Capital Management, LP30,107$159.0K0.00%−1,316−4.2%Reduced