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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, Q1 2023

Institutional positions in Aegon Ltd. as of Mar 31, 2023. 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
229
+5 vs. Q4 2022
Shares held
196.1M
−1.96M (−1.0%) vs. Q4 2022
Total value
$843.3M
−$154.8M (−15.5%) vs. Q4 2022
New holders
27
73 more added
Sold out
22
78 more reduced

4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 229 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 heldQ1 2023: $843.3M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2022.

Institutions holding AEG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dodge & Cox125,808,795$541.0M0.37%−302,600−0.2%Reduced
Wellington Management Group LLP18,811,559$80.9M0.02%−103,637−0.5%Reduced
Morgan Stanley6,090,701$26.2M0.00%−83,689−1.4%Reduced
BlackRock Inc.5,076,598$21.8M0.00%−153,491−2.9%Reduced
Dimensional Fund Advisors LP4,858,289$20.9M0.01%+245,648+5.3%Added
Private Management Group Inc4,473,381$19.2M0.87%−759,671−14.5%Reduced
Raymond James & Associates4,204,515$18.1M0.02%+50,984+1.2%Added
Goldman Sachs Group Inc3,565,183$15.3M0.00%−477,374−11.8%Reduced
Optiver Holding B.V.2,846,111$12.2M0.57%+770,936+37.2%Added
Grace & White Inc1,700,518$7.31M1.40%−89,837−5.0%Reduced
Brandes Investment Partners, LP1,351,339$5.81M0.12%+1,196,721+774.0%Added
Qube Research & Technologies Ltd1,132,644$4.87M0.03%+1,072,929+1,796.7%Added
Wells Fargo & Company1,034,560$4.45M0.00%+592,226+133.9%Added
American Century Companies Inc975,821$4.20M0.00%+115,652+13.4%Added
Citadel Advisors LLC786,559$3.38M0.00%+545,937+226.9%Added
Northern Trust Corp666,127$2.86M0.00%−77,102−10.4%Reduced
The PNC Financial Services Group, Inc.595,075$2.56M0.00%+6,937+1.2%Added
Dorsey Wright & Associates578,409$2.49M0.75%−36,649−6.0%Reduced
CIBC World Markets Inc.544,500$2.34M0.01%−113,598−17.3%Reduced
SEI Investments Co496,854$2.14M0.00%+847+0.2%Added
Stifel Financial Corp480,301$2.07M0.00%−18,613−3.7%Reduced
Envestnet Asset Management Inc403,843$1.74M0.00%−227,112−36.0%Reduced
US Bancorp349,523$1.50M0.00%−9,940−2.8%Reduced
Old Mission Capital LLC344,586$1.48M0.05%−145,851−29.7%Reduced
Renaissance Technologies LLC299,596$1.29M0.00%−296,000−49.7%Reduced
Bank of America Corp297,416$1.28M0.00%−8,588−2.8%Reduced
Russell Investments Group, Ltd.289,559$1.25M0.00%+163,685+130.0%Added
New York State Common Retirement Fund273,185$1.17M0.00%+273,185New
Natixis Advisors, L.P.249,372$1.07M0.00%−4,270−1.7%Reduced
Ethic Inc.239,716$1.03M0.04%−33,676−12.3%Reduced
Royal Bank of Canada236,919$1.02M0.00%−921−0.4%Reduced
Marshall Wace, LLP230,743$992.2K0.00%+230,743New
Millennium Management LLC209,331$900.0K0.00%+187,171+844.6%Added
Wetherby Asset Management Inc187,352$805.6K0.05%−6,571−3.4%Reduced
Greenleaf Trust166,958$717.9K0.01%−3,142−1.8%Reduced
LPL Financial LLC164,844$708.8K0.00%+4,286+2.7%Added
Creative Planning163,830$704.5K0.00%−7,533−4.4%Reduced
Cubist Systematic Strategies, LLC162,696$699.6K0.01%+5,827+3.7%Added
Simplex Trading, LLC158,021$679.0K0.03%+30,230+23.7%Added
Hantz Financial Services, Inc.151,369$651.0K0.02%+2,462+1.7%Added
First Hawaiian Bank145,936$627.5K0.02%−453−0.3%Reduced
Truist Financial Corp135,950$584.6K0.00%−2,442−1.8%Reduced
Jefferies Financial Group Inc.125,000$537.5K0.01%+125,000New
FMR LLC123,886$532.7K0.00%−15,787−11.3%Reduced
Mariner, LLC123,683$531.0K0.00%+11,331+10.1%Added
