Aegon Ltd.

AEG

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0000769218

SEC filings (opens in a new tab)

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 classesAEFC AEGOF

Q3 2024 vs. Q2 2024

How the institutions holding Aegon Ltd. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of AEG: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	235	4	237	+6
Shares	173.9M	5.33M	175.8M	+7.26M (+4.3%)
Value	$1.07B	$32.7M	$1.13B	+$94.5M (+9.1%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Aegon Ltd. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to AEG in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	5,396,180	$34.5M	0.00%
HRT Financial LP	141,780	$905.0K	0.00%
XTX Topco Ltd	93,130	$595.1K	0.04%
FNY Investment Advisers, LLC	40,000	$255.0K	0.12%
Legacy Capital Group California, Inc.	34,085	$217.8K	0.07%
Contravisory Investment Management, Inc.	33,803	$216.0K	0.05%
Diversify Advisory Services, LLC	26,070	$168.7K	0.01%
Sanctuary Advisors, LLC	18,249	$113.7K	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	14,596	$93.3K	0.00%
Squarepoint Ops LLC	12,125	$77.5K	0.00%
Wolverine Trading, LLC	11,925	$76.2K	0.00%
Kovitz Investment Group Partners, LLC	13,357	$59.3K	0.00%
Bryn Mawr Trust Co	7,517	$48.0K	0.00%
Capital Performance Advisors LLP	3,599	$23.0K	0.01%
Clean Yield Group	3,576	$22.9K	0.01%
Hexagon Capital Partners LLC	1,767	$11.3K	0.00%
Bessemer Group Inc	690	$5.00K	0.00%
ORG Wealth Partners, LLC	511	$3.26K	0.00%
WealthCollab, LLC	438	$2.80K	0.00%
Venturi Wealth Management, LLC	302	$1.93K	0.00%
Grove Bank & Trust	234	$1.50K	0.00%
SRS Capital Advisors, Inc.	116	$742	0.00%
CVA Family Office, LLC	32	$204	0.00%
Hemington Wealth Management	6	$0	0.00%

Sold out (18)

Institutions that held Aegon Ltd. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AEG in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Balyasny Asset Management LLC	147,525	$904.3K
ExodusPoint Capital Management, LP	106,028	$650.0K
Qtron Investments LLC	100,090	$613.6K
Cubist Systematic Strategies, LLC	66,583	$408.2K
Comerica Bank	49,936	$306.1K
New York State Common Retirement Fund	22,845	$140.0K
Deutsche Bank AG	19,691	$120.7K
Schechter Investment Advisors, LLC	16,228	$99.5K
HSBC Holdings PLC	16,000	$98.1K
Toroso Investments, LLC	11,826	$72.5K
Bokf, NA	8,093	$49.6K
Ashton Thomas Private Wealth, LLC	4,826	$29.6K
Tyler-Stone Wealth Management	1,994	$12.2K
Wetzel Investment Advisors, Inc.	1,330	$8.05K
Vermillion & White Wealth Management Group, LLC	671	$4.11K
Kelly Financial Services LLC	566	$3.47K
ORG Partners LLC	511	$3.20K
Transamerica Financial Advisors, Inc.	3	–

Not filed for Q3 2024 yet (4)

Institutions that held Aegon Ltd. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	5,319,990	$32.6M
Buckingham Strategic Wealth, LLC	12,143	$74.4K
JJJ Advisors Inc.	332	$2.09K
Private Ocean, LLC	87	$533