Skip to main content
Livermore
Livermore
ZHEN

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

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.

Institutional holdersQ4 2022: 228 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ4 2022: $998.4M
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2022.

Institutions holding AEG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaQ Advisors LLC18,129$91.4K0.08%+18,129New
Contravisory Investment Management, Inc.19,450$98.0K0.03%−61−0.3%Reduced
Capital Asset Advisory Services LLC18,382$100.9K0.01%+18,382New
Institute for Wealth Management, LLC.20,110$101.4K0.02%−3,317−14.2%Reduced
DeDora Capital, Inc.20,253$102.1K0.05%00.0%Unchanged
Sage Rhino Capital LLC20,525$103.4K0.03%−396−1.9%Reduced
CAPROCK Group, Inc.20,643$104.0K0.01%+518+2.6%Added
AE Wealth Management LLC20,675$104.2K0.00%00.0%Unchanged
Brinker Capital Investments, LLC20,758$104.6K0.00%−58−0.3%Reduced
Oppenheimer & Co Inc21,984$110.8K0.00%+438+2.0%Added
Janney Montgomery Scott LLC22,034$111.0K0.00%00.0%Unchanged
Millennium Management LLC22,160$112.0K0.00%−30,916−58.2%Reduced
State Street Corp22,273$112.3K0.00%+9,178+70.1%Added
Principal Street Partners, LLC22,674$114.3K0.03%−2,983−11.6%Reduced
Beverly Hills Private Wealth, LLC23,296$117.4K0.05%+23,296New
Glenmede Trust Co NA23,708$119.5K0.00%+4,502+23.4%Added
Lake Street Advisors Group, LLC24,271$122.0K0.01%+483+2.0%Added
Baker Ellis Asset Management LLC25,000$126.0K0.02%+25,000New
Franklin Resources Inc25,781$129.9K0.00%+953+3.8%Added
Penserra Capital Management LLC25,974$130.0K0.00%+17,316+200.0%Added
Capital Wealth Planning, LLC25,974$130.9K0.00%+25,974New
IFP Advisors, Inc15,243$134.0K0.00%−1,098−6.7%Reduced
Deutsche Bank AG29,001$146.2K0.00%00.0%Unchanged
Quantbot Technologies LP29,185$147.1K0.01%+29,185New
Atria Wealth Solutions, Inc.29,831$150.3K0.00%00.0%Unchanged
RBF Capital, LLC30,000$151.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC30,246$152.4K0.02%+834+2.8%Added
Yousif Capital Management, LLC32,375$163.2K0.00%00.0%Unchanged
Claro Advisors LLC32,397$163.3K0.05%+3,509+12.1%Added
Wealth Architects, LLC32,440$163.5K0.03%−11,474−26.1%Reduced
Wrapmanager Inc33,760$170.0K0.05%−3,308−8.9%Reduced
Cambridge Investment Research Advisors, Inc.34,602$174.0K0.00%−4,177−10.8%Reduced
Stock Yards Bank & Trust Co35,337$178.0K0.01%00.0%Unchanged
Summit Global Investments35,242$178.0K0.02%00.0%Unchanged
Ellevest, Inc.35,776$180.3K0.02%+19,994+126.7%Added
Oppenheimer Asset Management Inc.35,934$181.1K0.00%−2,439−6.4%Reduced
Vanguard Group Inc36,455$183.7K0.00%00.0%Unchanged
Ar Asset Management Inc36,691$185.0K0.05%00.0%Unchanged
Eqis Capital Management, Inc.37,220$187.6K0.02%−672−1.8%Reduced
Personal Cfo Solutions, LLC37,989$191.5K0.04%−2,871−7.0%Reduced
Cerity Partners LLC38,459$193.8K0.00%+2,825+7.9%Added
Ballentine Partners, LLC39,708$200.1K0.01%+5,126+14.8%Added
Cary Street Partner Investment Advisory LLC39,752$200.3K0.01%−714−1.8%Reduced
Shilanski & Associates, Inc.40,475$204.0K0.09%+40,475New
Macquarie Group Ltd41,400$209.0K0.00%+6,885+19.9%Added
Comerica Bank39,386$213.0K0.00%00.0%Unchanged
Vestmark Advisory Solutions, Inc.43,313$218.3K0.01%−420−1.0%Reduced
Blueshift Asset Management, LLC44,182$222.7K0.10%+12,875+41.1%Added
Franklin Street Advisors Inc45,710$230.0K0.02%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC45,710$230.4K0.01%00.0%Unchanged
Evergreen Capital Management LLC47,187$237.8K0.01%+5,925+14.4%Added
Commonwealth Equity Services, LLC48,039$242.0K0.00%+5,574+13.1%Added
Advisor Group Holdings, Inc.50,170$251.8K0.00%−2,312−4.4%Reduced
Veriti Management LLC54,875$276.6K0.04%+2,313+4.4%Added
Wade G W & Inc55,013$277.0K0.01%−7,876−12.5%Reduced
Miller Investment Management, LP57,015$287.4K0.05%00.0%Unchanged
Qube Research & Technologies Ltd59,715$301.0K0.00%+59,715New
Cetera Advisor Networks LLC60,561$304.9K0.00%+60,561New
Ritholtz Wealth Management60,846$306.7K0.02%−3,719−5.8%Reduced
Bank of New York Mellon Corp61,819$311.6K0.00%+20,083+48.1%Added
True North Advisors, LLC62,500$315.0K0.11%00.0%Unchanged
Kestra Advisory Services, LLC63,103$318.0K0.00%−2,403−3.7%Reduced
Bank of Montreal67,854$345.9K0.00%−606−0.9%Reduced
Highland Capital Management, LLC74,830$377.0K0.03%−350−0.5%Reduced
Squarepoint Ops LLC76,425$385.2K0.00%+45,779+149.4%Added
SG Americas Securities, LLC76,596$386.0K0.01%00.0%Unchanged
JustInvest LLC79,503$400.7K0.02%+10,537+15.3%Added
Eagle Asset Management Inc79,846$403.0K0.00%−1,674−2.1%Reduced
HighTower Advisors, LLC80,718$408.0K0.00%−6,007−6.9%Reduced
Advisor Partners II, LLC81,051$408.5K0.03%−10,570−11.5%Reduced
Legacy Wealth Asset Management, LLC85,336$430.1K0.16%−36,801−30.1%Reduced
XY Capital Ltd86,064$433.8K0.36%+86,064New
Jane Street Group, LLC87,517$441.1K0.00%+6,752+8.4%Added
Vident Investment Advisory, LLC88,055$443.8K0.02%+40,539+85.3%Added
Signaturefd, LLC92,624$466.8K0.01%−4,873−5.0%Reduced
TownSquare Capital, LLC98,268$495.3K0.01%+4,509+4.8%Added
Mercer Global Advisors Inc100,769$508.0K0.00%−10,910−9.8%Reduced
Schechter Investment Advisors, LLC104,284$525.1K0.05%−2,190−2.1%Reduced
HRT Financial LP105,805$533.0K0.01%+11,226+11.9%Added
O'Shaughnessy Asset Management, LLC108,531$547.0K0.01%−6,259−5.5%Reduced
UBS Group AG111,617$562.5K0.00%+64,764+138.2%Added
Ameriprise Financial Inc112,262$566.0K0.00%−146,508−56.6%Reduced
Mariner, LLC112,352$566.0K0.00%+12,442+12.5%Added
National Bank of Canada120,335$605.1K0.00%−1,179−1.0%Reduced
Crossmark Global Holdings, Inc.121,585$613.0K0.02%−5,912−4.6%Reduced
Marathon Capital Management122,089$615.3K0.17%−3,936−3.1%Reduced
Russell Investments Group, Ltd.125,874$634.4K0.00%00.0%Unchanged
Simplex Trading, LLC127,791$644.0K0.03%+20,309+18.9%Added
CI Private Wealth, LLC130,635$658.2K0.00%+130,635New
Truist Financial Corp138,392$697.5K0.00%−419−0.3%Reduced
FMR LLC139,673$704.0K0.00%−39,533−22.1%Reduced
First Hawaiian Bank146,389$738.0K0.03%+431+0.3%Added
Hantz Financial Services, Inc.148,907$750.0K0.02%+1,433+1.0%Added
Brandes Investment Partners, LP154,618$779.3K0.02%−1,196,226−88.6%Reduced
Cubist Systematic Strategies, LLC156,869$790.6K0.01%+55,785+55.2%Added
LPL Financial LLC160,558$809.2K0.00%+2,845+1.8%Added
Greenleaf Trust170,100$857.0K0.01%+2,607+1.6%Added
Creative Planning171,363$863.7K0.00%+82,092+92.0%Added
Wetherby Asset Management Inc193,923$977.4K0.06%+30,272+18.5%Added
Royal Bank of Canada237,840$1.20M0.00%−6,228−2.6%Reduced