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 |
|---|---|---|---|---|---|
| Ethic Inc. | 348,596 | $2.11M | 0.05% | +47,392+15.7% | Added |
| US Bancorp | 377,834 | $2.29M | 0.00% | −3,186−0.8% | Reduced |
| Old Mission Capital LLC | 453,166 | $2.74M | 0.07% | +109,779+32.0% | Added |
| SEI Investments Co | 500,330 | $3.03M | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 511,792 | $3.10M | 0.01% | −9,725−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 598,821 | $3.62M | 0.00% | +1,223+0.2% | Added |
| Northern Trust Corp | 767,154 | $4.64M | 0.00% | +7,152+0.9% | Added |
| American Century Companies Inc | 773,711 | $4.68M | 0.00% | +41,441+5.7% | Added |
| Summit Global Investments | 1,039,545 | $6.29M | 0.47% | +4,303+0.4% | Added |
| Grace & White Inc | 1,615,329 | $9.77M | 1.76% | −31,570−1.9% | Reduced |
| GTS Securities LLC | 1,737,406 | $10.5M | 0.28% | +1,589,073+1,071.3% | Added |
| Raymond James & Associates | 2,724,292 | $16.5M | 0.01% | +2,724,292 | New |
| Optiver Holding B.V. | 3,970,552 | $24.0M | 1.00% | +1,629,993+69.6% | Added |
| Dimensional Fund Advisors LP | 4,526,422 | $27.4M | 0.01% | +19,346+0.4% | Added |
| Wellington Management Group LLP | 4,596,663 | $27.8M | 0.00% | −8,879,413−65.9% | Reduced |
| Goldman Sachs Group Inc | 4,799,201 | $29.0M | 0.01% | +658,778+15.9% | Added |
| BlackRock Inc. | 5,162,787 | $31.2M | 0.00% | +68,790+1.4% | Added |
| Morgan Stanley | 6,478,501 | $39.2M | 0.00% | +224,662+3.6% | Added |
| Dodge & Cox | 125,270,017 | $757.9M | 0.44% | +294,300+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −1,922,545−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −1,480,267−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −714,949−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −290,600−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −212,164−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −71,038−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −32,455−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −28,238−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −22,820−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −16,981−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,055−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −10,236−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,236−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Wade G W & Inc | – | – | – | – | Not filed |
| Moreno Evelyn V | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |