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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 204,084 | $1.25M | 0.00% | −9,314−4.4% | Reduced |
| Quantinno Capital Management LP | 204,850 | $1.26M | 0.02% | +190,496+1,327.1% | Added |
| Jane Street Group, LLC | 209,801 | $1.29M | 0.00% | +85,814+69.2% | Added |
| Vident Advisory, LLC | 215,386 | $1.32M | 0.04% | +59,233+37.9% | Added |
| Millennium Management LLC | 225,724 | $1.38M | 0.00% | +102,695+83.5% | Added |
| Wells Fargo & Company | 230,774 | $1.41M | 0.00% | −60,691−20.8% | Reduced |
| Envestnet Asset Management Inc | 242,174 | $1.48M | 0.00% | +75,588+45.4% | Added |
| Old Mission Capital LLC | 253,691 | $1.56M | 0.04% | −199,475−44.0% | Reduced |
| Employees Retirement System of Texas | 322,957 | $1.98M | 0.02% | +322,957 | New |
| Citadel Advisors LLC | 339,257 | $2.08M | 0.00% | +168,262+98.4% | Added |
| Dorsey Wright & Associates | 363,453 | $2.23M | 0.58% | +363,453 | New |
| Creative Planning | 375,263 | $2.30M | 0.00% | +69,405+22.7% | Added |
| US Bancorp | 380,373 | $2.33M | 0.00% | +2,539+0.7% | Added |
| Ethic Inc. | 397,866 | $2.44M | 0.06% | +49,270+14.1% | Added |
| Stifel Financial Corp | 409,031 | $2.51M | 0.00% | +68,676+20.2% | Added |
| Bank of America Corp | 453,886 | $2.78M | 0.00% | +155,288+52.0% | Added |
| CIBC World Markets Inc. | 495,623 | $3.04M | 0.01% | −16,169−3.2% | Reduced |
| Todd Asset Management LLC | 558,400 | $3.42M | 0.07% | +558,400 | New |
| Teachers Retirement System of the State of Kentucky | 558,400 | $3.42M | 0.03% | +558,400 | New |
| SEI Investments Co | 578,652 | $3.55M | 0.01% | +78,322+15.7% | Added |
| The PNC Financial Services Group, Inc. | 599,593 | $3.68M | 0.00% | +772+0.1% | Added |
| Northern Trust Corp | 747,003 | $4.58M | 0.00% | −20,151−2.6% | Reduced |
| American Century Companies Inc | 814,739 | $4.99M | 0.00% | +41,028+5.3% | Added |
| Summit Global Investments | 1,039,545 | $6.37M | 0.43% | 00.0% | Unchanged |
| Grace & White Inc | 1,534,005 | $9.40M | 1.77% | −81,324−5.0% | Reduced |
| Optiver Holding B.V. | 1,606,959 | $9.85M | 0.19% | −2,363,593−59.5% | Reduced |
| Raymond James & Associates | 2,380,863 | $14.6M | 0.01% | −343,429−12.6% | Reduced |
| Wellington Management Group LLP | 3,704,452 | $22.7M | 0.00% | −892,211−19.4% | Reduced |
| Goldman Sachs Group Inc | 3,999,019 | $24.5M | 0.00% | −800,182−16.7% | Reduced |
| Dimensional Fund Advisors LP | 4,920,536 | $30.2M | 0.01% | +394,114+8.7% | Added |
| BlackRock Inc. | 5,319,990 | $32.6M | 0.00% | +157,203+3.0% | Added |
| Morgan Stanley | 6,646,671 | $40.7M | 0.00% | +168,170+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 8,367,194 | $51.3M | 0.05% | +8,162,272+3,983.1% | Added |
| Dodge & Cox | 118,143,251 | $724.2M | 0.43% | −7,126,766−5.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,737,406−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −124,587−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −96,697−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −91,827−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −84,215−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −54,108−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −34,257−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −30,917−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,096−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −15,828−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,622−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,345−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |