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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 33,386 | $143.6K | 0.04% | +989+3.1% | Added |
| Quadrant Capital Group LLC | 32,598 | $140.2K | 0.01% | +2,352+7.8% | Added |
| Yousif Capital Management, LLC | 32,375 | $139.2K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 30,000 | $129.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,831 | $128.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,001 | $124.7K | 0.00% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 28,292 | $121.7K | 0.04% | +28,292 | New |
| Glenmede Trust Co NA | 27,571 | $118.6K | 0.00% | +3,863+16.3% | Added |
| Franklin Resources Inc | 26,542 | $114.1K | 0.00% | +761+3.0% | Added |
| HRT Financial LP | 26,570 | $114.0K | 0.00% | −79,235−74.9% | Reduced |
| Ellevest, Inc. | 25,810 | $111.0K | 0.01% | −9,966−27.9% | Reduced |
| Engineers Gate Manager LP | 25,171 | $108.2K | 0.00% | +25,171 | New |
| HSBC Holdings PLC | 24,000 | $103.2K | 0.00% | +24,000 | New |
| Lake Street Advisors Group, LLC | 23,695 | $102.0K | 0.01% | −576−2.4% | Reduced |
| CAPROCK Group, Inc. | 22,082 | $95.0K | 0.01% | +1,439+7.0% | Added |
| Oppenheimer & Co Inc | 21,984 | $94.5K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,922 | $94.3K | 0.00% | +1,164+5.6% | Added |
| Orion Portfolio Solutions, LLC | 21,922 | $94.3K | 0.00% | +21,922 | New |
| Principal Street Partners, LLC | 21,822 | $93.8K | 0.02% | −852−3.8% | Reduced |
| Contravisory Investment Management, Inc. | 21,250 | $91.4K | 0.03% | +1,800+9.3% | Added |
| Legacy Capital Group California, Inc. | 21,250 | $91.4K | 0.04% | +21,250 | New |
| AE Wealth Management LLC | 20,675 | $88.9K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,502 | $88.2K | 0.03% | −23−0.1% | Reduced |
| JPMorgan Chase & Co | 20,301 | $87.8K | 0.00% | +3,216+18.8% | Added |
| DeDora Capital, Inc. | 20,253 | $87.1K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 20,153 | $86.7K | 0.02% | +43+0.2% | Added |
| Virtu Financial LLC | 20,013 | $86.0K | 0.01% | +8,766+77.9% | Added |
| Wealth Architects, LLC | 19,656 | $84.5K | 0.01% | −12,784−39.4% | Reduced |
| Clarius Group, LLC | 17,766 | $76.4K | 0.01% | +2,296+14.8% | Added |
| Captrust Financial Advisors | 17,594 | $75.7K | 0.00% | +17,594 | New |
| Savant Capital, LLC | 16,980 | $73.0K | 0.00% | +1,512+9.8% | Added |
| Baker Tilly Wealth Management, LLC | 16,351 | $70.3K | 0.01% | +1,970+13.7% | Added |
| Private Advisor Group, LLC | 16,285 | $70.0K | 0.00% | −349−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 16,254 | $69.9K | 0.00% | −1,412−8.0% | Reduced |
| Mutual Advisors, LLC | 16,207 | $69.7K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,019 | $68.9K | 0.00% | −100−0.6% | Reduced |
| Veracity Capital LLC | 15,975 | $68.7K | 0.03% | +644+4.2% | Added |
| Cetera Investment Advisers | 15,757 | $67.8K | 0.00% | −576−3.5% | Reduced |
| Burns Matteson Capital Management, LLC | 15,538 | $66.8K | 0.04% | +215+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 15,132 | $65.1K | 0.01% | +665+4.6% | Added |
| Baker Ellis Asset Management LLC | 15,000 | $64.5K | 0.01% | −10,000−40.0% | Reduced |
| Vista Wealth Management Group, LLC | 14,948 | $64.3K | 0.01% | +12+0.1% | Added |
| Henry James International Management, Inc. | 14,918 | $64.1K | 0.03% | +444+3.1% | Added |
| EverSource Wealth Advisors, LLC | 14,753 | $63.4K | 0.01% | +248+1.7% | Added |
| Lindbrook Capital, LLC | 14,070 | $60.5K | 0.01% | +633+4.7% | Added |
| Fox Run Management, L.L.C. | 13,910 | $59.8K | 0.02% | +13,910 | New |
