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, Q2 2023
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 206
- −23 vs. Q1 2023
- Shares held
- 191.7M
- −4.43M (−2.3%) vs. Q1 2023
- Total value
- $970.7M
- +$127.4M (+15.1%) vs. Q1 2023
- New holders
- 20
- 71 more added
- Sold out
- 43
- 65 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 210,935 | $0 | 0.00% | +210,935 | New |
| Bessemer Group Inc | 35 | $0 | 0.00% | +35 | New |
| Bollard Group LLC | 57 | $0 | 0.00% | +57 | New |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $10 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6 | $30 | 0.00% | −1,008−99.4% | Reduced |
| Lee Financial Co | 8 | $41 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $56 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $183 | 0.00% | 00.0% | Unchanged |
| Motco | 51 | $259 | 0.00% | +51 | New |
| AdvisorNet Financial, Inc | 72 | $365 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $593 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $872 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $933 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 253 | $1.00K | 0.00% | +253 | New |
| Glass Jacobson Investment Advisors llc | 290 | $1.47K | 0.00% | +290 | New |
| Column Capital Advisors, LLC | 310 | $1.57K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $1.68K | 0.00% | +332 | New |
| St. Johns Investment Management Company, LLC | 354 | $1.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.92K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 479 | $2.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $2.63K | 0.00% | −168−24.5% | Reduced |
| Kelly Financial Services LLC | 539 | $2.73K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 547 | $2.77K | 0.00% | −51−8.5% | Reduced |
| IFP Advisors, Inc | 317 | $2.79K | 0.00% | −5,000−94.0% | Reduced |
| Atlantic Trust, LLC | 628 | $3.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 723 | $3.67K | 0.00% | +723 | New |
| Pinnacle Bancorp, Inc. | 728 | $3.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 860 | $4.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 868 | $4.40K | 0.00% | −13,885−94.1% | Reduced |
| Bell Investment Advisors, Inc | 915 | $4.64K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 916 | $4.64K | 0.00% | +916 | New |
| Private Ocean, LLC | 964 | $4.89K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.92K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $5.14K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $5.80K | 0.00% | +394+52.5% | Added |
| WealthPLAN Partners, LLC | 1,149 | $5.83K | 0.00% | −1,666−59.2% | Reduced |
| Zions Bancorporation, N.A. | 1,453 | $7.37K | 0.00% | +134+10.2% | Added |
| Ronald Blue Trust, Inc. | 1,773 | $8.00K | 0.00% | −1,388−43.9% | Reduced |
| CWM, LLC | 1,632 | $8.00K | 0.00% | +664+68.6% | Added |
| Harbour Investments, Inc. | 1,907 | $9.67K | 0.00% | +955+100.3% | Added |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | +1,994 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,659 | $13.5K | 0.00% | −91−3.3% | Reduced |
| Glassman Wealth Services | 2,768 | $14.0K | 0.00% | −7−0.3% | Reduced |
| Simplex Trading, LLC | 3,113 | $15.0K | 0.00% | −154,908−98.0% | Reduced |
| Umb Bank N A | 3,078 | $15.6K | 0.00% | +1,632+112.9% | Added |
| Proequities, Inc. | 3,337 | $16.9K | 0.00% | −655−16.4% | Reduced |
| Allworth Financial LP | 3,350 | $17.0K | 0.00% | +9+0.3% | Added |
| Bartlett & Co. LLC | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,052 | $25.6K | 0.00% | −249−4.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,164 | $26.2K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,730 | $39.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8,093 | $41.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,948 | $45.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,994 | $50.7K | 0.00% | +160+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,057 | $51.0K | 0.00% | −2,873−22.2% | Reduced |
| Five Oceans Advisors | 10,143 | $51.4K | 0.03% | +20+0.2% | Added |
| Tower Research Capital LLC (TRC) | 10,298 | $52.2K | 0.00% | +7,871+324.3% | Added |
| Quantinno Capital Management LP | 10,374 | $53.0K | 0.00% | +287+2.8% | Added |
| Wallace Advisory Group, LLC | 12,883 | $55.4K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,945 | $55.5K | 0.01% | +426+4.0% | Added |
| Capital Asset Advisory Services LLC | 10,596 | $55.5K | 0.00% | −1,636−13.4% | Reduced |
| Relative Value Partners Group, LLC | 11,000 | $55.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,049 | $56.0K | 0.00% | −341−3.0% | Reduced |
| Glenview Trust Co | 11,561 | $58.6K | 0.00% | +984+9.3% | Added |
| Moreno Evelyn V | 11,691 | $59.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,827 | $60.0K | 0.00% | +692+6.2% | Added |
| Onyx Bridge Wealth Group LLC | 11,935 | $60.5K | 0.01% | +85+0.7% | Added |
| State Street Corp | 13,395 | $67.9K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $68.2K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $68.9K | 0.01% | +13,581 | New |
| Parallel Advisors, LLC | 14,037 | $71.2K | 0.00% | +624+4.7% | Added |
| Henry James International Management, Inc. | 14,165 | $71.8K | 0.03% | −753−5.0% | Reduced |
| Captrust Financial Advisors | 14,287 | $72.4K | 0.00% | −3,307−18.8% | Reduced |
| Lindbrook Capital, LLC | 14,471 | $73.4K | 0.01% | +401+2.9% | Added |
| Capricorn Fund Managers Ltd | 14,600 | $74.0K | 0.03% | −13,692−48.4% | Reduced |
| Vista Wealth Management Group, LLC | 14,964 | $75.9K | 0.01% | +16+0.1% | Added |
| TownSquare Capital, LLC | 15,274 | $77.4K | 0.00% | −85,678−84.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,325 | $77.7K | 0.00% | +15,325 | New |
| Forum Financial Management, LP | 16,019 | $81.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,707 | $84.7K | 0.00% | −26,872−61.7% | Reduced |
| Quantbot Technologies LP | 17,234 | $87.4K | 0.01% | +5,141+42.5% | Added |
| Private Advisor Group, LLC | 16,469 | $88.8K | 0.00% | +184+1.1% | Added |
| Franklin Street Advisors Inc | 17,551 | $89.0K | 0.01% | −28,159−61.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,022 | $96.4K | 0.01% | +3,890+25.7% | Added |
| Susquehanna International Securities, Ltd. | 19,521 | $99.0K | 0.09% | +19,521 | New |
| Sequoia Financial Advisors, LLC | 19,779 | $100.3K | 0.00% | +3,525+21.7% | Added |
| Institute for Wealth Management, LLC. | 20,238 | $102.6K | 0.02% | +85+0.4% | Added |
| National Asset Management, Inc. | 20,660 | $104.7K | 0.00% | +20,660 | New |
| AE Wealth Management LLC | 20,737 | $105.1K | 0.00% | +62+0.3% | Added |
| True North Advisors, LLC | 20,834 | $105.6K | 0.03% | −20,833−50.0% | Reduced |
| UBS Group AG | 21,269 | $107.8K | 0.00% | −26,422−55.4% | Reduced |
| Jump Financial, LLC | 21,822 | $110.6K | 0.00% | +21,822 | New |
| Oppenheimer & Co Inc | 21,984 | $111.5K | 0.00% | 00.0% | Unchanged |