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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 249,372 | $1.07M | 0.00% | −4,270−1.7% | Reduced |
| New York State Common Retirement Fund | 273,185 | $1.17M | 0.00% | +273,185 | New |
| Russell Investments Group, Ltd. | 289,559 | $1.25M | 0.00% | +163,685+130.0% | Added |
| Bank of America Corp | 297,416 | $1.28M | 0.00% | −8,588−2.8% | Reduced |
| Renaissance Technologies LLC | 299,596 | $1.29M | 0.00% | −296,000−49.7% | Reduced |
| Old Mission Capital LLC | 344,586 | $1.48M | 0.05% | −145,851−29.7% | Reduced |
| US Bancorp | 349,523 | $1.50M | 0.00% | −9,940−2.8% | Reduced |
| Envestnet Asset Management Inc | 403,843 | $1.74M | 0.00% | −227,112−36.0% | Reduced |
| Stifel Financial Corp | 480,301 | $2.07M | 0.00% | −18,613−3.7% | Reduced |
| SEI Investments Co | 496,854 | $2.14M | 0.00% | +847+0.2% | Added |
| CIBC World Markets Inc. | 544,500 | $2.34M | 0.01% | −113,598−17.3% | Reduced |
| Dorsey Wright & Associates | 578,409 | $2.49M | 0.75% | −36,649−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 595,075 | $2.56M | 0.00% | +6,937+1.2% | Added |
| Northern Trust Corp | 666,127 | $2.86M | 0.00% | −77,102−10.4% | Reduced |
| Citadel Advisors LLC | 786,559 | $3.38M | 0.00% | +545,937+226.9% | Added |
| American Century Companies Inc | 975,821 | $4.20M | 0.00% | +115,652+13.4% | Added |
| Wells Fargo & Company | 1,034,560 | $4.45M | 0.00% | +592,226+133.9% | Added |
| Qube Research & Technologies Ltd | 1,132,644 | $4.87M | 0.03% | +1,072,929+1,796.7% | Added |
| Brandes Investment Partners, LP | 1,351,339 | $5.81M | 0.12% | +1,196,721+774.0% | Added |
| Grace & White Inc | 1,700,518 | $7.31M | 1.40% | −89,837−5.0% | Reduced |
| Optiver Holding B.V. | 2,846,111 | $12.2M | 0.57% | +770,936+37.2% | Added |
| Goldman Sachs Group Inc | 3,565,183 | $15.3M | 0.00% | −477,374−11.8% | Reduced |
| Raymond James & Associates | 4,204,515 | $18.1M | 0.02% | +50,984+1.2% | Added |
| Private Management Group Inc | 4,473,381 | $19.2M | 0.87% | −759,671−14.5% | Reduced |
| Dimensional Fund Advisors LP | 4,858,289 | $20.9M | 0.01% | +245,648+5.3% | Added |
| BlackRock Inc. | 5,076,598 | $21.8M | 0.00% | −153,491−2.9% | Reduced |
| Morgan Stanley | 6,090,701 | $26.2M | 0.00% | −83,689−1.4% | Reduced |
| Wellington Management Group LLP | 18,811,559 | $80.9M | 0.02% | −103,637−0.5% | Reduced |
| Dodge & Cox | 125,808,795 | $541.0M | 0.37% | −302,600−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,374,674−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −76,425−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −44,182−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −40,475−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −25,974−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −25,974−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −22,034−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −18,129−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,857−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12,694−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Fruth Investment Management | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |