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, Q2 2022
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 216
- +15 vs. Q1 2022
- Shares held
- 202.0M
- +6.62M (+3.4%) vs. Q1 2022
- Total value
- $884.7M
- −$148.8M (−14.4%) vs. Q1 2022
- New holders
- 36
- 64 more added
- Sold out
- 21
- 61 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 747,469 | $3.27M | 0.00% | +22,188+3.1% | Added |
| Qube Research & Technologies Ltd | 775,585 | $3.40M | 0.03% | +775,585 | New |
| CIBC World Markets Inc. | 860,199 | $3.77M | 0.01% | −21,199−2.4% | Reduced |
| Citadel Advisors LLC | 1,331,115 | $5.83M | 0.01% | −2,506,752−65.3% | Reduced |
| Envestnet Asset Management Inc | 1,393,655 | $6.10M | 0.00% | +819,597+142.8% | Added |
| Brandes Investment Partners, LP | 1,558,428 | $6.83M | 0.17% | −107,596−6.5% | Reduced |
| Grace & White Inc | 1,820,913 | $7.98M | 1.66% | +7,600+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,029,566 | $8.89M | 0.01% | −280,031−12.1% | Reduced |
| Dimensional Fund Advisors LP | 3,819,825 | $16.7M | 0.01% | +206,323+5.7% | Added |
| Goldman Sachs Group Inc | 3,988,646 | $17.5M | 0.01% | +177,041+4.6% | Added |
| Raymond James & Associates | 4,289,344 | $18.8M | 0.02% | −88,006−2.0% | Reduced |
| BlackRock Inc. | 4,806,224 | $21.1M | 0.00% | +663,560+16.0% | Added |
| Private Management Group Inc | 5,340,087 | $23.4M | 1.03% | −58,012−1.1% | Reduced |
| Morgan Stanley | 6,598,016 | $28.9M | 0.00% | +5,088,971+337.2% | Added |
| Wellington Management Group LLP | 21,690,082 | $95.0M | 0.02% | −457,346−2.1% | Reduced |
| Dodge & Cox | 127,736,992 | $559.5M | 0.39% | +1,106,280+0.9% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −104,486−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −56,018−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −44,183−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −33,343−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −26,539−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −14,511−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,196−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12,526−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −27,465−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Boit C F David | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |