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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

Q3 2022 vs. Q2 2022

How the institutions holding Aegon Ltd. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of AEG: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders2166215+5
Shares202.0M933.5K200.2M−805.8K (−0.4%)
Value$884.7M$4.09M$792.7M−$87.9M (−10.0%)

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Aegon Ltd. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to AEG in Q3 2022
InstitutionSharesValue% of portfolio
Optiver Holding B.V.1,121,512$4.44M0.00%
Teachers Retirement System of the State of Kentucky664,100$2.63M0.03%
Old Mission Capital LLC253,453$1.00M0.04%
Legacy Wealth Asset Management, LLC122,137$484.0K0.21%
Simplex Trading, LLC107,482$425.0K0.02%
Mariner, LLC99,910$396.0K0.00%
Advisor Partners II, LLC91,621$363.0K0.03%
Wipfli Financial Advisors LLC,72,069$285.0K0.02%
Wealth Architects, LLC43,914$174.0K0.04%
Squarepoint Ops LLC30,646$121.0K0.00%
RBF Capital, LLC30,000$119.0K0.01%
Principal Street Partners, LLC25,657$102.0K0.03%
Janney Montgomery Scott LLC22,034$87.0K0.00%
Boston Private Wealth LLC22,043$87.0K0.00%
Oppenheimer & Co Inc21,546$86.0K0.00%
Dorsey & Whitney Trust CO LLC17,449$69.0K0.01%
Susquehanna International Group, LLP11,738$46.0K0.00%
Verus Capital Partners, LLC11,250$45.0K0.01%
Relative Value Partners Group, LLC11,000$44.0K0.00%
Five Oceans Advisors10,107$40.0K0.03%
Penserra Capital Management LLC8,658$34.0K0.00%
BNP Paribas Arbitrage, SA6,620$26.2K0.00%
Tower Research Capital LLC (TRC)2,896$11.0K0.00%
Central Trust Co750$3.00K0.00%
Atlantic Trust, LLC628$2.00K0.00%
Absolute Capital Management, LLC385$1.54K0.00%
University of Texas/Texas Am Investment Managment Co136$1.00K0.00%
Almanack Investment Partners, LLC.128$1.00K0.00%
JTC Employer Solutions Trusteee Ltd333$1.00K0.00%
Pacific Center for Financial Services36$00.00%

Sold out (25)

Institutions that held Aegon Ltd. at the end of Q2 2022 and filed for Q3 2022 without it.

Not filed for Q3 2022 yet (6)

Institutions that held Aegon Ltd. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Dorsey Wright & Associates675,391$2.96M
Altium Wealth Management LLC122,379$536.0K
Advisor Partners LLC81,268$356.0K
Dixon Hubard Feinour & Brown Inc50,318$220.0K
Fieldpoint Private Securities, LLC3,839$17.0K
Private Capital Group, LLC276$1.00K