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, Q2 2024
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 235
- +17 vs. Q1 2024
- Shares held
- 173.9M
- −819.4K (−0.5%) vs. Q1 2024
- Total value
- $1.07B
- +$8.92M (+0.8%) vs. Q1 2024
- New holders
- 37
- 89 more added
- Sold out
- 20
- 50 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 16,228 | $99.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,377 | $100.4K | 0.00% | +16,284+17,509.7% | Added |
| Guggenheim Capital LLC | 16,382 | $100.4K | 0.00% | −900−5.2% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $101.1K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,064 | $104.6K | 0.00% | −20.0% | Reduced |
| Franklin Street Advisors Inc | 17,551 | $108.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 17,725 | $108.7K | 0.00% | −26,147−59.6% | Reduced |
| Tower Research Capital LLC (TRC) | 18,341 | $112.4K | 0.00% | +3,297+21.9% | Added |
| Parallel Advisors, LLC | 18,437 | $113.0K | 0.00% | −329−1.8% | Reduced |
| Brinker Capital Investments, LLC | 18,493 | $113.4K | 0.00% | +121+0.7% | Added |
| Orion Portfolio Solutions, LLC | 18,493 | $113.4K | 0.00% | +121+0.7% | Added |
| Deutsche Bank AG | 19,691 | $120.7K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 19,963 | $122.4K | 0.01% | +57+0.3% | Added |
| BCJ Capital Management, LLC | 20,296 | $124.4K | 0.01% | −5,866−22.4% | Reduced |
| AE Wealth Management LLC | 20,575 | $126.1K | 0.00% | +291+1.4% | Added |
| Glenmede Trust Co NA | 20,643 | $126.5K | 0.00% | −4,156−16.8% | Reduced |
| Marshall Wace, LLP | 21,001 | $128.7K | 0.00% | +21,001 | New |
| Principal Street Partners, LLC | 22,469 | $137.7K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 22,750 | $140.0K | 0.00% | +969+4.4% | Added |
| New York State Common Retirement Fund | 22,845 | $140.0K | 0.00% | +22,845 | New |
| Sage Rhino Capital LLC | 22,909 | $140.4K | 0.03% | +15+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 23,596 | $144.6K | 0.00% | −429−1.8% | Reduced |
| Personal Cfo Solutions, LLC | 23,917 | $146.6K | 0.02% | +23,917 | New |
| Ronald Blue Trust, Inc. | 24,434 | $147.8K | 0.00% | +20,452+513.6% | Added |
| Lake Street Advisors Group, LLC | 23,909 | $148.6K | 0.01% | −1,255−5.0% | Reduced |
| Wrapmanager Inc | 25,567 | $156.7K | 0.04% | +25,567 | New |
| NFP Retirement, Inc. | 27,938 | $171.3K | 0.01% | +27,938 | New |
| Beverly Hills Private Wealth, LLC | 28,459 | $174.5K | 0.04% | +28,459 | New |
| Eqis Capital Management, Inc. | 28,774 | $176.4K | 0.01% | +4,624+19.1% | Added |
| Claro Advisors LLC | 29,253 | $179.3K | 0.03% | +29,253 | New |
| Engineers Gate Manager LP | 29,709 | $182.1K | 0.00% | +6,837+29.9% | Added |
| RBF Capital, LLC | 30,000 | $183.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,437 | $185.5K | 0.00% | −78−0.3% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $198.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 32,573 | $199.7K | 0.00% | +17,926+122.4% | Added |
| United Capital Financial Advisers, LLC | 33,910 | $207.9K | 0.00% | +3,482+11.4% | Added |
| Cary Street Partner Investment Advisory LLC | 34,492 | $211.4K | 0.01% | +107+0.3% | Added |
| Savant Capital, LLC | 34,622 | $212.2K | 0.00% | +34,622 | New |
| Franklin Resources Inc | 36,496 | $223.7K | 0.00% | −316−0.9% | Reduced |
| Ar Asset Management Inc | 36,691 | $225.0K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 38,800 | $237.8K | 0.03% | −1,700−4.2% | Reduced |
| Susquehanna International Group, LLP | 39,833 | $244.2K | 0.00% | −15,502−28.0% | Reduced |
| Commonwealth Equity Services, LLC | 42,952 | $263.0K | 0.00% | −1,636−3.7% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $280.2K | 0.00% | +45,710 | New |
| Stock Yards Bank & Trust Co | 46,459 | $284.8K | 0.01% | −3,713−7.4% | Reduced |
| Bank of Montreal | 47,952 | $302.1K | 0.00% | +1,759+3.8% | Added |
| Comerica Bank | 49,936 | $306.1K | 0.00% | +1,184+2.4% | Added |
| Quadrant Capital Group LLC | 50,211 | $307.8K | 0.02% | +5,118+11.3% | Added |
| Ritholtz Wealth Management | 50,663 | $310.6K | 0.01% | −1,134−2.2% | Reduced |
| Evergreen Capital Management LLC | 49,517 | $311.7K | 0.01% | +8,506+20.7% | Added |
| CAPROCK Group, Inc. | 51,012 | $316.1K | 0.01% | +27,216+114.4% | Added |
| Colony Group, LLC | 54,258 | $343.0K | 0.00% | +10,325+23.5% | Added |
| Miller Investment Management, LP | 57,015 | $349.5K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 58,629 | $359.4K | 0.00% | −2,614−4.3% | Reduced |
| Cetera Investment Advisers | 64,441 | $395.0K | 0.00% | +46,511+259.4% | Added |
| Ballentine Partners, LLC | 65,286 | $400.2K | 0.01% | +11,071+20.4% | Added |
| Highland Capital Management, LLC | 65,998 | $404.6K | 0.02% | +65,998 | New |
| Cubist Systematic Strategies, LLC | 66,583 | $408.2K | 0.01% | +9,740+17.1% | Added |
| Fulton Bank, N.A. | 67,451 | $413.5K | 0.02% | +35,372+110.3% | Added |
| Ellevest, Inc. | 68,426 | $419.5K | 0.03% | +9,855+16.8% | Added |
| Mercer Global Advisors Inc | 70,082 | $429.6K | 0.00% | +622+0.9% | Added |
| Ameriprise Financial Inc | 70,313 | $433.8K | 0.00% | +4,156+6.3% | Added |
| Atria Investments LLC | 71,108 | $435.9K | 0.01% | +71,108 | New |
| Russell Investments Group, Ltd. | 71,836 | $440.4K | 0.00% | +68,592+2,114.4% | Added |
| Cresset Asset Management, LLC | 75,597 | $466.4K | 0.00% | +42,764+130.2% | Added |
| SG Americas Securities, LLC | 76,596 | $470.0K | 0.00% | −360.0% | Reduced |
| LPL Financial LLC | 77,253 | $473.6K | 0.00% | −3,058−3.8% | Reduced |
| QRG Capital Management, Inc. | 80,547 | $493.8K | 0.01% | −899−1.1% | Reduced |
| Diversify Wealth Management, LLC | 85,664 | $501.1K | 0.06% | +85,664 | New |
| Royal Bank of Canada | 82,525 | $506.0K | 0.00% | −6,400−7.2% | Reduced |
| TownSquare Capital, LLC | 86,935 | $532.9K | 0.01% | +67,707+352.1% | Added |
| AdvisorShares Investments LLC | 86,300 | $540.2K | 0.09% | +86,300 | New |
| Point72 Asset Management, L.P. | 91,100 | $558.4K | 0.00% | +91,100 | New |
| Veriti Management LLC | 91,375 | $560.1K | 0.03% | −440.0% | Reduced |
| JustInvest LLC | 98,456 | $603.5K | 0.01% | +6,572+7.2% | Added |
| Rhumbline Advisers | 98,494 | $603.8K | 0.00% | +4,199+4.5% | Added |
| Cerity Partners LLC | 99,850 | $612.1K | 0.00% | −29,313−22.7% | Reduced |
| Natixis Advisors, L.P. | 100,016 | $613.0K | 0.00% | −860−0.9% | Reduced |
| Qtron Investments LLC | 100,090 | $613.6K | 0.09% | +100,090 | New |
| Pathstone Holdings, LLC | 103,137 | $632.4K | 0.00% | −15,438−13.0% | Reduced |
| ExodusPoint Capital Management, LP | 106,028 | $650.0K | 0.01% | +106,028 | New |
| RSM US Wealth Management LLC | 104,363 | $652.5K | 0.01% | +93,677+876.6% | Added |
| Quantbot Technologies LP | 107,084 | $656.4K | 0.03% | +44,217+70.3% | Added |
| Charles Schwab Investment Management Inc | 111,856 | $685.7K | 0.00% | +35,443+46.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 115,378 | $707.3K | 0.04% | +60,605+110.6% | Added |
| Kestra Advisory Services, LLC | 120,258 | $737.2K | 0.00% | +52,682+78.0% | Added |
| Bank of New York Mellon Corp | 121,083 | $742.2K | 0.00% | +10,700+9.7% | Added |
| Crossmark Global Holdings, Inc. | 122,077 | $749.0K | 0.01% | +1,186+1.0% | Added |
| National Bank of Canada | 130,061 | $809.6K | 0.00% | +887+0.7% | Added |
| Signaturefd, LLC | 134,175 | $822.5K | 0.02% | +7,472+5.9% | Added |
| O'Shaughnessy Asset Management, LLC | 140,990 | $864.3K | 0.01% | +2,992+2.2% | Added |
| FMR LLC | 145,681 | $893.0K | 0.00% | +3,893+2.7% | Added |
| Balyasny Asset Management LLC | 147,525 | $904.3K | 0.00% | +147,525 | New |
| JPMorgan Chase & Co | 148,075 | $907.7K | 0.00% | +128,843+669.9% | Added |
| First Hawaiian Bank | 148,200 | $908.5K | 0.03% | −5,300−3.5% | Reduced |
| Mariner, LLC | 154,000 | $944.1K | 0.00% | +7,506+5.1% | Added |
| Greenleaf Trust | 154,308 | $945.9K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 169,768 | $1.04M | 0.00% | +15,057+9.7% | Added |
| Vanguard Group Inc | 171,853 | $1.05M | 0.00% | +455+0.3% | Added |
| Wetherby Asset Management Inc | 197,758 | $1.21M | 0.06% | −1,108−0.6% | Reduced |