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, 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $0 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 86 | $0 | 0.00% | +86 | New |
| Steward Financial Group LLC | 44 | $0 | 0.00% | +44 | New |
| TCWP LLC | 68 | $0 | 0.00% | +68 | New |
| Anchor Investment Management, LLC | 184 | $973 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 224 | $1.00K | 0.00% | +224 | New |
| Manchester Capital Management LLC | 291 | $2.00K | 0.00% | −22−7.0% | Reduced |
| AdvisorNet Financial, Inc | 319 | $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 |
| Gemmer Asset Management LLC | 502 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 276 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 286 | $2.00K | 0.00% | +286 | New |
| Kelly Financial Services LLC | 516 | $2.73K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 632 | $3.34K | 0.00% | +550+670.7% | Added |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 684 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 881 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,055 | $6.00K | 0.00% | +1,055 | New |
| EverSource Wealth Advisors, LLC | 1,253 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,580 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,485 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −8,986−82.6% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,128 | $11.0K | 0.00% | +525+32.8% | Added |
| Glassman Wealth Services | 2,236 | $12.0K | 0.00% | +231+11.5% | Added |
| Tower Research Capital LLC (TRC) | 3,605 | $19.0K | 0.00% | +1,035+40.3% | Added |
| Citigroup Inc | 3,771 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,772 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $26.0K | 0.00% | +5,000 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $26.4K | 0.00% | +5,000 | New |
| Umb Bank N A | 5,164 | $27.0K | 0.00% | −123−2.3% | Reduced |
| Captrust Financial Advisors | 5,231 | $28.0K | 0.00% | −1,492−22.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,000 | $32.0K | 0.00% | −2,000−25.0% | Reduced |
| CKW Financial Group | 5,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,730 | $40.9K | 0.00% | −750−8.8% | Reduced |
| JFS Wealth Advisors, LLC | 9,222 | $49.0K | 0.00% | −2,320−20.1% | Reduced |
| Fruth Investment Management | 10,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,277 | $53.0K | 0.00% | +3,167+44.5% | Added |
| Fieldpoint Private Securities, LLC | 10,159 | $54.0K | 0.01% | −515−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,963 | $58.0K | 0.00% | −623−5.4% | Reduced |
| Raymond James Trust N.A. | 11,049 | $58.0K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 11,250 | $59.0K | 0.01% | +11,250 | New |
| Lindbrook Capital, LLC | 11,331 | $60.0K | 0.01% | −2,773−19.7% | Reduced |
| Moreno Evelyn V | 11,691 | $62.0K | 0.01% | +11,691 | New |
| Bokf, NA | 12,047 | $63.0K | 0.00% | −1,329−9.9% | Reduced |
| Parallel Advisors, LLC | 11,688 | $63.0K | 0.00% | −452−3.7% | Reduced |
| Pathstone Family Office, LLC | 11,187 | $66.0K | 0.00% | −665−5.6% | Reduced |
| Money Concepts Capital Corp | 12,526 | $66.0K | 0.00% | +12,526 | New |
| State Street Corp | 13,095 | $69.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,300 | $70.0K | 0.00% | −112−0.8% | Reduced |
| DGS Capital Management, LLC | 13,266 | $70.0K | 0.04% | +13,266 | New |
| Fox Run Management, L.L.C. | 13,507 | $71.0K | 0.04% | +13,507 | New |
| FourThought Financial, LLC | 14,062 | $74.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,196 | $75.0K | 0.00% | −19,966−58.4% | Reduced |
| We Are One Seven, LLC | 14,203 | $75.0K | 0.01% | +14,203 | New |
| Vanguard Capital Wealth Advisors | 14,419 | $76.0K | 0.05% | −1,219−7.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,511 | $77.0K | 0.01% | −158−1.1% | Reduced |
| Boit C F David | 14,695 | $78.0K | 0.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,400 | $81.0K | 0.00% | +15,400 | New |
| Mutual Advisors, LLC | 15,464 | $82.0K | 0.00% | −96,437−86.2% | Reduced |
| Brinker Capital Investments, LLC | 15,442 | $82.0K | 0.00% | +4,519+41.4% | Added |
| Cetera Investment Advisers | 15,532 | $82.0K | 0.00% | +15,532 | New |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $83.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 15,735 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 15,942 | $84.0K | 0.10% | −23−0.1% | Reduced |
| Burns Matteson Capital Management, LLC | 16,023 | $84.8K | 0.06% | +16,023 | New |
| CPWM, LLC | 16,009 | $85.0K | 0.01% | +1,235+8.4% | Added |
| Ellevest, Inc. | 16,386 | $87.0K | 0.01% | −1,602−8.9% | Reduced |
| Vista Wealth Management Group, LLC | 16,588 | $88.0K | 0.01% | +1,169+7.6% | Added |
| Clarius Group, LLC | 18,866 | $93.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,572 | $93.0K | 0.01% | −663−3.6% | Reduced |
| UBS Group AG | 17,822 | $94.0K | 0.00% | −17,848−50.0% | Reduced |
| Private Advisor Group, LLC | 18,033 | $95.0K | 0.00% | +227+1.3% | Added |
| Nelson Capital Management, LLC | 18,211 | $96.0K | 0.02% | +200+1.1% | Added |
| Veracity Capital LLC | 18,299 | $97.0K | 0.04% | +18,299 | New |
| Sequoia Financial Advisors, LLC | 18,740 | $99.0K | 0.00% | +5,454+41.1% | Added |
| Contravisory Investment Management, Inc. | 19,756 | $105.0K | 0.03% | +19,756 | New |
| CAPROCK Group, Inc. | 20,125 | $106.0K | 0.01% | +10,026+99.3% | Added |
| DeDora Capital, Inc. | 20,253 | $107.0K | 0.04% | −629−3.0% | Reduced |
| AE Wealth Management LLC | 20,675 | $109.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 22,471 | $119.0K | 0.04% | +950+4.4% | Added |
| Evergreen Capital Management LLC | 23,545 | $125.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,519 | $130.0K | 0.01% | −120.0% | Reduced |
| Spire Wealth Management | 25,455 | $135.0K | 0.00% | −253−1.0% | Reduced |
| First Trust Advisors LP | 26,539 | $140.0K | 0.00% | −4,716−15.1% | Reduced |
| Rockefeller Capital Management L.P. | 26,662 | $140.0K | 0.00% | +2,928+12.3% | Added |