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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 194,541 | $1.24M | 0.06% | −3,217−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 197,670 | $1.26M | 0.00% | +197,191+41,167.2% | Added |
| Jane Street Group, LLC | 205,720 | $1.31M | 0.00% | −4,081−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 211,078 | $1.35M | 0.00% | −388,515−64.8% | Reduced |
| Wells Fargo & Company | 220,486 | $1.41M | 0.00% | −10,288−4.5% | Reduced |
| Envestnet Asset Management Inc | 240,340 | $1.54M | 0.00% | −1,834−0.8% | Reduced |
| FMR LLC | 241,399 | $1.54M | 0.00% | +95,718+65.7% | Added |
| Vident Advisory, LLC | 254,101 | $1.62M | 0.04% | +38,715+18.0% | Added |
| HighTower Advisors, LLC | 302,262 | $1.93M | 0.00% | +98,178+48.1% | Added |
| Employees Retirement System of Texas | 322,957 | $2.06M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 348,596 | $2.11M | 0.05% | −49,270−12.4% | Reduced |
| Creative Planning | 335,335 | $2.14M | 0.00% | −39,928−10.6% | Reduced |
| US Bancorp | 376,852 | $2.41M | 0.00% | −3,521−0.9% | Reduced |
| Dorsey Wright & Associates | 410,865 | $2.63M | 0.62% | +47,412+13.0% | Added |
| Stifel Financial Corp | 415,492 | $2.65M | 0.00% | +6,461+1.6% | Added |
| Citadel Advisors LLC | 466,431 | $2.98M | 0.00% | +127,174+37.5% | Added |
| SEI Investments Co | 483,491 | $3.09M | 0.00% | −95,161−16.4% | Reduced |
| Todd Asset Management LLC | 537,800 | $3.44M | 0.08% | −20,600−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 537,800 | $3.44M | 0.03% | −20,600−3.7% | Reduced |
| CIBC World Markets Inc. | 560,999 | $3.58M | 0.01% | +65,376+13.2% | Added |
| Northern Trust Corp | 740,814 | $4.73M | 0.00% | −6,189−0.8% | Reduced |
| Millennium Management LLC | 811,631 | $5.19M | 0.00% | +585,907+259.6% | Added |
| Bank of America Corp | 858,769 | $5.49M | 0.00% | +404,883+89.2% | Added |
| American Century Companies Inc | 864,594 | $5.52M | 0.00% | +49,855+6.1% | Added |
| Optiver Holding B.V. | 1,023,642 | $6.54M | 0.17% | −583,317−36.3% | Reduced |
| Marshall Wace, LLP | 1,023,671 | $6.54M | 0.01% | +1,002,670+4,774.4% | Added |
| Summit Global Investments | 1,040,568 | $6.65M | 0.42% | +1,023+0.1% | Added |
| Voloridge Investment Management, LLC | 1,486,148 | $9.50M | 0.03% | +1,316,380+775.4% | Added |
| Grace & White Inc | 1,493,962 | $9.55M | 1.72% | −40,043−2.6% | Reduced |
| Raymond James & Associates | 2,517,071 | $16.1M | 0.01% | +136,208+5.7% | Added |
| Wellington Management Group LLP | 4,484,791 | $28.7M | 0.01% | +780,339+21.1% | Added |
| Goldman Sachs Group Inc | 4,490,807 | $28.7M | 0.01% | +491,788+12.3% | Added |
| Dimensional Fund Advisors LP | 5,114,928 | $32.7M | 0.01% | +194,392+4.0% | Added |
| BlackRock, Inc. | 5,396,180 | $34.5M | 0.00% | +5,396,180 | New |
| Morgan Stanley | 6,510,256 | $41.6M | 0.00% | −136,415−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,367,995 | $45.3M | 0.04% | −1,999,199−23.9% | Reduced |
| Dodge & Cox | 117,784,082 | $752.6M | 0.43% | −359,169−0.3% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −147,525−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,028−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −100,090−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −66,583−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −49,936−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −22,845−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −19,691−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −16,228−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8,093−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |