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.
Q3 2023 vs. Q2 2023
How the institutions holding Aegon Ltd. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 206 | 181 | −25 |
| Shares | 191.7M | 183.6M | −8.08M (−4.2%) |
| Value | $970.7M | $881.4M | −$89.3M (−9.2%) |
New holders (14)
Institutions that held Aegon Ltd. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vident Advisory, LLC | 139,623 | $670.2K | 0.02% |
| Arrowstreet Capital, Limited Partnership | 108,581 | $521.0K | 0.00% |
| OLIO Financial Planning | 84,149 | $403.9K | 0.19% |
| Wealthstar Advisors, LLC | 57,258 | $274.8K | 0.12% |
| Susquehanna International Group Ltd. | 30,000 | $144.0K | 0.03% |
| BFSG, LLC | 29,051 | $139.0K | 0.02% |
| NBC Securities, Inc. | 22,853 | $109.0K | 0.01% |
| Clarius Group, LLC | 19,400 | $93.1K | 0.01% |
| Syon Capital LLC | 18,370 | $88.2K | 0.01% |
| Strategic Financial Concepts, LLC | 17,008 | $81.6K | 0.03% |
| Ground Swell Capital, LLC | 15,252 | $73.2K | 0.12% |
| Axxcess Wealth Management, LLC | 12,160 | $58.4K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 11,941 | $57.3K | 0.00% |
| Bourgeon Capital Management LLC | 52 | $250 | 0.00% |
Sold out (39)
Institutions that held Aegon Ltd. at the end of Q2 2023 and filed for Q3 2023 without it.