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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

Q2 2023 vs. Q1 2023

How the institutions holding Aegon Ltd. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of AEG: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders229206−23
Shares196.1M191.7M−4.43M (−2.3%)
Value$843.3M$970.7M+$127.4M (+15.1%)

New holders (20)

Institutions that held Aegon Ltd. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to AEG in Q2 2023
InstitutionSharesValue% of portfolio
Rhumbline Advisers87,362$442.9K0.00%
Cresset Asset Management, LLC38,045$192.9K0.00%
Susquehanna International Group, LLP32,098$162.7K0.00%
Janney Montgomery Scott LLC22,170$112.0K0.00%
Jump Financial, LLC21,822$110.6K0.00%
National Asset Management, Inc.20,660$104.7K0.00%
Susquehanna International Securities, Ltd.19,521$99.0K0.09%
Prime Capital Investment Advisors, LLC15,325$77.7K0.00%
Checchi Capital Advisers, LLC13,581$68.9K0.01%
Tyler-Stone Wealth Management1,994$10.0K0.01%
Group One Trading, L.P.916$4.64K0.00%
SRS Capital Advisors, Inc.723$3.67K0.00%
JJJ Advisors Inc.332$1.68K0.00%
Glass Jacobson Investment Advisors llc290$1.47K0.00%
GW&K Investment Management, LLC253$1.00K0.00%
Motco51$2590.00%
Comerica Bank210,935$00.00%
Bessemer Group Inc35$00.00%
Bollard Group LLC57$00.00%
Sofos Investments, Inc.5––

Sold out (43)

Institutions that held Aegon Ltd. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of AEG in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Qube Research & Technologies Ltd1,132,644$4.87M
Dorsey Wright & Associates578,409$2.49M
Jefferies Financial Group Inc.125,000$537.5K
XY Capital Ltd69,395$298.4K
ExodusPoint Capital Management, LP69,149$297.0K
Cetera Advisor Networks LLC58,836$253.0K
Bayesian Capital Management, LP48,400$208.1K
Vestmark Advisory Solutions, Inc.40,932$176.0K
Beverly Hills Private Wealth, LLC39,775$171.0K
Personal Cfo Solutions, LLC39,572$170.2K
Kapitalo Investimentos Ltda39,326$169.1K
Wrapmanager Inc36,697$157.8K
Schonfeld Strategic Advisors LLC34,600$148.8K
Cambridge Investment Research Advisors, Inc.33,444$144.0K
Claro Advisors LLC33,386$143.6K
HRT Financial LP26,570$114.0K
Contravisory Investment Management, Inc.21,250$91.4K
Legacy Capital Group California, Inc.21,250$91.4K
DeDora Capital, Inc.20,253$87.1K
Wealth Architects, LLC19,656$84.5K
Clarius Group, LLC17,766$76.4K
Baker Tilly Wealth Management, LLC16,351$70.3K
Mutual Advisors, LLC16,207$69.7K
Veracity Capital LLC15,975$68.7K
Cetera Investment Advisers15,757$67.8K
Burns Matteson Capital Management, LLC15,538$66.8K
Baker Ellis Asset Management LLC15,000$64.5K
Fox Run Management, L.L.C.13,910$59.8K
Pathstone Family Office, LLC11,774$55.9K
We Are One Seven, LLC12,840$55.2K
Alliance Wealth Advisors, LLC11,205$48.2K
Pinnacle Wealth Planning Services, Inc.10,692$46.0K
Angeles Wealth Management, LLC10,003$43.0K
Belpointe Asset Management LLC8,625$37.1K
Fortis Capital Advisors, LLC7,950$34.2K
Advisory Services Network, LLC1,973$8.48K
Ameritas Advisory Services, LLC1,068$4.80K
Syverson Strege & Co396$1.70K
Schubert & Co340$1.46K
Valley National Advisers Inc112$1.00K
Accel Wealth Management87$374
Sugarloaf Wealth Management, LLC57$245
Steward Financial Group LLC44$0