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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $0 | 0.00% | +27 | New |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $35 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $48 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $155 | 0.00% | +36 | New |
| Sugarloaf Wealth Management, LLC | 57 | $245 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $310 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $374 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $501 | 0.00% | −111−48.7% | Reduced |
| Gradient Investments LLC | 172 | $740 | 0.00% | +172 | New |
| Anchor Investment Management, LLC | 184 | $791 | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $1.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 340 | $1.46K | 0.00% | +23+7.3% | Added |
| St. Johns Investment Management Company, LLC | 354 | $1.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.63K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 396 | $1.70K | 0.00% | +396 | New |
| BNP Paribas Arbitrage, SA | 479 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 539 | $2.32K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 598 | $2.57K | 0.00% | +598 | New |
| Atlantic Trust, LLC | 628 | $2.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 686 | $2.95K | 0.00% | +4+0.6% | Added |
| Pinnacle Bancorp, Inc. | 728 | $3.13K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $3.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 860 | $3.81K | 0.00% | +327+61.4% | Added |
| Bell Investment Advisors, Inc | 915 | $3.94K | 0.00% | +149+19.5% | Added |
| CWM, LLC | 968 | $4.00K | 0.00% | −39−3.9% | Reduced |
| Harbour Investments, Inc. | 952 | $4.09K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $4.14K | 0.00% | +964 | New |
| North Star Investment Management Corp. | 970 | $4.17K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $4.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,014 | $4.36K | 0.00% | +6+0.6% | Added |
| Ameritas Advisory Services, LLC | 1,068 | $4.80K | 0.00% | +1,068 | New |
| Zions Bancorporation, N.A. | 1,319 | $5.67K | 0.00% | −221−14.4% | Reduced |
| Umb Bank N A | 1,446 | $6.22K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,973 | $8.48K | 0.00% | +1,591+416.5% | Added |
| Tower Research Capital LLC (TRC) | 2,427 | $10.0K | 0.00% | −5,389−68.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,750 | $11.8K | 0.00% | +660+31.6% | Added |
| Glassman Wealth Services | 2,775 | $11.9K | 0.00% | −65−2.3% | Reduced |
| WealthPLAN Partners, LLC | 2,815 | $12.1K | 0.00% | +2,815 | New |
| Allworth Financial LP | 3,341 | $14.4K | 0.00% | −89−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,161 | $16.0K | 0.00% | −6,541−67.4% | Reduced |
| Proequities, Inc. | 3,992 | $17.2K | 0.00% | −904−18.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $22.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,301 | $22.8K | 0.00% | +82+1.6% | Added |
| CKW Financial Group | 5,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $29.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,730 | $33.2K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,950 | $34.2K | 0.02% | +7,950 | New |
| Bokf, NA | 8,093 | $34.8K | 0.00% | −5,823−41.8% | Reduced |
| Belpointe Asset Management LLC | 8,625 | $37.1K | 0.00% | +8,360+3,154.7% | Added |
| Spire Wealth Management | 8,948 | $38.5K | 0.00% | +3,078+52.4% | Added |
| Northwestern Mutual Wealth Management Co | 9,834 | $42.3K | 0.00% | −6,481−39.7% | Reduced |
| Quantinno Capital Management LP | 10,087 | $43.0K | 0.00% | −28−0.3% | Reduced |
| Angeles Wealth Management, LLC | 10,003 | $43.0K | 0.01% | −1,030−9.3% | Reduced |
| Five Oceans Advisors | 10,123 | $43.5K | 0.03% | −6−0.1% | Reduced |
| PDS Planning, Inc | 10,519 | $45.2K | 0.01% | +10,519 | New |
| Glenview Trust Co | 10,577 | $45.5K | 0.00% | +10,577 | New |
| Jane Street Group, LLC | 10,617 | $45.7K | 0.00% | −76,900−87.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,692 | $46.0K | 0.01% | −32−0.3% | Reduced |
| IFP Advisors, Inc | 5,317 | $46.8K | 0.00% | −9,926−65.1% | Reduced |
| Relative Value Partners Group, LLC | 11,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,205 | $48.2K | 0.02% | +890+8.6% | Added |
| Raymond James Trust N.A. | 11,390 | $49.0K | 0.00% | +341+3.1% | Added |
| Charles Schwab Investment Management Inc | 11,413 | $49.1K | 0.00% | +1,386+13.8% | Added |
| Moreno Evelyn V | 11,691 | $50.3K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 11,850 | $51.0K | 0.02% | +11,850 | New |
| Quantbot Technologies LP | 12,093 | $52.0K | 0.00% | −17,092−58.6% | Reduced |
| Capital Asset Advisory Services LLC | 12,232 | $52.6K | 0.00% | −6,150−33.5% | Reduced |
| We Are One Seven, LLC | 12,840 | $55.2K | 0.00% | −352−2.7% | Reduced |
| Wallace Advisory Group, LLC | 12,883 | $55.4K | 0.04% | +12,883 | New |
| Pathstone Family Office, LLC | 11,774 | $55.9K | 0.00% | −18,602−61.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,930 | $56.0K | 0.00% | −4,754−26.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,135 | $56.1K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 13,395 | $57.6K | 0.00% | −8,878−39.9% | Reduced |
| Parallel Advisors, LLC | 13,413 | $57.7K | 0.00% | +887+7.1% | Added |
| FourThought Financial Partners, LLC | 13,458 | $57.9K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,910 | $59.8K | 0.02% | +13,910 | New |
| Lindbrook Capital, LLC | 14,070 | $60.5K | 0.01% | +633+4.7% | Added |
| EverSource Wealth Advisors, LLC | 14,753 | $63.4K | 0.01% | +248+1.7% | Added |
| Henry James International Management, Inc. | 14,918 | $64.1K | 0.03% | +444+3.1% | Added |
| Vista Wealth Management Group, LLC | 14,948 | $64.3K | 0.01% | +12+0.1% | Added |
| Baker Ellis Asset Management LLC | 15,000 | $64.5K | 0.01% | −10,000−40.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,132 | $65.1K | 0.01% | +665+4.6% | Added |
| Burns Matteson Capital Management, LLC | 15,538 | $66.8K | 0.04% | +215+1.4% | Added |
| Cetera Investment Advisers | 15,757 | $67.8K | 0.00% | −576−3.5% | Reduced |
| Veracity Capital LLC | 15,975 | $68.7K | 0.03% | +644+4.2% | Added |
| Forum Financial Management, LP | 16,019 | $68.9K | 0.00% | −100−0.6% | Reduced |
| Mutual Advisors, LLC | 16,207 | $69.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,254 | $69.9K | 0.00% | −1,412−8.0% | Reduced |
| Private Advisor Group, LLC | 16,285 | $70.0K | 0.00% | −349−2.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,351 | $70.3K | 0.01% | +1,970+13.7% | Added |
| Savant Capital, LLC | 16,980 | $73.0K | 0.00% | +1,512+9.8% | Added |
| Captrust Financial Advisors | 17,594 | $75.7K | 0.00% | +17,594 | New |