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Livermore
Livermore
ZHEN

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

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.

Institutional holdersQ2 2024: 235 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ2 2024: $1.07B
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2024.

Institutions holding AEG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust578$3.54K0.00%00.0%Unchanged
Farther Finance Advisors, LLC564$3.53K0.00%+243+75.7%Added
Kelly Financial Services LLC566$3.47K0.00%00.0%Unchanged
ORG Partners LLC511$3.20K0.00%+511New
JFS Wealth Advisors, LLC518$3.18K0.00%00.0%Unchanged
Hantz Financial Services, Inc.567$3.00K0.00%−703−55.4%Reduced
GW&K Investment Management, LLC418$3.00K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA479$2.94K0.00%−264,053−99.8%Reduced
Caldwell Trust Co469$2.88K0.00%00.0%Unchanged
Jones Financial Companies LLLP396$2.42K0.00%+195+97.0%Added
Steward Partners Investment Advisory, LLC378$2.32K0.00%00.0%Unchanged
Zions Bancorporation, N.A.375$2.30K0.00%−1,332−78.0%Reduced
GWM Advisors LLC374$2.29K0.00%−2,286−85.9%Reduced
St. Johns Investment Management Company, LLC354$2.17K0.00%00.0%Unchanged
JJJ Advisors Inc.332$2.09K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd333$2.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc290$1.78K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC213$1.30K0.00%−2,098−90.8%Reduced
Montag A & Associates Inc190$1.20K0.00%00.0%Unchanged
Anchor Investment Management, LLC184$1.13K0.00%00.0%Unchanged
Huntington National Bank184$1.13K0.00%+83+82.2%Added
Global Retirement Partners, LLC171$1.05K0.00%00.0%Unchanged
Whittier Trust Co117$7170.00%00.0%Unchanged
PSI Advisors, LLC100$6130.00%00.0%Unchanged
Private Ocean, LLC87$5330.00%−877−91.0%Reduced
Larson Financial Group LLC84$5150.00%00.0%Unchanged
Group One Trading, L.P.81$4970.00%00.0%Unchanged
AdvisorNet Financial, Inc72$4410.00%00.0%Unchanged
Assetmark, Inc62$3800.00%00.0%Unchanged
Creekmur Asset Management LLC62$3800.00%+62New
Mendota Financial Group, LLC41$2520.00%+41New
Pacific Center for Financial Services36$2210.00%00.0%Unchanged
New England Capital Financial Advisors LLC11$680.00%00.0%Unchanged
Cedar Mountain Advisors, LLC2$120.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3––00.0%Unchanged
GTS Securities LLC0$00.00%−1,737,406−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−124,587−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−96,697−100.0%Sold out
Legacy Wealth Asset Management, LLC0$00.00%−91,827−100.0%Sold out
Renaissance Technologies LLC0$00.00%−84,215−100.0%Sold out
HRT Financial LP0$00.00%−54,108−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−34,257−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−30,917−100.0%Sold out
Axq Capital, LP0$00.00%−26,100−100.0%Sold out
XTX Topco Ltd0$00.00%−21,096−100.0%Sold out
Glenview Trust Co0$00.00%−15,828−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−13,458−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−11,622−100.0%Sold out
Squarepoint Ops LLC0$00.00%−11,345−100.0%Sold out
Raymond James Trust N.A.0$00.00%−11,049−100.0%Sold out
Boston Private Wealth LLC0$00.00%−10,286−100.0%Sold out
Five Oceans Advisors0$00.00%−10,137−100.0%Sold out
IFP Advisors, Inc0$00.00%−317−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−144−100.0%Sold out
Sofos Investments, Inc.0$00.00%−135−100.0%Sold out
Wilbanks Smith & Thomas Asset Management LLC––––Not filed
Grey Street Capital, LLC––––Not filed