CI Private Wealth, LLC122,579$527.1K0.00%−8,056−6.2%Reduced
Crossmark Global Holdings, Inc.121,751$523.0K0.01%+166+0.1%Added
National Bank of Canada121,356$519.8K0.00%+1,021+0.8%Added
Marathon Capital Management119,089$512.1K0.13%−3,000−2.5%Reduced
O'Shaughnessy Asset Management, LLC103,683$445.8K0.01%−4,848−4.5%Reduced
Schechter Investment Advisors, LLC102,520$440.8K0.04%−1,764−1.7%Reduced
TownSquare Capital, LLC100,952$434.1K0.01%+2,684+2.7%Added
Vident Investment Advisory, LLC100,433$431.9K0.01%+12,378+14.1%Added
Signaturefd, LLC95,815$412.0K0.01%+3,191+3.4%Added
Legacy Wealth Asset Management, LLC85,883$369.3K0.13%+547+0.6%Added
JustInvest LLC82,708$355.6K0.01%+3,205+4.0%Added
Advisor Partners II, LLC80,883$347.8K0.02%−168−0.2%Reduced
HighTower Advisors, LLC80,720$347.0K0.00%+20.0%Added
Eagle Asset Management Inc79,933$343.0K0.00%+87+0.1%Added
Ameriprise Financial Inc79,439$341.6K0.00%−32,823−29.2%Reduced
SG Americas Securities, LLC76,596$329.0K0.00%00.0%Unchanged
Highland Capital Management, LLC74,730$321.3K0.02%−100−0.1%Reduced
Bank of Montreal68,234$304.8K0.00%+380+0.6%Added
XY Capital Ltd69,395$298.4K0.25%−16,669−19.4%Reduced
ExodusPoint Capital Management, LP69,149$297.0K0.00%+69,149New
Veriti Management LLC62,668$269.5K0.03%+7,793+14.2%Added
Bank of New York Mellon Corp62,464$268.6K0.00%+645+1.0%Added
Mercer Global Advisors Inc59,834$257.0K0.00%−40,935−40.6%Reduced
Kestra Advisory Services, LLC59,663$256.6K0.00%−3,440−5.5%Reduced
Cetera Advisor Networks LLC58,836$253.0K0.00%−1,725−2.8%Reduced
Miller Investment Management, LP57,015$245.2K0.04%00.0%Unchanged
Wade G W & Inc55,013$237.0K0.01%00.0%Unchanged
Two Sigma Securities, LLC54,673$235.1K0.02%+43,697+398.1%Added
Ritholtz Wealth Management53,877$231.7K0.01%−6,969−11.5%Reduced
Commonwealth Equity Services, LLC50,890$218.0K0.00%+2,851+5.9%Added
Cerity Partners LLC49,092$211.1K0.00%+10,633+27.6%Added
Bayesian Capital Management, LP48,400$208.1K0.03%+38,200+374.5%Added
Evergreen Capital Management LLC47,870$205.8K0.01%+683+1.4%Added
UBS Group AG47,691$205.1K0.00%−63,926−57.3%Reduced
Advisor Group Holdings, Inc.46,840$201.4K0.00%−3,330−6.6%Reduced
Franklin Street Advisors Inc45,710$197.0K0.02%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC45,710$196.6K0.01%00.0%Unchanged
Balyasny Asset Management LLC43,579$187.4K0.00%+43,579New
Macquarie Group Ltd43,229$186.0K0.00%+1,829+4.4%Added
True North Advisors, LLC41,667$179.2K0.05%−20,833−33.3%Reduced
Vestmark Advisory Solutions, Inc.40,932$176.0K0.01%−2,381−5.5%Reduced
Beverly Hills Private Wealth, LLC39,775$171.0K0.05%+16,479+70.7%Added
Cary Street Partner Investment Advisory LLC39,752$170.9K0.01%00.0%Unchanged
Personal Cfo Solutions, LLC39,572$170.2K0.04%+1,583+4.2%Added
Kapitalo Investimentos Ltda39,326$169.1K0.06%+39,326New
Ballentine Partners, LLC38,616$166.0K0.00%−1,092−2.8%Reduced
Stock Yards Bank & Trust Co37,533$162.0K0.01%+2,196+6.2%Added
Ar Asset Management Inc36,691$158.0K0.04%00.0%Unchanged
Wrapmanager Inc36,697$157.8K0.05%+2,937+8.7%Added
Vanguard Group Inc36,455$156.8K0.00%00.0%Unchanged
Summit Global Investments35,242$152.0K0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.34,735$149.4K0.00%−1,199−3.3%Reduced
Schonfeld Strategic Advisors LLC34,600$148.8K0.00%+34,600New
Eqis Capital Management, Inc.34,559$148.6K0.02%−2,661−7.1%Reduced
Cambridge Investment Research Advisors, Inc.33,444$144.0K0.00%−1,158−3.3%Reduced