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, Q1 2024
Institutional positions in Aegon Ltd. as of Mar 31, 2024. 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
- 220
- +8 vs. Q4 2023
- Shares held
- 174.8M
- −6.85M (−3.8%) vs. Q4 2023
- Total value
- $1.06B
- +$11.3M (+1.1%) vs. Q4 2023
- New holders
- 33
- 68 more added
- Sold out
- 25
- 58 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 125,270,017 | $757.9M | 0.44% | +294,300+0.2% | Added |
| Morgan Stanley | 6,478,501 | $39.2M | 0.00% | +224,662+3.6% | Added |
| BlackRock Inc. | 5,162,787 | $31.2M | 0.00% | +68,790+1.4% | Added |
| Goldman Sachs Group Inc | 4,799,201 | $29.0M | 0.01% | +658,778+15.9% | Added |
| Wellington Management Group LLP | 4,596,663 | $27.8M | 0.00% | −8,879,413−65.9% | Reduced |
| Dimensional Fund Advisors LP | 4,526,422 | $27.4M | 0.01% | +19,346+0.4% | Added |
| Optiver Holding B.V. | 3,970,552 | $24.0M | 1.00% | +1,629,993+69.6% | Added |
| Raymond James & Associates | 2,724,292 | $16.5M | 0.01% | +2,724,292 | New |
| GTS Securities LLC | 1,737,406 | $10.5M | 0.28% | +1,589,073+1,071.3% | Added |
| Grace & White Inc | 1,615,329 | $9.77M | 1.76% | −31,570−1.9% | Reduced |
| Summit Global Investments | 1,039,545 | $6.29M | 0.47% | +4,303+0.4% | Added |
| American Century Companies Inc | 773,711 | $4.68M | 0.00% | +41,441+5.7% | Added |
| Northern Trust Corp | 767,154 | $4.64M | 0.00% | +7,152+0.9% | Added |
| The PNC Financial Services Group, Inc. | 598,821 | $3.62M | 0.00% | +1,223+0.2% | Added |
| CIBC World Markets Inc. | 511,792 | $3.10M | 0.01% | −9,725−1.9% | Reduced |
| SEI Investments Co | 500,330 | $3.03M | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 453,166 | $2.74M | 0.07% | +109,779+32.0% | Added |
| US Bancorp | 377,834 | $2.29M | 0.00% | −3,186−0.8% | Reduced |
| Ethic Inc. | 348,596 | $2.11M | 0.05% | +47,392+15.7% | Added |
| Stifel Financial Corp | 340,355 | $2.06M | 0.00% | −7,329−2.1% | Reduced |
| Creative Planning | 305,858 | $1.85M | 0.00% | +48,634+18.9% | Added |
| Bank of America Corp | 298,598 | $1.81M | 0.00% | −26,303−8.1% | Reduced |
| Wells Fargo & Company | 291,465 | $1.76M | 0.00% | −324,377−52.7% | Reduced |
| BNP Paribas Arbitrage, SA | 264,532 | $1.60M | 0.00% | +264,532 | New |
| HighTower Advisors, LLC | 213,398 | $1.29M | 0.00% | −95,156−30.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 204,922 | $1.24M | 0.00% | +148,784+265.0% | Added |
| Wetherby Asset Management Inc | 198,866 | $1.20M | 0.06% | −8,584−4.1% | Reduced |
| Vanguard Group Inc | 171,398 | $1.04M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 170,995 | $1.03M | 0.00% | −347,455−67.0% | Reduced |
| Envestnet Asset Management Inc | 166,586 | $1.01M | 0.00% | −96,126−36.6% | Reduced |
| Vident Advisory, LLC | 156,153 | $944.7K | 0.02% | +16,480+11.8% | Added |
| Voloridge Investment Management, LLC | 154,711 | $936.0K | 0.00% | +75,335+94.9% | Added |
| Greenleaf Trust | 154,308 | $933.6K | 0.01% | +140+0.1% | Added |
| First Hawaiian Bank | 153,500 | $928.7K | 0.03% | +153,500 | New |
| Mariner, LLC | 146,494 | $886.3K | 0.00% | +857+0.6% | Added |
| FMR LLC | 141,788 | $857.8K | 0.00% | +10,888+8.3% | Added |
| National Bank of Canada | 129,174 | $853.5K | 0.00% | +2,590+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 137,998 | $834.9K | 0.01% | +31,333+29.4% | Added |
| Cerity Partners LLC | 129,163 | $781.4K | 0.00% | +41,747+47.8% | Added |
| Signaturefd, LLC | 126,703 | $766.6K | 0.02% | +3,756+3.1% | Added |
| Graham Capital Management, L.P. | 124,587 | $753.8K | 0.02% | +40,031+47.3% | Added |
| Jane Street Group, LLC | 123,987 | $750.1K | 0.00% | +101,401+449.0% | Added |
| Millennium Management LLC | 123,029 | $744.3K | 0.00% | −163,793−57.1% | Reduced |
| Crossmark Global Holdings, Inc. | 120,891 | $732.0K | 0.01% | +86+0.1% | Added |
| Pathstone Holdings, LLC | 118,575 | $717.4K | 0.00% | +93,091+365.3% | Added |
| Bank of New York Mellon Corp | 110,383 | $667.8K | 0.00% | −908−0.8% | Reduced |
| Natixis Advisors, L.P. | 100,876 | $610.0K | 0.00% | −135,782−57.4% | Reduced |
| Wealthstar Advisors, LLC | 96,697 | $585.0K | 0.20% | +4,028+4.3% | Added |
| Rhumbline Advisers | 94,295 | $570.5K | 0.00% | +3,604+4.0% | Added |
| JustInvest LLC | 91,884 | $555.9K | 0.01% | +6,114+7.1% | Added |
| Legacy Wealth Asset Management, LLC | 91,827 | $555.6K | 0.15% | +1,849+2.1% | Added |
| Veriti Management LLC | 91,419 | $553.1K | 0.04% | +170.0% | Added |
| Royal Bank of Canada | 88,925 | $539.0K | 0.00% | −133,841−60.1% | Reduced |
| Renaissance Technologies LLC | 84,215 | $511.0K | 0.00% | −14,528−14.7% | Reduced |
| QRG Capital Management, Inc. | 81,446 | $492.7K | 0.01% | −1,843−2.2% | Reduced |
| LPL Financial LLC | 80,311 | $485.9K | 0.00% | −93,262−53.7% | Reduced |
| SG Americas Securities, LLC | 76,632 | $464.0K | 0.00% | +360.0% | Added |
| Charles Schwab Investment Management Inc | 76,413 | $462.3K | 0.00% | +3,537+4.9% | Added |
| Mercer Global Advisors Inc | 69,460 | $420.0K | 0.00% | −2,686−3.7% | Reduced |
| Kestra Advisory Services, LLC | 67,576 | $408.8K | 0.00% | −38−0.1% | Reduced |
| Ameriprise Financial Inc | 66,157 | $400.3K | 0.00% | −3,991−5.7% | Reduced |
| Quantbot Technologies LP | 62,867 | $380.3K | 0.02% | +62,867 | New |
| CI Private Wealth, LLC | 61,243 | $370.5K | 0.00% | −47,887−43.9% | Reduced |
| Ellevest, Inc. | 58,571 | $354.4K | 0.02% | +7,359+14.4% | Added |
| Miller Investment Management, LP | 57,015 | $344.9K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 56,843 | $343.9K | 0.00% | −190,966−77.1% | Reduced |
| Susquehanna International Group, LLP | 55,335 | $334.8K | 0.00% | +45,281+450.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,773 | $331.4K | 0.02% | +44,520+434.2% | Added |
| Ballentine Partners, LLC | 54,215 | $328.0K | 0.01% | +8,915+19.7% | Added |
| HRT Financial LP | 54,108 | $327.0K | 0.00% | +54,108 | New |
| Ritholtz Wealth Management | 51,797 | $313.4K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 50,172 | $303.5K | 0.01% | −1,794−3.5% | Reduced |
| Comerica Bank | 48,752 | $294.9K | 0.00% | −3,763−7.2% | Reduced |
| Bank of Montreal | 46,193 | $280.4K | 0.00% | −22,976−33.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $276.5K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 43,933 | $274.0K | 0.00% | +43,933 | New |
| Quadrant Capital Group LLC | 45,093 | $272.8K | 0.02% | +1,842+4.3% | Added |
| Commonwealth Equity Services, LLC | 44,588 | $270.0K | 0.00% | −848−1.9% | Reduced |
| Truist Financial Corp | 43,872 | $265.4K | 0.00% | −28,287−39.2% | Reduced |
| Evergreen Capital Management LLC | 41,011 | $248.1K | 0.01% | −752−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 40,500 | $243.4K | 0.03% | +40,500 | New |
| Franklin Resources Inc | 36,812 | $222.7K | 0.00% | −3,813−9.4% | Reduced |
| Ar Asset Management Inc | 36,691 | $222.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34,385 | $208.0K | 0.01% | −512−1.5% | Reduced |
| Fox Run Management, L.L.C. | 34,257 | $207.3K | 0.04% | +34,257 | New |
| Cresset Asset Management, LLC | 32,833 | $198.6K | 0.00% | −6,667−16.9% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $195.9K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 32,079 | $194.1K | 0.01% | +32,079 | New |
| UBS Group AG | 30,930 | $187.1K | 0.00% | +13,533+77.8% | Added |
| Strategic Financial Concepts, LLC | 30,917 | $187.0K | 0.05% | +540+1.8% | Added |
| United Capital Financial Advisers, LLC | 30,428 | $184.1K | 0.00% | −1,403−4.4% | Reduced |
| RBF Capital, LLC | 30,000 | $181.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,515 | $178.6K | 0.00% | −506−1.7% | Reduced |
| Grey Street Capital, LLC | 26,671 | $161.4K | 0.02% | +26,671 | New |
| BCJ Capital Management, LLC | 26,162 | $158.3K | 0.01% | −1,229−4.5% | Reduced |
| Axq Capital, LP | 26,100 | $157.9K | 0.04% | +26,100 | New |
| Lake Street Advisors Group, LLC | 25,164 | $152.2K | 0.01% | +549+2.2% | Added |
| Glenmede Trust Co NA | 24,799 | $150.0K | 0.00% | +2,265+10.1% | Added |
| Principal Street Partners, LLC | 22,469 | $148.7K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 24,150 | $146.1K | 0.01% | +312+1.3% | Added |