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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

Q2 2022 vs. Q1 2022

How the institutions holding Aegon Ltd. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of AEG: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2065216+15
Shares201.4M6.05M202.0M+6.62M (+3.4%)
Value$1.07B$32.0M$884.7M−$148.8M (−14.4%)

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Aegon Ltd. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to AEG in Q2 2022
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd775,585$3.40M0.03%
Voloridge Investment Management, LLC264,858$1.16M0.01%
Prospera Financial Services Inc134,852$591.0K0.03%
Cordatus Wealth Management LLC127,293$558.0K0.26%
Russell Investments Group, Ltd.122,947$538.0K0.00%
Millennium Management LLC103,910$455.0K0.00%
Capital Asset Advisory Services LLC58,983$264.0K0.03%
Wrapmanager Inc48,046$210.0K0.07%
HRT Financial LP44,325$194.0K0.00%
Two Sigma Securities, LLC43,709$191.0K0.03%
Cary Street Partner Investment Advisory LLC38,180$167.0K0.01%
Stock Yards Bank & Trust Co35,337$154.0K0.01%
Cerity Partners LLC34,384$150.0K0.00%
Vident Investment Advisory, LLC32,631$143.0K0.00%
Atria Wealth Solutions, Inc.29,819$133.0K0.00%
Eqis Capital Management, Inc.29,453$129.0K0.01%
Claro Advisors LLC28,888$127.0K0.05%
Aigen Investment Management, LP22,495$99.0K0.02%
Henry James International Management, Inc.18,578$81.0K0.04%
Blueshift Asset Management, LLC17,005$74.0K0.01%
Caldwell Trust Co16,485$72.2K0.01%
Quantinno Capital Management LP15,164$66.0K0.01%
StoneX Group Inc.14,719$64.5K0.01%
Buckingham Strategic Wealth, LLC11,841$52.0K0.00%
Baker Tilly Wealth Management, LLC10,678$47.0K0.01%
Ronald Blue Trust, Inc.7,180$38.0K0.00%
Clear Street Markets LLC5,900$26.0K0.01%
Proequities, Inc.5,397$24.0K0.00%
SeaCrest Wealth Management, LLC5,164$23.0K0.00%
Bell Investment Advisors, Inc479$2.00K0.00%
Montag A & Associates Inc190$1.00K0.00%
CWM, LLC277$1.00K0.00%
Schubert & Co208$1.00K0.00%
Hallmark Capital Management Inc98$00.00%
Adirondack Trust Co22$00.00%
Hexagon Capital Partners LLC13$00.00%

Sold out (21)

Institutions that held Aegon Ltd. at the end of Q1 2022 and filed for Q2 2022 without it.

Not filed for Q2 2022 yet (5)

Institutions that held Aegon Ltd. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC5,304,335$28.1M
Teachers Retirement System of the State of Kentucky581,300$3.08M
Susquehanna Fundamental Investments, LLC149,474$791.0K
Boit C F David14,695$78.0K
Dixon Hughes Goodman Wealth Advisors LLC224$1.00K