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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 17,066 | $103.2K | 0.00% | +7,316+75.0% | Added |
| Guggenheim Capital LLC | 17,282 | $104.6K | 0.00% | +5,324+44.5% | Added |
| Franklin Street Advisors Inc | 17,551 | $106.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,930 | $108.5K | 0.00% | +17,930 | New |
| Brinker Capital Investments, LLC | 18,372 | $111.2K | 0.00% | −372−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 18,372 | $111.2K | 0.00% | −372−2.0% | Reduced |
| Parallel Advisors, LLC | 18,766 | $113.5K | 0.00% | +1,163+6.6% | Added |
| TownSquare Capital, LLC | 19,228 | $116.3K | 0.00% | +1,381+7.7% | Added |
| JPMorgan Chase & Co | 19,232 | $116.4K | 0.00% | +1,374+7.7% | Added |
| Deutsche Bank AG | 19,691 | $119.1K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 19,906 | $120.4K | 0.01% | +1,319+7.1% | Added |
| Dorsey & Whitney Trust CO LLC | 20,098 | $121.6K | 0.01% | +20,098 | New |
| AE Wealth Management LLC | 20,284 | $122.7K | 0.00% | −453−2.2% | Reduced |
| XTX Topco Ltd | 21,096 | $127.6K | 0.02% | −47,908−69.4% | Reduced |
| Sequoia Financial Advisors, LLC | 21,781 | $131.8K | 0.00% | +2,002+10.1% | Added |
| Engineers Gate Manager LP | 22,872 | $138.4K | 0.00% | −18,103−44.2% | Reduced |
| Sage Rhino Capital LLC | 22,894 | $138.5K | 0.03% | +457+2.0% | Added |
| CAPROCK Group, Inc. | 23,796 | $144.0K | 0.01% | −148−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,025 | $145.4K | 0.00% | +1,208+5.3% | Added |
| Eqis Capital Management, Inc. | 24,150 | $146.1K | 0.01% | +312+1.3% | Added |
| Principal Street Partners, LLC | 22,469 | $148.7K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 24,799 | $150.0K | 0.00% | +2,265+10.1% | Added |
| Lake Street Advisors Group, LLC | 25,164 | $152.2K | 0.01% | +549+2.2% | Added |
| Axq Capital, LP | 26,100 | $157.9K | 0.04% | +26,100 | New |
| BCJ Capital Management, LLC | 26,162 | $158.3K | 0.01% | −1,229−4.5% | Reduced |
| Grey Street Capital, LLC | 26,671 | $161.4K | 0.02% | +26,671 | New |
| Atria Wealth Solutions, Inc. | 29,515 | $178.6K | 0.00% | −506−1.7% | Reduced |
| RBF Capital, LLC | 30,000 | $181.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 30,428 | $184.1K | 0.00% | −1,403−4.4% | Reduced |
| Strategic Financial Concepts, LLC | 30,917 | $187.0K | 0.05% | +540+1.8% | Added |
| UBS Group AG | 30,930 | $187.1K | 0.00% | +13,533+77.8% | Added |
| Fulton Bank, N.A. | 32,079 | $194.1K | 0.01% | +32,079 | New |
| Yousif Capital Management, LLC | 32,375 | $195.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 32,833 | $198.6K | 0.00% | −6,667−16.9% | Reduced |
| Fox Run Management, L.L.C. | 34,257 | $207.3K | 0.04% | +34,257 | New |
| Cary Street Partner Investment Advisory LLC | 34,385 | $208.0K | 0.01% | −512−1.5% | Reduced |
| Ar Asset Management Inc | 36,691 | $222.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 36,812 | $222.7K | 0.00% | −3,813−9.4% | Reduced |
| Central Pacific Bank - Trust Division | 40,500 | $243.4K | 0.03% | +40,500 | New |
| Evergreen Capital Management LLC | 41,011 | $248.1K | 0.01% | −752−1.8% | Reduced |
| Truist Financial Corp | 43,872 | $265.4K | 0.00% | −28,287−39.2% | Reduced |
| Commonwealth Equity Services, LLC | 44,588 | $270.0K | 0.00% | −848−1.9% | Reduced |
| Quadrant Capital Group LLC | 45,093 | $272.8K | 0.02% | +1,842+4.3% | Added |
| Colony Group, LLC | 43,933 | $274.0K | 0.00% | +43,933 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $276.5K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 46,193 | $280.4K | 0.00% | −22,976−33.2% | Reduced |
| Comerica Bank | 48,752 | $294.9K | 0.00% | −3,763−7.2% | Reduced |
| Stock Yards Bank & Trust Co | 50,172 | $303.5K | 0.01% | −1,794−3.5% | Reduced |
| Ritholtz Wealth Management | 51,797 | $313.4K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 54,108 | $327.0K | 0.00% | +54,108 | New |
| Ballentine Partners, LLC | 54,215 | $328.0K | 0.01% | +8,915+19.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,773 | $331.4K | 0.02% | +44,520+434.2% | Added |
| Susquehanna International Group, LLP | 55,335 | $334.8K | 0.00% | +45,281+450.4% | Added |
| Cubist Systematic Strategies, LLC | 56,843 | $343.9K | 0.00% | −190,966−77.1% | Reduced |
| Miller Investment Management, LP | 57,015 | $344.9K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 58,571 | $354.4K | 0.02% | +7,359+14.4% | Added |
| CI Private Wealth, LLC | 61,243 | $370.5K | 0.00% | −47,887−43.9% | Reduced |
| Quantbot Technologies LP | 62,867 | $380.3K | 0.02% | +62,867 | New |
| Ameriprise Financial Inc | 66,157 | $400.3K | 0.00% | −3,991−5.7% | Reduced |
| Kestra Advisory Services, LLC | 67,576 | $408.8K | 0.00% | −38−0.1% | Reduced |
| Mercer Global Advisors Inc | 69,460 | $420.0K | 0.00% | −2,686−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 76,413 | $462.3K | 0.00% | +3,537+4.9% | Added |
| SG Americas Securities, LLC | 76,632 | $464.0K | 0.00% | +360.0% | Added |
| LPL Financial LLC | 80,311 | $485.9K | 0.00% | −93,262−53.7% | Reduced |
| QRG Capital Management, Inc. | 81,446 | $492.7K | 0.01% | −1,843−2.2% | Reduced |
| Renaissance Technologies LLC | 84,215 | $511.0K | 0.00% | −14,528−14.7% | Reduced |
| Royal Bank of Canada | 88,925 | $539.0K | 0.00% | −133,841−60.1% | Reduced |
| Veriti Management LLC | 91,419 | $553.1K | 0.04% | +170.0% | Added |
| Legacy Wealth Asset Management, LLC | 91,827 | $555.6K | 0.15% | +1,849+2.1% | Added |
| JustInvest LLC | 91,884 | $555.9K | 0.01% | +6,114+7.1% | Added |
| Rhumbline Advisers | 94,295 | $570.5K | 0.00% | +3,604+4.0% | Added |
| Wealthstar Advisors, LLC | 96,697 | $585.0K | 0.20% | +4,028+4.3% | Added |
| Natixis Advisors, L.P. | 100,876 | $610.0K | 0.00% | −135,782−57.4% | Reduced |
| Bank of New York Mellon Corp | 110,383 | $667.8K | 0.00% | −908−0.8% | Reduced |
| Pathstone Holdings, LLC | 118,575 | $717.4K | 0.00% | +93,091+365.3% | Added |
| Crossmark Global Holdings, Inc. | 120,891 | $732.0K | 0.01% | +86+0.1% | Added |
| Millennium Management LLC | 123,029 | $744.3K | 0.00% | −163,793−57.1% | Reduced |
| Jane Street Group, LLC | 123,987 | $750.1K | 0.00% | +101,401+449.0% | Added |
| Graham Capital Management, L.P. | 124,587 | $753.8K | 0.02% | +40,031+47.3% | Added |
| Signaturefd, LLC | 126,703 | $766.6K | 0.02% | +3,756+3.1% | Added |
| Cerity Partners LLC | 129,163 | $781.4K | 0.00% | +41,747+47.8% | Added |
| O'Shaughnessy Asset Management, LLC | 137,998 | $834.9K | 0.01% | +31,333+29.4% | Added |
| National Bank of Canada | 129,174 | $853.5K | 0.00% | +2,590+2.0% | Added |
| FMR LLC | 141,788 | $857.8K | 0.00% | +10,888+8.3% | Added |
| Mariner, LLC | 146,494 | $886.3K | 0.00% | +857+0.6% | Added |
| First Hawaiian Bank | 153,500 | $928.7K | 0.03% | +153,500 | New |
| Greenleaf Trust | 154,308 | $933.6K | 0.01% | +140+0.1% | Added |
| Voloridge Investment Management, LLC | 154,711 | $936.0K | 0.00% | +75,335+94.9% | Added |
| Vident Advisory, LLC | 156,153 | $944.7K | 0.02% | +16,480+11.8% | Added |
| Envestnet Asset Management Inc | 166,586 | $1.01M | 0.00% | −96,126−36.6% | Reduced |
| Citadel Advisors LLC | 170,995 | $1.03M | 0.00% | −347,455−67.0% | Reduced |
| Vanguard Group Inc | 171,398 | $1.04M | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 198,866 | $1.20M | 0.06% | −8,584−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 204,922 | $1.24M | 0.00% | +148,784+265.0% | Added |
| HighTower Advisors, LLC | 213,398 | $1.29M | 0.00% | −95,156−30.8% | Reduced |
| BNP Paribas Arbitrage, SA | 264,532 | $1.60M | 0.00% | +264,532 | New |
| Wells Fargo & Company | 291,465 | $1.76M | 0.00% | −324,377−52.7% | Reduced |
| Bank of America Corp | 298,598 | $1.81M | 0.00% | −26,303−8.1% | Reduced |
| Creative Planning | 305,858 | $1.85M | 0.00% | +48,634+18.9% | Added |
| Stifel Financial Corp | 340,355 | $2.06M | 0.00% | −7,329−2.1% | Reduced |