Aegon Ltd.

AEG

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0000769218

SEC filings (opens in a new tab)

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 classesAEFC AEGOF

Q4 2023 vs. Q3 2023

How the institutions holding Aegon Ltd. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of AEG: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	181	2	215	+36
Shares	183.6M	66.8K	181.7M	−1.82M (−1.0%)
Value	$881.4M	$320.7K	$1.05B	+$165.6M (+18.8%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Aegon Ltd. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to AEG in Q4 2023
Institution	Shares	Value	% of portfolio
Dimensional Fund Advisors LP	4,507,076	$26.0M	0.01%
Point72 Europe (London) LLP	714,949	$4.12M	0.52%
HighTower Advisors, LLC	308,554	$1.78M	0.00%
Point72 Asset Management, L.P.	290,600	$1.67M	0.01%
Envestnet Asset Management Inc	262,712	$1.51M	0.00%
GTS Securities LLC	148,333	$854.4K	0.02%
O'Shaughnessy Asset Management, LLC	106,665	$614.4K	0.01%
Legacy Wealth Asset Management, LLC	89,978	$518.3K	0.17%
Graham Capital Management, L.P.	84,556	$487.0K	0.02%
QRG Capital Management, Inc.	83,289	$479.7K	0.01%
Voloridge Investment Management, LLC	79,376	$457.2K	0.00%
Mercer Global Advisors Inc	72,146	$416.0K	0.00%
XTX Topco Ltd	69,004	$397.5K	0.09%
Comerica Bank	52,515	$302.5K	0.00%
Ellevest, Inc.	51,212	$295.0K	0.02%
Ballentine Partners, LLC	45,300	$260.9K	0.01%
Emergent Wealth Advisors, LLC	42,000	$241.9K	0.23%
Franklin Resources Inc	40,625	$234.0K	0.00%
United Capital Financial Advisers, LLC	31,831	$183.3K	0.00%
Atria Wealth Solutions, Inc.	30,021	$172.9K	0.00%
BCJ Capital Management, LLC	27,391	$157.8K	0.01%
Pathstone Holdings, LLC	25,484	$153.9K	0.00%
Eqis Capital Management, Inc.	23,838	$137.3K	0.01%
Institute for Wealth Management, LLC.	16,981	$97.8K	0.02%
Boit C F David	14,695	$83.2K	0.05%
Checchi Capital Advisers, LLC	13,581	$78.2K	0.01%
Advisor Resource Council	12,055	$69.4K	0.01%
Guggenheim Capital LLC	11,958	$68.9K	0.00%
Cetera Advisor Networks LLC	11,810	$68.0K	0.00%
Optas, LLC	11,290	$65.0K	0.02%
Camden Capital, LLC	10,737	$61.8K	0.01%
M&T Bank Corp	10,415	$60.2K	0.00%
Bokf, NA	10,254	$59.1K	0.00%
Hennion & Walsh Asset Management, Inc.	10,253	$59.1K	0.00%
Massmutual Trust Co FSB	3,658	$21.1K	0.00%
Glassman Wealth Services	3,526	$20.3K	0.00%
Proequities, Inc.	2,982	$17.2K	0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	2,380	$13.8K	0.00%
Advisory Services Network, LLC	2,162	$12.5K	0.00%
Harbour Investments, Inc.	1,907	$11.0K	0.00%
Principal Securities, Inc.	1,499	$8.63K	0.00%
Wetzel Investment Advisors, Inc.	1,330	$8.00K	0.00%
TD Waterhouse Canada Inc.	1,200	$6.83K	0.00%
GAMMA Investing LLC	1,180	$6.82K	0.00%
Vermillion & White Wealth Management Group, LLC	671	$3.86K	0.00%
Parkside Financial Bank & Trust	578	$3.33K	0.00%
Arlington Trust Co LLC	400	$2.30K	0.00%
Bruce G. Allen Investments, LLC	369	$2.13K	0.00%
Rothschild Investment LLC	360	$2.07K	0.00%
Jones Financial Companies LLLP	201	$1.16K	0.00%
Farther Finance Advisors, LLC	184	$1.06K	0.00%
PSI Advisors, LLC	100	$576	0.00%
Larson Financial Group LLC	84	$484	0.00%
Cedar Mountain Advisors, LLC	2	$12	0.00%
Transamerica Financial Advisors, Inc.	3	–	–

Sold out (19)

Institutions that held Aegon Ltd. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of AEG in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Raymond James & Associates	3,567,313	$17.1M
First Hawaiian Bank	145,910	$700.4K
OLIO Financial Planning	84,149	$403.9K
Susquehanna International Securities, Ltd.	33,712	$161.8K
Quantbot Technologies LP	32,486	$155.9K
Dorsey & Whitney Trust CO LLC	15,417	$74.0K
Ground Swell Capital, LLC	15,252	$73.2K
Capricorn Fund Managers Ltd	14,600	$70.1K
Henry James International Management, Inc.	14,165	$68.0K
Marathon Capital Management	13,326	$64.0K
Onyx Bridge Wealth Group LLC	11,935	$57.3K
Simplex Trading, LLC	11,484	$55.0K
Quantinno Capital Management LP	10,581	$51.0K
Spire Wealth Management	8,718	$41.8K
North Star Investment Management Corp.	970	$4.66K
Pinnacle Bancorp, Inc.	728	$3.49K
Russell Investments Group, Ltd.	619	$2.97K
WR Wealth Planners, LLC	547	$2.63K
BNP Paribas Arbitrage, SA	479	$2.30K

Not filed for Q4 2023 yet (2)

Institutions that held Aegon Ltd. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Advisor Partners II, LLC	66,511	$319.3K
Column Capital Advisors, LLC	310	$1.49K