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Livermore
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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

13F holders, Q3 2023

Institutional positions in Aegon Ltd. as of Sep 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
181
−25 vs. Q2 2023
Shares held
183.6M
−8.08M (−4.2%) vs. Q2 2023
Total value
$881.4M
−$89.3M (−9.2%) vs. Q2 2023
New holders
14
64 more added
Sold out
39
46 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 181 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ3 2023: $881.4M
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2023.

Institutions holding AEG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
RBF Capital, LLC30,000$144.0K0.01%00.0%Unchanged
Susquehanna International Group Ltd.30,000$144.0K0.03%+30,000New
Oppenheimer Asset Management Inc.32,155$154.3K0.00%−1,634−4.8%Reduced
Yousif Capital Management, LLC32,375$155.4K0.00%00.0%Unchanged
Quantbot Technologies LP32,486$155.9K0.01%+15,252+88.5%Added
Susquehanna International Securities, Ltd.33,712$161.8K0.14%+14,191+72.7%Added
Macquarie Group Ltd34,802$167.0K0.00%−3,831−9.9%Reduced
Advisor Group Holdings, Inc.36,668$176.0K0.00%+8,584+30.6%Added
Ar Asset Management Inc36,691$176.0K0.05%00.0%Unchanged
Cresset Asset Management, LLC38,206$183.4K0.00%+161+0.4%Added
Quadrant Capital Group LLC38,809$186.3K0.02%+888+2.3%Added
Cary Street Partner Investment Advisory LLC39,752$190.8K0.01%00.0%Unchanged
Evergreen Capital Management LLC42,963$206.2K0.01%−558−1.3%Reduced
Principal Street Partners, LLC44,604$214.1K0.04%+22,302+100.0%Added
Wilbanks Smith & Thomas Asset Management LLC45,710$219.4K0.01%00.0%Unchanged
Engineers Gate Manager LP46,305$222.3K0.01%+24,238+109.8%Added
Susquehanna International Group, LLP48,674$233.6K0.00%+16,576+51.6%Added
Stock Yards Bank & Trust Co50,518$242.5K0.01%+14,083+38.7%Added
Ritholtz Wealth Management51,933$249.3K0.01%−70.0%Reduced
Commonwealth Equity Services, LLC56,291$270.0K0.00%+10,259+22.3%Added
Miller Investment Management, LP57,015$273.7K0.04%00.0%Unchanged
Wealthstar Advisors, LLC57,258$274.8K0.12%+57,258New
Wade G W & Inc61,908$297.0K0.01%+306+0.5%Added
Advisor Partners II, LLC66,511$319.3K0.01%−10,913−14.1%Reduced
Kestra Advisory Services, LLC67,874$325.8K0.00%+7,792+13.0%Added
Bank of Montreal67,808$342.4K0.00%−4,648−6.4%Reduced
Truist Financial Corp71,857$344.9K0.00%−30,005−29.5%Reduced
Charles Schwab Investment Management Inc71,932$345.3K0.00%+23,910+49.8%Added
Highland Capital Management, LLC72,438$347.7K0.02%+100+0.1%Added
SG Americas Securities, LLC76,596$368.0K0.00%00.0%Unchanged
Ameriprise Financial Inc77,311$371.1K0.00%+3,384+4.6%Added
Cerity Partners LLC78,293$375.8K0.00%−8,200−9.5%Reduced
Cubist Systematic Strategies, LLC82,503$396.0K0.00%+29,507+55.7%Added
OLIO Financial Planning84,149$403.9K0.19%+84,149New
LPL Financial LLC84,547$405.8K0.00%−96,075−53.2%Reduced
JustInvest LLC84,994$408.0K0.01%+1,324+1.6%Added
Rhumbline Advisers88,432$424.5K0.00%+1,070+1.2%Added
Veriti Management LLC91,943$441.3K0.05%−4,231−4.4%Reduced
CI Private Wealth, LLC92,700$445.0K0.00%−23,009−19.9%Reduced
Schechter Investment Advisors, LLC99,231$476.3K0.05%−2,560−2.5%Reduced
Bank of New York Mellon Corp101,302$486.3K0.00%+11,117+12.3%Added
Arrowstreet Capital, Limited Partnership108,581$521.0K0.00%+108,581New
