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, Q3 2024
Institutional positions in Aegon Ltd. as of Sep 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
- 237
- +6 vs. Q2 2024
- Shares held
- 175.8M
- +7.26M (+4.3%) vs. Q2 2024
- Total value
- $1.13B
- +$94.5M (+9.1%) vs. Q2 2024
- New holders
- 24
- 79 more added
- Sold out
- 18
- 75 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 16,355 | $104.5K | 0.00% | −27−0.2% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $105.4K | 0.08% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 16,504 | $105.5K | 0.01% | −3,792−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,064 | $109.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,258 | $110.3K | 0.00% | −1,179−6.4% | Reduced |
| Franklin Street Advisors Inc | 17,551 | $112.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,249 | $113.7K | 0.00% | +18,249 | New |
| Brinker Capital Investments, LLC | 17,845 | $114.0K | 0.00% | −648−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 17,845 | $114.0K | 0.00% | −648−3.5% | Reduced |
| Glenmede Trust Co NA | 18,923 | $120.9K | 0.00% | −1,720−8.3% | Reduced |
| Wrapmanager Inc | 19,532 | $124.8K | 0.03% | −6,035−23.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,240 | $129.3K | 0.00% | +3,863+23.6% | Added |
| AE Wealth Management LLC | 20,284 | $129.6K | 0.00% | −291−1.4% | Reduced |
| Principal Street Partners, LLC | 22,469 | $137.7K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 21,716 | $138.8K | 0.01% | +6,776+45.4% | Added |
| Beverly Hills Private Wealth, LLC | 22,152 | $141.6K | 0.03% | −6,307−22.2% | Reduced |
| Syon Capital LLC | 22,408 | $143.2K | 0.01% | +2,445+12.2% | Added |
| Point72 Asset Management, L.P. | 22,529 | $144.0K | 0.00% | −68,571−75.3% | Reduced |
| Sequoia Financial Advisors, LLC | 22,746 | $145.3K | 0.00% | −40.0% | Reduced |
| Sage Rhino Capital LLC | 22,815 | $145.8K | 0.03% | −94−0.4% | Reduced |
| Optas, LLC | 22,908 | $146.4K | 0.03% | +11,719+104.7% | Added |
| Prime Capital Investment Advisors, LLC | 23,325 | $149.0K | 0.00% | −271−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 23,886 | $152.6K | 0.01% | −23−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 25,228 | $161.2K | 0.02% | +1,311+5.5% | Added |
| Engineers Gate Manager LP | 25,668 | $164.0K | 0.00% | −4,041−13.6% | Reduced |
| CIBC Private Wealth Group, LLC | 25,752 | $164.6K | 0.00% | +17,588+215.4% | Added |
| Diversify Advisory Services, LLC | 26,070 | $168.7K | 0.01% | +26,070 | New |
| NFP Retirement, Inc. | 27,938 | $178.5K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 29,125 | $186.1K | 0.01% | +351+1.2% | Added |
| Atria Wealth Solutions, Inc. | 29,437 | $188.1K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 29,732 | $190.0K | 0.02% | +479+1.6% | Added |
| RBF Capital, LLC | 30,000 | $191.7K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 31,624 | $202.1K | 0.01% | −14,835−31.9% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $206.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 32,845 | $209.9K | 0.00% | −1,065−3.1% | Reduced |
| Truist Financial Corp | 33,094 | $211.5K | 0.00% | +15,369+86.7% | Added |
| Contravisory Investment Management, Inc. | 33,803 | $216.0K | 0.05% | +33,803 | New |
| Legacy Capital Group California, Inc. | 34,085 | $217.8K | 0.07% | +34,085 | New |
| Cary Street Partner Investment Advisory LLC | 34,800 | $222.4K | 0.01% | +308+0.9% | Added |
| Savant Capital, LLC | 35,469 | $226.6K | 0.00% | +847+2.4% | Added |
| Franklin Resources Inc | 36,684 | $229.6K | 0.00% | +188+0.5% | Added |
| Ar Asset Management Inc | 36,691 | $234.0K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 38,800 | $247.9K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 40,000 | $255.0K | 0.12% | +40,000 | New |
| JPMorgan Chase & Co | 40,893 | $261.3K | 0.00% | −107,182−72.4% | Reduced |
| CAPROCK Group, Inc. | 41,290 | $263.8K | 0.01% | −9,722−19.1% | Reduced |
| Commonwealth Equity Services, LLC | 43,644 | $279.0K | 0.00% | +692+1.6% | Added |
| Clearstead Advisors, LLC | 45,710 | $292.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 47,174 | $301.0K | 0.01% | +46,165+4,575.3% | Added |
| Bank of Montreal | 49,149 | $314.1K | 0.00% | +1,197+2.5% | Added |
| Ritholtz Wealth Management | 50,073 | $320.0K | 0.01% | −590−1.2% | Reduced |
| Evergreen Capital Management LLC | 50,449 | $322.4K | 0.01% | +932+1.9% | Added |
| Quadrant Capital Group LLC | 51,712 | $330.4K | 0.02% | +1,501+3.0% | Added |
| Miller Investment Management, LP | 57,015 | $364.3K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 59,488 | $380.1K | 0.00% | +859+1.5% | Added |
| Cetera Investment Advisers | 61,024 | $389.9K | 0.00% | −3,417−5.3% | Reduced |
| Ballentine Partners, LLC | 62,244 | $397.7K | 0.01% | −3,042−4.7% | Reduced |
| Ellevest, Inc. | 63,729 | $407.2K | 0.02% | −4,697−6.9% | Reduced |
| AQR Capital Management LLC | 64,187 | $410.2K | 0.00% | +31,614+97.1% | Added |
| Highland Capital Management, LLC | 65,852 | $420.8K | 0.02% | −146−0.2% | Reduced |
| Fulton Bank, N.A. | 67,451 | $431.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 69,725 | $433.7K | 0.00% | −357−0.5% | Reduced |
| LPL Financial LLC | 68,961 | $440.7K | 0.00% | −8,292−10.7% | Reduced |
| Atria Investments LLC | 69,835 | $446.2K | 0.01% | −1,273−1.8% | Reduced |
| Russell Investments Group, Ltd. | 73,927 | $472.4K | 0.00% | +2,091+2.9% | Added |
| SG Americas Securities, LLC | 76,803 | $491.0K | 0.00% | +207+0.3% | Added |
| Ameriprise Financial Inc | 79,342 | $507.0K | 0.00% | +9,029+12.8% | Added |
| AdvisorShares Investments LLC | 81,105 | $518.3K | 0.10% | −5,195−6.0% | Reduced |
| QRG Capital Management, Inc. | 83,223 | $531.8K | 0.01% | +2,676+3.3% | Added |
| Cresset Asset Management, LLC | 85,238 | $544.7K | 0.00% | +9,641+12.8% | Added |
| Natixis Advisors, L.P. | 86,615 | $553.0K | 0.00% | −13,401−13.4% | Reduced |
| Ronald Blue Trust, Inc. | 90,307 | $553.6K | 0.01% | +65,873+269.6% | Added |
| Royal Bank of Canada | 86,667 | $554.0K | 0.00% | +4,142+5.0% | Added |
| Veriti Management LLC | 88,873 | $567.9K | 0.03% | −2,502−2.7% | Reduced |
| TownSquare Capital, LLC | 88,911 | $568.1K | 0.01% | +1,976+2.3% | Added |
| Diversify Wealth Management, LLC | 91,136 | $583.3K | 0.06% | +5,472+6.4% | Added |
| UBS Group AG | 91,696 | $585.9K | 0.00% | +76,702+511.6% | Added |
| XTX Topco Ltd | 93,130 | $595.1K | 0.04% | +93,130 | New |
| Rhumbline Advisers | 101,704 | $649.9K | 0.00% | +3,210+3.3% | Added |
| RSM US Wealth Management LLC | 105,038 | $653.4K | 0.01% | +675+0.6% | Added |
| JustInvest LLC | 102,765 | $656.7K | 0.01% | +4,309+4.4% | Added |
| Pathstone Holdings, LLC | 103,096 | $658.8K | 0.00% | −410.0% | Reduced |
| Charles Schwab Investment Management Inc | 106,946 | $683.4K | 0.00% | −4,910−4.4% | Reduced |
| Kestra Advisory Services, LLC | 110,515 | $706.2K | 0.00% | −9,743−8.1% | Reduced |
| Quantbot Technologies LP | 114,476 | $731.5K | 0.03% | +7,392+6.9% | Added |
| Crossmark Global Holdings, Inc. | 123,947 | $792.0K | 0.01% | +1,870+1.5% | Added |
| Bank of New York Mellon Corp | 128,480 | $821.0K | 0.00% | +7,397+6.1% | Added |
| Signaturefd, LLC | 132,797 | $848.6K | 0.02% | −1,378−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 133,949 | $855.9K | 0.04% | +18,571+16.1% | Added |
| National Bank of Canada | 138,736 | $886.5K | 0.00% | +8,675+6.7% | Added |
| O'Shaughnessy Asset Management, LLC | 143,884 | $900.7K | 0.01% | +2,894+2.1% | Added |
| HRT Financial LP | 141,780 | $905.0K | 0.00% | +141,780 | New |
| First Hawaiian Bank | 148,200 | $947.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 149,032 | $952.3K | 0.00% | +49,182+49.3% | Added |
| Quantinno Capital Management LP | 150,094 | $959.1K | 0.01% | −54,756−26.7% | Reduced |
| Greenleaf Trust | 154,518 | $987.4K | 0.01% | +210+0.1% | Added |
| Mariner, LLC | 159,082 | $1.02M | 0.00% | +5,082+3.3% | Added |
| Susquehanna International Group, LLP | 165,659 | $1.06M | 0.00% | +125,826+315.9% | Added |
| Vanguard Group Inc | 171,848 | $1.10M | 0.00% | −50.0% | Reduced |
| Old Mission Capital LLC | 186,887 | $1.19M | 0.03% | −66,804−26.3% | Reduced |