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, Q4 2022
Institutional positions in Aegon Ltd. as of Dec 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
- 228
- +20 vs. Q3 2022
- Shares held
- 198.1M
- −1.92M (−1.0%) vs. Q3 2022
- Total value
- $998.4M
- +$206.4M (+26.1%) vs. Q3 2022
- New holders
- 36
- 61 more added
- Sold out
- 16
- 79 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 281 | $0 | 0.00% | −11−3.8% | Reduced |
| Valley National Advisers Inc | 112 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 44 | $0 | 0.00% | +44 | New |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,008 | $5 | 0.00% | +1,008 | New |
| Cedar Mountain Advisors, LLC | 2 | $10 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $40 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8 | $40 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $59 | 0.00% | +11 | New |
| Sugarloaf Wealth Management, LLC | 57 | $287 | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 72 | $363 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $438 | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 98 | $494 | 0.00% | +98 | New |
| Anchor Investment Management, LLC | 184 | $927 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 228 | $1.15K | 0.00% | −4,544−95.2% | Reduced |
| Accurate Wealth Management, LLC | 231 | $1.22K | 0.00% | +231 | New |
| Belpointe Asset Management LLC | 265 | $1.34K | 0.00% | +265 | New |
| Glass Jacobson Investment Advisors llc | 290 | $1.46K | 0.00% | +290 | New |
| Column Capital Advisors, LLC | 310 | $1.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 317 | $1.60K | 0.00% | +39+14.0% | Added |
| Hexagon Capital Partners LLC | 337 | $1.70K | 0.00% | −41−10.8% | Reduced |
| St. Johns Investment Management Company, LLC | 354 | $1.78K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.91K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 382 | $1.93K | 0.00% | +382 | New |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 479 | $2.41K | 0.00% | −6,141−92.8% | Reduced |
| Global Retirement Partners, LLC | 533 | $2.69K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 539 | $2.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 682 | $3.44K | 0.00% | −8,987−92.9% | Reduced |
| Laurel Wealth Planning LLC | 731 | $3.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 766 | $3.86K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 952 | $4.80K | 0.00% | +952 | New |
| North Star Investment Management Corp. | 970 | $4.89K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,007 | $5.00K | 0.00% | +503+99.8% | Added |
| Montag A & Associates Inc | 1,013 | $5.11K | 0.00% | +823+433.2% | Added |
| Umb Bank N A | 1,446 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,540 | $7.76K | 0.00% | −213−12.2% | Reduced |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −808−30.0% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,090 | $10.5K | 0.00% | +300+16.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,840 | $14.3K | 0.00% | +444+18.5% | Added |
| Savant Capital, LLC | 15,468 | $14.5K | 0.00% | +15,468 | New |
| Allworth Financial LP | 3,430 | $17.3K | 0.00% | +1,414+70.1% | Added |
| Sandy Spring Bank | 4,000 | $20.2K | 0.00% | −2,000−33.3% | Reduced |
| Proequities, Inc. | 4,896 | $24.7K | 0.00% | +4,896 | New |
| Bartlett & Co. LLC | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $26.0K | 0.00% | +5,164 | New |
| Citigroup Inc | 5,219 | $26.3K | 0.00% | +1,446+38.3% | Added |
| CKW Financial Group | 5,900 | $30.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,870 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,702 | $38.0K | 0.00% | −1,014−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,730 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,816 | $39.0K | 0.00% | +4,920+169.9% | Added |
| Fruth Investment Management | 10,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 10,027 | $50.5K | 0.00% | +10,027 | New |
| Quantinno Capital Management LP | 10,115 | $51.0K | 0.00% | −11,449−53.1% | Reduced |
| Five Oceans Advisors | 10,129 | $51.0K | 0.04% | +22+0.2% | Added |
| Bayesian Capital Management, LP | 10,200 | $51.4K | 0.01% | +10,200 | New |
| Alliance Wealth Advisors, LLC | 10,315 | $52.0K | 0.02% | +10,315 | New |
| Verus Capital Partners, LLC | 10,500 | $52.9K | 0.01% | −750−6.7% | Reduced |
| Pathstone Family Office, LLC | 30,376 | $53.2K | 0.00% | −1,550−4.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,724 | $54.0K | 0.01% | −4,910−31.4% | Reduced |
| Two Sigma Securities, LLC | 10,976 | $55.3K | 0.01% | +10,976 | New |
| Relative Value Partners Group, LLC | 11,000 | $55.4K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,033 | $55.6K | 0.01% | +11,033 | New |
| Raymond James Trust N.A. | 11,049 | $56.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,135 | $56.1K | 0.00% | −606−5.2% | Reduced |
| Virtu Financial LLC | 11,247 | $57.0K | 0.01% | −50,040−81.6% | Reduced |
| Moreno Evelyn V | 11,691 | $58.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,526 | $63.1K | 0.00% | −3,017−19.4% | Reduced |
| Ground Swell Capital, LLC | 12,632 | $63.7K | 0.28% | +12,632 | New |
| Money Concepts Capital Corp | 12,694 | $63.9K | 0.00% | +12,694 | New |
| We Are One Seven, LLC | 13,192 | $66.5K | 0.01% | +1,644+14.2% | Added |
| Lindbrook Capital, LLC | 13,437 | $67.7K | 0.01% | −183−1.3% | Reduced |
| FourThought Financial Partners, LLC | 13,458 | $67.8K | 0.01% | +13,458 | New |
| Bokf, NA | 13,916 | $70.1K | 0.00% | +332+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 14,381 | $72.5K | 0.01% | +1,893+15.2% | Added |
| Dorsey & Whitney Trust CO LLC | 14,467 | $72.9K | 0.01% | −2,982−17.1% | Reduced |
| Henry James International Management, Inc. | 14,474 | $72.9K | 0.04% | −4,100−22.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14,505 | $73.1K | 0.01% | +11,327+356.4% | Added |
| Vista Wealth Management Group, LLC | 14,936 | $75.3K | 0.01% | +14+0.1% | Added |
| Burns Matteson Capital Management, LLC | 15,323 | $77.2K | 0.05% | −1,071−6.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,325 | $77.2K | 0.00% | +15,325 | New |
| Veracity Capital LLC | 15,331 | $77.3K | 0.04% | −2,036−11.7% | Reduced |
| Clarius Group, LLC | 15,470 | $78.0K | 0.01% | −1,984−11.4% | Reduced |
| Forum Financial Management, LP | 16,119 | $81.2K | 0.00% | +100+0.6% | Added |
| Mutual Advisors, LLC | 16,207 | $81.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,315 | $82.2K | 0.00% | +1,865+12.9% | Added |
| Cetera Investment Advisers | 16,333 | $82.2K | 0.00% | −13,471−45.2% | Reduced |
| Private Advisor Group, LLC | 16,634 | $83.8K | 0.00% | −904−5.2% | Reduced |
| Guggenheim Capital LLC | 16,857 | $85.0K | 0.00% | −407−2.4% | Reduced |
| JPMorgan Chase & Co | 17,085 | $87.0K | 0.00% | +3,096+22.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,684 | $89.0K | 0.01% | +1,558+9.7% | Added |
| Sequoia Financial Advisors, LLC | 17,666 | $89.0K | 0.00% | +4,859+37.9% | Added |