Signaturefd, LLC113,920$546.8K0.01%+2,815+2.5%Added
FMR LLC118,449$568.6K0.00%+2,482+2.1%Added
Crossmark Global Holdings, Inc.120,523$587.0K0.01%+1,066+0.9%Added
Jane Street Group, LLC123,947$594.9K0.00%−67,755−35.3%Reduced
Mariner, LLC137,395$659.5K0.00%−5,777−4.0%Reduced
Vident Advisory, LLC139,623$670.2K0.02%+139,623New
Old Mission Capital LLC139,989$671.9K0.02%+86,578+162.1%Added
First Hawaiian Bank145,910$700.4K0.02%−260.0%Reduced
Greenleaf Trust154,132$739.8K0.01%+254+0.2%Added
Hantz Financial Services, Inc.155,862$748.0K0.02%+2,792+1.8%Added
Vanguard Group Inc171,398$822.7K0.00%00.0%Unchanged
Wetherby Asset Management Inc206,923$993.2K0.06%+8,963+4.5%Added
Royal Bank of Canada228,745$1.10M0.00%−6,232−2.7%Reduced
Creative Planning231,522$1.11M0.00%+5,158+2.3%Added
Natixis Advisors, L.P.242,668$1.17M0.00%−2,561−1.0%Reduced
New York State Common Retirement Fund250,227$1.20M0.00%−4,064−1.6%Reduced
Ethic Inc.256,397$1.23M0.04%+21,875+9.3%Added
Bank of America Corp344,922$1.66M0.00%+8,511+2.5%Added
Stifel Financial Corp356,408$1.71M0.00%+1,773+0.5%Added
US Bancorp368,179$1.77M0.00%−9,666−2.6%Reduced
Renaissance Technologies LLC432,496$2.08M0.00%+399,329+1,204.0%Added
SEI Investments Co500,625$2.40M0.00%+4,005+0.8%Added
Wells Fargo & Company512,989$2.46M0.00%+52,452+11.4%Added
CIBC World Markets Inc.547,970$2.63M0.01%+2,571+0.5%Added
The PNC Financial Services Group, Inc.600,504$2.88M0.00%+2,240+0.4%Added
American Century Companies Inc710,144$3.41M0.00%−307,989−30.3%Reduced
Northern Trust Corp756,840$3.63M0.00%+4,338+0.6%Added
Summit Global Investments1,035,242$4.97M0.33%00.0%Unchanged
Brandes Investment Partners, LP1,321,542$6.34M0.12%+2,597+0.2%Added
Millennium Management LLC1,596,582$7.66M0.01%+804,389+101.5%Added
Grace & White Inc1,682,253$8.07M1.51%−13,480−0.8%Reduced
Optiver Holding B.V.3,116,507$15.1M0.43%+1,253,260+67.3%Added
Raymond James & Associates3,567,313$17.1M0.01%−691,700−16.2%Reduced
Private Management Group Inc3,732,129$17.9M0.73%−682,691−15.5%Reduced
Goldman Sachs Group Inc3,750,841$18.0M0.00%+335,728+9.8%Added
BlackRock Inc.5,041,085$24.2M0.00%+102,832+2.1%Added
Morgan Stanley6,338,637$30.4M0.00%+85,055+1.4%Added
Wellington Management Group LLP15,380,555$73.8M0.01%−1,510,860−8.9%Reduced
Dodge & Cox125,535,817$602.6M0.41%−480,329−0.4%Reduced
Proequities, Inc.0$00.00%−3,337−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−4,937,745−100.0%Sold out
Marshall Wace, LLP0$00.00%−354,976−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−245,232−100.0%Sold out
HighTower Advisors, LLC0$00.00%−193,814−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−131,268−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−100,683−100.0%Sold out
Legacy Wealth Asset Management, LLC0$00.00%−86,867−100.0%Sold out
Virtu Financial LLC0$00.00%−79,661−100.0%Sold out
Eagle Asset Management Inc0$00.00%−77,048−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−65,322−100.0%Sold out
Savant Capital, LLC0$00.00%−55,383−100.0%Sold out
Ballentine Partners, LLC0$00.00%−41,276−100.0%Sold out
Franklin Resources Inc0$00.00%−39,566−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−32,150−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−30,377−100.0%Sold out
Ellevest, Inc.0$00.00%−30,271−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−29,507−100.0%Sold out
Jump Financial, LLC0$00.00%−21,822−100.0%Sold out