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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 4,937,745 | $25.0M | 0.01% | +79,456+1.6% | Added |
| BlackRock Inc. | 4,938,253 | $25.0M | 0.00% | −138,345−2.7% | Reduced |
| Morgan Stanley | 6,253,582 | $31.7M | 0.00% | +162,881+2.7% | Added |
| Wellington Management Group LLP | 16,891,415 | $85.6M | 0.02% | −1,920,144−10.2% | Reduced |
| Dodge & Cox | 126,016,146 | $638.9M | 0.43% | +207,351+0.2% | Added |
| Sofos Investments, Inc. | 5 | – | – | +5 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,132,644−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −578,409−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −69,395−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,149−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −58,836−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −40,932−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −39,775−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −39,572−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −39,326−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −36,697−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,600−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −33,444−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −33,386−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,570−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −21,250−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −21,250−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −20,253−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −19,656−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −17,766−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −16,351−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −16,207−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −15,975−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −15,757−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −15,538−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −12,840−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |