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, Q3 2022
Institutional positions in Aegon Ltd. as of Sep 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
- 215
- +5 vs. Q2 2022
- Shares held
- 200.2M
- −805.8K (−0.4%) vs. Q2 2022
- Total value
- $792.7M
- −$87.9M (−10.0%) vs. Q2 2022
- New holders
- 30
- 77 more added
- Sold out
- 25
- 64 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 776,153 | $3.07M | 0.00% | +28,684+3.8% | Added |
| Envestnet Asset Management Inc | 827,437 | $3.27M | 0.00% | −566,218−40.6% | Reduced |
| Optiver Holding B.V. | 1,121,512 | $4.44M | 0.00% | +1,121,512 | New |
| Citadel Advisors LLC | 1,241,744 | $4.92M | 0.01% | −89,371−6.7% | Reduced |
| Brandes Investment Partners, LP | 1,350,844 | $5.35M | 0.14% | −207,584−13.3% | Reduced |
| Grace & White Inc | 1,907,610 | $7.55M | 1.63% | +86,697+4.8% | Added |
| Dimensional Fund Advisors LP | 4,036,553 | $16.0M | 0.01% | +216,728+5.7% | Added |
| Goldman Sachs Group Inc | 4,082,402 | $16.2M | 0.00% | +93,756+2.4% | Added |
| Raymond James & Associates | 4,353,473 | $17.2M | 0.02% | +64,129+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 5,219,814 | $20.7M | 0.03% | +3,190,248+157.2% | Added |
| Private Management Group Inc | 5,324,003 | $21.1M | 0.98% | −16,084−0.3% | Reduced |
| BlackRock Inc. | 5,503,613 | $21.8M | 0.00% | +697,389+14.5% | Added |
| Morgan Stanley | 6,303,251 | $25.0M | 0.00% | −294,765−4.5% | Reduced |
| Wellington Management Group LLP | 16,107,065 | $63.8M | 0.01% | −5,583,017−25.7% | Reduced |
| Dodge & Cox | 128,828,797 | $510.2M | 0.39% | +1,091,805+0.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,397−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −775,585−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −193,267−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −134,852−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −127,293−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −58,983−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −43,709−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −42,043−100.0% | Sold out |
| OLIO Financial Planning | 0 | $0 | 0.00% | −39,038−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,495−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −16,485−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,263−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,719−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,266−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |