Skip to main content

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
Global Retirement Partners, LLC533$2.69K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA479$2.41K0.00%−6,141−92.8%Reduced
JTC Employer Solutions Trusteee Ltd333$2.00K0.00%00.0%Unchanged
Advisory Services Network, LLC382$1.93K0.00%+382New
Steward Partners Investment Advisory, LLC378$1.91K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC354$1.78K0.00%00.0%Unchanged
Hexagon Capital Partners LLC337$1.70K0.00%−41−10.8%Reduced
Schubert & Co317$1.60K0.00%+39+14.0%Added
Column Capital Advisors, LLC310$1.56K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc290$1.46K0.00%+290New
Belpointe Asset Management LLC265$1.34K0.00%+265New
Accurate Wealth Management, LLC231$1.22K0.00%+231New
Whittier Trust Co228$1.15K0.00%−4,544−95.2%Reduced
Anchor Investment Management, LLC184$9270.00%00.0%Unchanged
Corrado Advisors, LLC98$4940.00%+98New
Accel Wealth Management87$4380.00%00.0%Unchanged
AdvisorNet Financial, Inc72$3630.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC57$2870.00%+57New
New England Capital Financial Advisors LLC11$590.00%+11New
Lee Financial Co8$400.00%00.0%Unchanged
Sargent Bickham Lagudis LLC8$400.00%00.0%Unchanged
Cedar Mountain Advisors, LLC2$100.00%00.0%Unchanged
Huntington National Bank1$50.00%00.0%Unchanged
GWM Advisors LLC1,008$50.00%+1,008New
Rockefeller Capital Management L.P.281$00.00%−11−3.8%Reduced
Valley National Advisers Inc112$00.00%00.0%Unchanged
Steward Financial Group LLC44$00.00%+44New
Sofos Investments, Inc.5––+5New
Teachers Retirement System of the State of Kentucky0$00.00%−664,100−100.0%Sold out
Todd Asset Management LLC0$00.00%−664,100−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−128,992−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−126,607−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−30,724−100.0%Sold out
Boston Private Wealth LLC0$00.00%−22,043−100.0%Sold out
Nelson Capital Management, LLC0$00.00%−18,211−100.0%Sold out
Vanguard Capital Wealth Advisors0$00.00%−11,951−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,738−100.0%Sold out
DGS Capital Management, LLC0$00.00%−11,007−100.0%Sold out
Captrust Financial Advisors0$00.00%−10,409−100.0%Sold out
Group One Trading, L.P.0$00.00%−5,121−100.0%Sold out
Arlington Partners LLC0$00.00%−1,485−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−385−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−136−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−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