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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 240,622 | $1.21M | 0.00% | −1,001,122−80.6% | Reduced |
| Natixis Advisors, L.P. | 253,642 | $1.28M | 0.00% | +15,044+6.3% | Added |
| Ethic Inc. | 273,392 | $1.38M | 0.07% | +147,930+117.9% | Added |
| Bank of America Corp | 306,004 | $1.54M | 0.00% | −10,415−3.3% | Reduced |
| US Bancorp | 359,463 | $1.81M | 0.00% | −14,690−3.9% | Reduced |
| Wells Fargo & Company | 442,334 | $2.23M | 0.00% | −1650.0% | Reduced |
| Old Mission Capital LLC | 490,437 | $2.47M | 0.11% | +236,984+93.5% | Added |
| SEI Investments Co | 496,007 | $2.50M | 0.01% | +1,091+0.2% | Added |
| Stifel Financial Corp | 498,914 | $2.51M | 0.00% | −42,293−7.8% | Reduced |
| The PNC Financial Services Group, Inc. | 588,138 | $2.96M | 0.00% | −66,478−10.2% | Reduced |
| Renaissance Technologies LLC | 595,596 | $3.00M | 0.00% | +595,596 | New |
| Dorsey Wright & Associates | 615,058 | $3.10M | 0.90% | +615,058 | New |
| Envestnet Asset Management Inc | 630,955 | $3.18M | 0.00% | −196,482−23.7% | Reduced |
| CIBC World Markets Inc. | 658,098 | $3.32M | 0.01% | −87,984−11.8% | Reduced |
| Northern Trust Corp | 743,229 | $3.75M | 0.00% | −32,924−4.2% | Reduced |
| American Century Companies Inc | 860,169 | $4.34M | 0.00% | +189,436+28.2% | Added |
| Grace & White Inc | 1,790,355 | $9.02M | 1.79% | −117,255−6.1% | Reduced |
| Optiver Holding B.V. | 2,075,175 | $10.5M | 0.63% | +953,663+85.0% | Added |
| Goldman Sachs Group Inc | 4,042,557 | $20.4M | 0.01% | −39,845−1.0% | Reduced |
| Raymond James & Associates | 4,153,531 | $20.9M | 0.02% | −199,942−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,374,674 | $22.0M | 0.03% | −845,140−16.2% | Reduced |
| Dimensional Fund Advisors LP | 4,612,641 | $23.2M | 0.01% | +576,088+14.3% | Added |
| BlackRock Inc. | 5,230,089 | $26.4M | 0.00% | −273,524−5.0% | Reduced |
| Private Management Group Inc | 5,233,052 | $26.4M | 1.17% | −90,951−1.7% | Reduced |
| Morgan Stanley | 6,174,390 | $31.1M | 0.00% | −128,861−2.0% | Reduced |
| Wellington Management Group LLP | 18,915,196 | $95.3M | 0.02% | +2,808,131+17.4% | Added |
| Dodge & Cox | 126,111,395 | $635.6M | 0.44% | −2,717,402−2.1% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | +5 | New |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −664,100−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −664,100−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −128,992−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −126,607−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −30,724−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −22,043−100.0% | Sold out |
| Nelson Capital Management, LLC | 0 | $0 | 0.00% | −18,211−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,738−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −11,007−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,409−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,121−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| CPWM, LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Pacific Center for Financial Services | – | – | – | – | Not filed |