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

Q4 2024 vs. Q3 2024

How the institutions holding Aegon Ltd. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of AEG: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	237	1	254	+18
Shares	175.8M	2.52M	180.8M	+7.45M (+4.3%)
Value	$1.13B	$16.1M	$1.06B	−$47.1M (−4.2%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Aegon Ltd. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AEG in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	2,614,044	$15.4M	0.01%
Cubist Systematic Strategies, LLC	803,580	$4.73M	0.08%
Abc Arbitrage SA	576,292	$3.39M	0.49%
Two Sigma Advisers, LP	283,207	$1.67M	0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	277,586	$1.63M	1.00%
Qube Research & Technologies Ltd	180,639	$1.06M	0.00%
Acadian Asset Management LLC	118,607	$698.0K	0.00%
Two Sigma Investments, LP	109,514	$645.0K	0.00%
Wealthstar Advisors, LLC	102,086	$601.3K	0.26%
First Trust Advisors LP	87,979	$518.2K	0.00%
OLIO Financial Planning	84,149	$495.6K	0.17%
Barclays PLC	40,000	$235.6K	0.00%
Cary Street Partners Financial LLC	35,061	$206.5K	0.01%
Graham Capital Management, L.P.	33,454	$197.0K	0.01%
Kestra Private Wealth Services, LLC	20,900	$123.1K	0.00%
FourThought Financial Partners, LLC	13,458	$79.3K	0.01%
Alliance Wealth Advisors, LLC	11,512	$67.8K	0.02%
Warren Averett Asset Management, LLC	11,000	$64.8K	0.00%
Sierra Ocean, LLC	3,026	$17.8K	0.01%
Pathway Financial Advisers, LLC	1,972	$11.6K	0.00%
Copia Wealth Management	1,575	$9.28K	0.01%
Pillar Financial Advisors, LLC	930	$5.48K	0.00%
MAI Capital Management	756	$4.45K	0.00%
Pinney & Scofield, Inc.	714	$4.21K	0.00%
Vermillion & White Wealth Management Group, LLC	671	$3.95K	0.00%
Golden State Wealth Management, LLC	532	$3.13K	0.00%
Geneos Wealth Management Inc.	367	$2.16K	0.00%
Spire Wealth Management	258	$1.52K	0.00%
Versant Capital Management, Inc	229	$1.35K	0.00%
Whipplewood Advisors, LLC	221	$1.30K	0.00%
Toronto Dominion Bank	27	$159	0.00%
Skopos Labs, Inc.	2	$12	0.00%

Sold out (14)

Institutions that held Aegon Ltd. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AEG in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Teachers Retirement System of the State of Kentucky	537,800	$3.44M
Todd Asset Management LLC	537,800	$3.44M
HRT Financial LP	141,780	$905.0K
Veriti Management LLC	88,873	$567.9K
Cresset Asset Management, LLC	85,238	$544.7K
FNY Investment Advisers, LLC	40,000	$255.0K
RBF Capital, LLC	30,000	$191.7K
Engineers Gate Manager LP	25,668	$164.0K
Optas, LLC	22,908	$146.4K
Captrust Financial Advisors	15,083	$96.4K
Wolverine Trading, LLC	11,925	$76.2K
Tower Research Capital LLC (TRC)	7,331	$46.8K
Capital Performance Advisors LLP	3,599	$23.0K
Grove Bank & Trust	234	$1.50K

Not filed for Q4 2024 yet (1)

Institutions that held Aegon Ltd. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	2,517,071	$16.1M