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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, 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
Clarius Group, LLC17,766$76.4K0.01%+2,296+14.8%Added
Wealth Architects, LLC19,656$84.5K0.01%−12,784−39.4%Reduced
Virtu Financial LLC20,013$86.0K0.01%+8,766+77.9%Added
Institute for Wealth Management, LLC.20,153$86.7K0.02%+43+0.2%Added
DeDora Capital, Inc.20,253$87.1K0.04%00.0%Unchanged
JPMorgan Chase & Co20,301$87.8K0.00%+3,216+18.8%Added
Sage Rhino Capital LLC20,502$88.2K0.03%−23−0.1%Reduced
AE Wealth Management LLC20,675$88.9K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.21,250$91.4K0.03%+1,800+9.3%Added
Legacy Capital Group California, Inc.21,250$91.4K0.04%+21,250New
Principal Street Partners, LLC21,822$93.8K0.02%−852−3.8%Reduced
Brinker Capital Investments, LLC21,922$94.3K0.00%+1,164+5.6%Added
Orion Portfolio Solutions, LLC21,922$94.3K0.00%+21,922New
Oppenheimer & Co Inc21,984$94.5K0.00%00.0%Unchanged
CAPROCK Group, Inc.22,082$95.0K0.01%+1,439+7.0%Added
Lake Street Advisors Group, LLC23,695$102.0K0.01%−576−2.4%Reduced
HSBC Holdings PLC24,000$103.2K0.00%+24,000New
Engineers Gate Manager LP25,171$108.2K0.00%+25,171New
Ellevest, Inc.25,810$111.0K0.01%−9,966−27.9%Reduced
HRT Financial LP26,570$114.0K0.00%−79,235−74.9%Reduced
Franklin Resources Inc26,542$114.1K0.00%+761+3.0%Added
Glenmede Trust Co NA27,571$118.6K0.00%+3,863+16.3%Added
Capricorn Fund Managers Ltd28,292$121.7K0.04%+28,292New
Deutsche Bank AG29,001$124.7K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.29,831$128.3K0.00%00.0%Unchanged
RBF Capital, LLC30,000$129.0K0.01%00.0%Unchanged
Yousif Capital Management, LLC32,375$139.2K0.00%00.0%Unchanged
Quadrant Capital Group LLC32,598$140.2K0.01%+2,352+7.8%Added
Claro Advisors LLC33,386$143.6K0.04%+989+3.1%Added
Cambridge Investment Research Advisors, Inc.33,444$144.0K0.00%−1,158−3.3%Reduced
Eqis Capital Management, Inc.34,559$148.6K0.02%−2,661−7.1%Reduced
Schonfeld Strategic Advisors LLC34,600$148.8K0.00%+34,600New
Oppenheimer Asset Management Inc.34,735$149.4K0.00%−1,199−3.3%Reduced
Summit Global Investments35,242$152.0K0.01%00.0%Unchanged
Vanguard Group Inc36,455$156.8K0.00%00.0%Unchanged
Wrapmanager Inc36,697$157.8K0.05%+2,937+8.7%Added
Ar Asset Management Inc36,691$158.0K0.04%00.0%Unchanged
Stock Yards Bank & Trust Co37,533$162.0K0.01%+2,196+6.2%Added
Ballentine Partners, LLC38,616$166.0K0.00%−1,092−2.8%Reduced
Kapitalo Investimentos Ltda39,326$169.1K0.06%+39,326New
Personal Cfo Solutions, LLC39,572$170.2K0.04%+1,583+4.2%Added
Cary Street Partner Investment Advisory LLC39,752$170.9K0.01%00.0%Unchanged
Beverly Hills Private Wealth, LLC39,775$171.0K0.05%+16,479+70.7%Added
Vestmark Advisory Solutions, Inc.40,932$176.0K0.01%−2,381−5.5%Reduced
True North Advisors, LLC41,667$179.2K0.05%−20,833−33.3%Reduced
Macquarie Group Ltd43,229$186.0K0.00%+1,829+4.4%Added
Balyasny Asset Management LLC43,579$187.4K0.00%+43,579New
Wilbanks Smith & Thomas Asset Management LLC45,710$196.6K0.01%00.0%Unchanged
Franklin Street Advisors Inc45,710$197.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.46,840$201.4K0.00%−3,330−6.6%Reduced
UBS Group AG47,691$205.1K0.00%−63,926−57.3%Reduced
Evergreen Capital Management LLC47,870$205.8K0.01%+683+1.4%Added
Bayesian Capital Management, LP48,400$208.1K0.03%+38,200+374.5%Added
Cerity Partners LLC49,092$211.1K0.00%+10,633+27.6%Added
Commonwealth Equity Services, LLC50,890$218.0K0.00%+2,851+5.9%Added
Ritholtz Wealth Management53,877$231.7K0.01%−6,969−11.5%Reduced
Two Sigma Securities, LLC54,673$235.1K0.02%+43,697+398.1%Added
Wade G W & Inc55,013$237.0K0.01%00.0%Unchanged
Miller Investment Management, LP57,015$245.2K0.04%00.0%Unchanged
Cetera Advisor Networks LLC58,836$253.0K0.00%−1,725−2.8%Reduced
Kestra Advisory Services, LLC59,663$256.6K0.00%−3,440−5.5%Reduced
Mercer Global Advisors Inc59,834$257.0K0.00%−40,935−40.6%Reduced
Bank of New York Mellon Corp62,464$268.6K0.00%+645+1.0%Added
Veriti Management LLC62,668$269.5K0.03%+7,793+14.2%Added
ExodusPoint Capital Management, LP69,149$297.0K0.00%+69,149New
XY Capital Ltd69,395$298.4K0.25%−16,669−19.4%Reduced
Bank of Montreal68,234$304.8K0.00%+380+0.6%Added
Highland Capital Management, LLC74,730$321.3K0.02%−100−0.1%Reduced
SG Americas Securities, LLC76,596$329.0K0.00%00.0%Unchanged
Ameriprise Financial Inc79,439$341.6K0.00%−32,823−29.2%Reduced
Eagle Asset Management Inc79,933$343.0K0.00%+87+0.1%Added
HighTower Advisors, LLC80,720$347.0K0.00%+20.0%Added
Advisor Partners II, LLC80,883$347.8K0.02%−168−0.2%Reduced
JustInvest LLC82,708$355.6K0.01%+3,205+4.0%Added
Legacy Wealth Asset Management, LLC85,883$369.3K0.13%+547+0.6%Added
Signaturefd, LLC95,815$412.0K0.01%+3,191+3.4%Added
Vident Investment Advisory, LLC100,433$431.9K0.01%+12,378+14.1%Added
TownSquare Capital, LLC100,952$434.1K0.01%+2,684+2.7%Added
Schechter Investment Advisors, LLC102,520$440.8K0.04%−1,764−1.7%Reduced
O'Shaughnessy Asset Management, LLC103,683$445.8K0.01%−4,848−4.5%Reduced
Marathon Capital Management119,089$512.1K0.13%−3,000−2.5%Reduced
National Bank of Canada121,356$519.8K0.00%+1,021+0.8%Added
Crossmark Global Holdings, Inc.121,751$523.0K0.01%+166+0.1%Added
CI Private Wealth, LLC122,579$527.1K0.00%−8,056−6.2%Reduced
Mariner, LLC123,683$531.0K0.00%+11,331+10.1%Added
FMR LLC123,886$532.7K0.00%−15,787−11.3%Reduced
Jefferies Financial Group Inc.125,000$537.5K0.01%+125,000New
Truist Financial Corp135,950$584.6K0.00%−2,442−1.8%Reduced
First Hawaiian Bank145,936$627.5K0.02%−453−0.3%Reduced
Hantz Financial Services, Inc.151,369$651.0K0.02%+2,462+1.7%Added
Simplex Trading, LLC158,021$679.0K0.03%+30,230+23.7%Added
Cubist Systematic Strategies, LLC162,696$699.6K0.01%+5,827+3.7%Added
Creative Planning163,830$704.5K0.00%−7,533−4.4%Reduced
LPL Financial LLC164,844$708.8K0.00%+4,286+2.7%Added
Greenleaf Trust166,958$717.9K0.01%−3,142−1.8%Reduced
Wetherby Asset Management Inc187,352$805.6K0.05%−6,571−3.4%Reduced
Millennium Management LLC209,331$900.0K0.00%+187,171+844.6%Added
Marshall Wace, LLP230,743$992.2K0.00%+230,743New
Royal Bank of Canada236,919$1.02M0.00%−921−0.4%Reduced
Ethic Inc.239,716$1.03M0.04%−33,676−12.3%Reduced