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 |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 5,304,335 | $28.1M | 0.01% | +276,575+5.5% | Added |
| Private Management Group Inc | 5,398,099 | $28.6M | 1.16% | +27,146+0.5% | Added |
| Wellington Management Group LLP | 22,147,428 | $117.2M | 0.02% | +22,147,428 | New |
| Dodge & Cox | 126,630,712 | $669.9M | 0.41% | +10,966,556+9.5% | Added |
| Aaron Wealth Advisors | 27,465 | – | – | +27,465 | New |
| SFI Advisors, LLC | 126 | – | – | +126 | New |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,219,669−100.0% | Sold out |
| Henry James International Management, Inc. | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −68,419−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −45,997−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −39,038−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −20,528−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,695−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,402−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −13,139−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −12,935−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −11,575−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,283−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |