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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.

Other share classesAEFCAEGOF

Q2 2024 vs. Q1 2024

How the institutions holding Aegon Ltd. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of AEG: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2202235+17
Shares174.8M72.4K173.9M−819.4K (−0.5%)
Value$1.06B$437.9K$1.07B+$8.92M (+0.8%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Aegon Ltd. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to AEG in Q2 2024
InstitutionSharesValue% of portfolio
Teachers Retirement System of the State of Kentucky558,400$3.42M0.03%
Todd Asset Management LLC558,400$3.42M0.07%
Dorsey Wright & Associates363,453$2.23M0.58%
Employees Retirement System of Texas322,957$1.98M0.02%
Balyasny Asset Management LLC147,525$904.3K0.00%
ExodusPoint Capital Management, LP106,028$650.0K0.01%
Qtron Investments LLC100,090$613.6K0.09%
Point72 Asset Management, L.P.91,100$558.4K0.00%
AdvisorShares Investments LLC86,300$540.2K0.09%
Diversify Wealth Management, LLC85,664$501.1K0.06%
Atria Investments LLC71,108$435.9K0.01%
Highland Capital Management, LLC65,998$404.6K0.02%
Clearstead Advisors, LLC45,710$280.2K0.00%
Savant Capital, LLC34,622$212.2K0.00%
Claro Advisors LLC29,253$179.3K0.03%
Beverly Hills Private Wealth, LLC28,459$174.5K0.04%
NFP Retirement, Inc.27,938$171.3K0.01%
Wrapmanager Inc25,567$156.7K0.04%
Personal Cfo Solutions, LLC23,917$146.6K0.02%
New York State Common Retirement Fund22,845$140.0K0.00%
Marshall Wace, LLP21,001$128.7K0.00%
HSBC Holdings PLC16,000$98.1K0.00%
Campbell & CO Investment Adviser LLC14,940$91.6K0.01%
Henry James International Management, Inc.14,535$89.1K0.03%
Burns Matteson Capital Management, LLC13,017$79.8K0.05%
Toroso Investments, LLC11,826$72.5K0.00%
GeoWealth Management, LLC11,375$69.7K0.00%
Advisory Alpha, LLC11,105$68.1K0.00%
Capital Asset Advisory Services LLC10,728$67.0K0.00%
Axxcess Wealth Management, LLC10,728$65.8K0.00%
Cromwell Holdings LLC9,692$61.1K0.04%
Ashton Thomas Private Wealth, LLC4,826$29.6K0.00%
William B. Walkup & Associates, Inc.2,094$12.8K0.01%
Salem Investment Counselors Inc1,020$6.43K0.00%
ORG Partners LLC511$3.20K0.00%
Creekmur Asset Management LLC62$3800.00%
Mendota Financial Group, LLC41$2520.00%

Sold out (20)

Institutions that held Aegon Ltd. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of AEG in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
GTS Securities LLC1,737,406$10.5M
Graham Capital Management, L.P.124,587$753.8K
Wealthstar Advisors, LLC96,697$585.0K
Legacy Wealth Asset Management, LLC91,827$555.6K
Renaissance Technologies LLC84,215$511.0K
HRT Financial LP54,108$327.0K
Fox Run Management, L.L.C.34,257$207.3K
Strategic Financial Concepts, LLC30,917$187.0K
Axq Capital, LP26,100$157.9K
XTX Topco Ltd21,096$127.6K
Glenview Trust Co15,828$95.8K
FourThought Financial Partners, LLC13,458$81.4K
Two Sigma Securities, LLC11,622$70.3K
Squarepoint Ops LLC11,345$68.6K
Raymond James Trust N.A.11,049$66.8K
Boston Private Wealth LLC10,286$62.2K
Five Oceans Advisors10,137$61.3K
IFP Advisors, Inc317$1.92K
SRS Capital Advisors, Inc.144$872
Sofos Investments, Inc.135$818

Not filed for Q2 2024 yet (2)

Institutions that held Aegon Ltd. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Wilbanks Smith & Thomas Asset Management LLC45,710$276.5K
Grey Street Capital, LLC26,671$161.4K