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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $67 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $218 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $375 | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 72 | $436 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 70 | $444 | 0.00% | +70 | New |
| Group One Trading, L.P. | 81 | $490 | 0.00% | −1,141−93.4% | Reduced |
| Larson Financial Group LLC | 84 | $508 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 93 | $562 | 0.00% | +93 | New |
| PSI Advisors, LLC | 100 | $605 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $610 | 0.00% | +100+10,000.0% | Added |
| Whittier Trust Co | 117 | $707 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 135 | $818 | 0.00% | +135 | New |
| SRS Capital Advisors, Inc. | 144 | $872 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $1.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $1.11K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.15K | 0.00% | −823−81.2% | Reduced |
| Jones Financial Companies LLLP | 201 | $1.22K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 290 | $1.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 321 | $1.93K | 0.00% | +137+74.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $2.01K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 369 | $2.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $2.84K | 0.00% | +469 | New |
| GW&K Investment Management, LLC | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $3.13K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 566 | $3.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $3.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 625 | $3.80K | 0.00% | +625 | New |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.06K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $5.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $6.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,330 | $7.83K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,270 | $8.00K | 0.00% | −150,271−99.2% | Reduced |
| Principal Securities, Inc. | 1,499 | $9.07K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $10.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,707 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,750 | $10.6K | 0.00% | +1,390+386.1% | Added |
| Harbour Investments, Inc. | 1,907 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,994 | $12.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,311 | $14.0K | 0.00% | +2,311 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $14.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,660 | $16.1K | 0.00% | +374+16.4% | Added |
| Umb Bank N A | 2,729 | $16.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,838 | $17.2K | 0.00% | +1,658+140.5% | Added |
| Provenance Wealth Advisors, LLC | 2,900 | $17.5K | 0.00% | +2,900 | New |
| Proequities, Inc. | 2,982 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,119 | $19.0K | 0.00% | +956+44.2% | Added |
| Russell Investments Group, Ltd. | 3,244 | $19.6K | 0.00% | +3,244 | New |
| Massmutual Trust Co FSB | 3,707 | $22.4K | 0.00% | +49+1.3% | Added |
| Ronald Blue Trust, Inc. | 3,982 | $24.1K | 0.00% | −8,087−67.0% | Reduced |
| Citigroup Inc | 4,193 | $25.4K | 0.00% | −267−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,114 | $25.4K | 0.00% | +2,905+240.3% | Added |
| Bell Investment Advisors, Inc | 4,301 | $26.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,633 | $28.0K | 0.00% | +4,633 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $31.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $31.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,660 | $46.3K | 0.00% | −541−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,844 | $47.5K | 0.00% | −12,664−61.8% | Reduced |
| Bokf, NA | 8,093 | $48.6K | 0.00% | −2,161−21.1% | Reduced |
| CIBC Private Wealth Group, LLC | 8,297 | $49.9K | 0.00% | +8,297 | New |
| Five Oceans Advisors | 10,137 | $61.3K | 0.03% | −6−0.1% | Reduced |
| Ieq Capital, LLC | 10,137 | $61.3K | 0.00% | +10,137 | New |
| Boston Private Wealth LLC | 10,286 | $62.2K | 0.00% | +10,286 | New |
| Canopy Partners, LLC | 10,434 | $63.1K | 0.03% | +10,434 | New |
| Perigon Wealth Management, LLC | 10,524 | $63.7K | 0.00% | +10,524 | New |
| RSM US Wealth Management LLC | 10,686 | $64.7K | 0.00% | +10,686 | New |
| Camden Capital, LLC | 10,790 | $65.3K | 0.01% | +53+0.5% | Added |
| Raymond James Trust N.A. | 11,049 | $66.8K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 11,119 | $67.3K | 0.02% | −171−1.5% | Reduced |
| Squarepoint Ops LLC | 11,345 | $68.6K | 0.00% | +11,345 | New |
| PDS Planning, Inc | 11,423 | $69.1K | 0.01% | +478+4.4% | Added |
| Two Sigma Securities, LLC | 11,622 | $70.3K | 0.00% | +11,622 | New |
| Captrust Financial Advisors | 11,777 | $71.3K | 0.00% | −13,255−53.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,058 | $73.0K | 0.00% | +155+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 12,143 | $73.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 13,048 | $78.7K | 0.00% | +2,633+25.3% | Added |
| Janney Montgomery Scott LLC | 13,130 | $79.0K | 0.00% | −6,221−32.1% | Reduced |
| State Street Corp | 13,085 | $79.2K | 0.00% | −310−2.3% | Reduced |
| FourThought Financial Partners, LLC | 13,458 | $81.4K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $82.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,354 | $87.0K | 0.00% | +14,354 | New |
| Lindbrook Capital, LLC | 14,637 | $88.6K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,647 | $88.6K | 0.00% | +14,647 | New |
| Vista Wealth Management Group, LLC | 14,875 | $90.0K | 0.01% | −267−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,044 | $91.0K | 0.00% | +2,729+22.2% | Added |
| Boit C F David | 14,695 | $91.7K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,301 | $92.6K | 0.00% | +1,717+12.6% | Added |
| Glenview Trust Co | 15,828 | $95.8K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,019 | $96.9K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 16,228 | $98.2K | 0.01% | −73,530−81.9% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $99.8K | 0.09% | −25,500−60.7% | Reduced |
| Clarius Group, LLC | 17,047 | $103.1K | 0.01% | −2,353−12.1% | Reduced |