| FourThought Financial Partners, LLC | 13,458 | $57.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,413 | $57.7K | 0.00% | +887+7.1% | Added |
| State Street Corp | 13,395 | $57.6K | 0.00% | −8,878−39.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,135 | $56.1K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,930 | $56.0K | 0.00% | −4,754−26.9% | Reduced |
| Pathstone Family Office, LLC | 11,774 | $55.9K | 0.00% | −18,602−61.2% | Reduced |
| Wallace Advisory Group, LLC | 12,883 | $55.4K | 0.04% | +12,883 | New |
| We Are One Seven, LLC | 12,840 | $55.2K | 0.00% | −352−2.7% | Reduced |
| Capital Asset Advisory Services LLC | 12,232 | $52.6K | 0.00% | −6,150−33.5% | Reduced |
| Quantbot Technologies LP | 12,093 | $52.0K | 0.00% | −17,092−58.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,850 | $51.0K | 0.02% | +11,850 | New |
| Moreno Evelyn V | 11,691 | $50.3K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 11,413 | $49.1K | 0.00% | +1,386+13.8% | Added |
| Raymond James Trust N.A. | 11,390 | $49.0K | 0.00% | +341+3.1% | Added |
| Alliance Wealth Advisors, LLC | 11,205 | $48.2K | 0.02% | +890+8.6% | Added |
| Relative Value Partners Group, LLC | 11,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,317 | $46.8K | 0.00% | −9,926−65.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,692 | $46.0K | 0.01% | −32−0.3% | Reduced |
| Jane Street Group, LLC | 10,617 | $45.7K | 0.00% | −76,900−87.9% | Reduced |
| Glenview Trust Co | 10,577 | $45.5K | 0.00% | +10,577 | New |
| PDS Planning, Inc | 10,519 | $45.2K | 0.01% | +10,519 | New |
| Five Oceans Advisors | 10,123 | $43.5K | 0.03% | −6−0.1% | Reduced |
| Angeles Wealth Management, LLC | 10,003 | $43.0K | 0.01% | −1,030−9.3% | Reduced |
| Quantinno Capital Management LP | 10,087 | $43.0K | 0.00% | −28−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,834 | $42.3K | 0.00% | −6,481−39.7% | Reduced |
| Spire Wealth Management | 8,948 | $38.5K | 0.00% | +3,078+52.4% | Added |
| Belpointe Asset Management LLC | 8,625 | $37.1K | 0.00% | +8,360+3,154.7% | Added |
| Bokf, NA | 8,093 | $34.8K | 0.00% | −5,823−41.8% | Reduced |
| Fortis Capital Advisors, LLC | 7,950 | $34.2K | 0.02% | +7,950 | New |
| Federation des caisses Desjardins du Quebec | 7,730 | $33.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $29.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,301 | $22.8K | 0.00% | +82+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,164 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,992 | $17.2K | 0.00% | −904−18.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,161 | $16.0K | 0.00% | −6,541−67.4% | Reduced |
| Allworth Financial LP | 3,341 | $14.4K | 0.00% | −89−2.6% | Reduced |
| WealthPLAN Partners, LLC | 2,815 | $12.1K | 0.00% | +2,815 | New |
| Glassman Wealth Services | 2,775 | $11.9K | 0.00% | −65−2.3% | Reduced |
| Fifth Third Bancorp | 2,750 | $11.8K | 0.00% | +660+31.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,427 | $10.0K | 0.00% | −5,389−68.9% | Reduced |
| Advisory Services Network, LLC | 1,973 | $8.48K | 0.00% | +1,591+416.5% | Added |
| Umb Bank N A | 1,446 | $6.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,319 | $5.67K | 0.00% | −221−14.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,068 | $4.80K | 0.00% | +1,068 | New |
| GWM Advisors LLC | 1,014 | $4.36K | 0.00% | +6+0.6% | Added |
| Montag A & Associates Inc | 1,013 | $4.36K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.17K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $4.14K | 0.00% | +964 | New |
| Harbour Investments, Inc. | 952 | $4.09K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 968 | $4.00K | 0.00% | −39−3.9% | Reduced |