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, Q4 2024
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 254
- +18 vs. Q3 2024
- Shares held
- 180.8M
- +7.45M (+4.3%) vs. Q3 2024
- Total value
- $1.06B
- −$47.1M (−4.2%) vs. Q3 2024
- New holders
- 32
- 67 more added
- Sold out
- 14
- 89 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | −183−99.5% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2 | $12 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 5 | $30 | 0.00% | −14−73.7% | Reduced |
| New England Capital Financial Advisors LLC | 11 | $65 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $159 | 0.00% | +27 | New |
| CVA Family Office, LLC | 32 | $188 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $213 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $365 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 62 | $365 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $424 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $495 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $589 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 101 | $595 | 0.00% | −34,699−99.7% | Reduced |
| Zions Bancorporation, N.A. | 105 | $618 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $684 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $1.08K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.12K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $1.25K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 221 | $1.30K | 0.00% | +221 | New |
| Versant Capital Management, Inc | 229 | $1.35K | 0.00% | +229 | New |
| Spire Wealth Management | 258 | $1.52K | 0.00% | +258 | New |
| WealthCollab, LLC | 284 | $1.67K | 0.00% | −154−35.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 290 | $1.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 301 | $1.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 302 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 295 | $1.95K | 0.00% | −42−12.5% | Reduced |
| GW&K Investment Management, LLC | 418 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 367 | $2.16K | 0.00% | +367 | New |
| Bruce G. Allen Investments, LLC | 369 | $2.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 548 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 511 | $3.01K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 532 | $3.13K | 0.00% | +532 | New |
| JFS Wealth Advisors, LLC | 564 | $3.32K | 0.00% | +46+8.9% | Added |
| Parkside Financial Bank & Trust | 578 | $3.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.70K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $3.95K | 0.00% | +671 | New |
| Bessemer Group Inc | 690 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 714 | $4.21K | 0.00% | +714 | New |
| Central Trust Co | 750 | $4.42K | 0.00% | −394−34.4% | Reduced |
| Farther Finance Advisors, LLC | 756 | $4.45K | 0.00% | −526−41.0% | Reduced |
| MAI Capital Management | 756 | $4.45K | 0.00% | +756 | New |
| Pillar Financial Advisors, LLC | 930 | $5.48K | 0.00% | +930 | New |
| Salem Investment Counselors Inc | 1,020 | $6.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,056 | $6.22K | 0.00% | +885+517.5% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $7.06K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,575 | $9.28K | 0.01% | +1,575 | New |
| Fifth Third Bancorp | 1,699 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $10.6K | 0.00% | −770−32.4% | Reduced |
| Harbour Investments, Inc. | 1,907 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,922 | $11.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,945 | $11.5K | 0.00% | +373+23.7% | Added |
| Pathway Financial Advisers, LLC | 1,972 | $11.6K | 0.00% | +1,972 | New |
| William B. Walkup & Associates, Inc. | 2,094 | $12.3K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,466 | $14.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,729 | $16.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,647 | $17.1K | 0.00% | −674−20.3% | Reduced |
| Provenance Wealth Advisors, LLC | 2,900 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 3,026 | $17.8K | 0.01% | +3,026 | New |
| Hexagon Capital Partners LLC | 3,084 | $18.2K | 0.00% | +1,317+74.5% | Added |
| Bell Investment Advisors, Inc | 3,565 | $21.0K | 0.00% | −425−10.7% | Reduced |
| Clean Yield Group | 3,576 | $21.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,764 | $22.0K | 0.00% | −2,306−38.0% | Reduced |
| Bryn Mawr Trust Co | 3,827 | $22.5K | 0.00% | −3,690−49.1% | Reduced |
| Simplex Trading, LLC | 3,905 | $23.0K | 0.00% | −43,269−91.7% | Reduced |
| Massmutual Trust Co FSB | 4,422 | $26.0K | 0.00% | +52+1.2% | Added |
| Citigroup Inc | 4,769 | $28.1K | 0.00% | +149+3.2% | Added |
| GWM Advisors LLC | 4,846 | $28.5K | 0.00% | +4,454+1,136.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $29.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $30.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $30.8K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,509 | $38.3K | 0.00% | +1,234+23.4% | Added |
| Smartleaf Asset Management LLC | 9,184 | $53.8K | 0.01% | +3,802+70.6% | Added |
| Allworth Financial LP | 8,551 | $55.2K | 0.00% | +369+4.5% | Added |
| Cromwell Holdings LLC | 9,692 | $57.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,410 | $61.3K | 0.00% | +1,554+17.5% | Added |
| Canopy Partners, LLC | 10,434 | $61.5K | 0.02% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 10,592 | $62.4K | 0.03% | −233−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 10,637 | $62.7K | 0.00% | −105−1.0% | Reduced |
| M&T Bank Corp | 10,657 | $62.8K | 0.00% | +17+0.2% | Added |
| Janney Montgomery Scott LLC | 10,655 | $63.0K | 0.00% | −459−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 11,000 | $64.8K | 0.00% | +11,000 | New |
| Capital Asset Advisory Services LLC | 10,927 | $64.9K | 0.00% | +185+1.7% | Added |
| Advisory Alpha, LLC | 11,105 | $65.4K | 0.00% | +910+8.9% | Added |
| Lindbrook Capital, LLC | 11,214 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,092 | $66.1K | 0.00% | −8,157−44.7% | Reduced |
| Perigon Wealth Management, LLC | 10,483 | $66.1K | 0.00% | −54−0.5% | Reduced |
| PDS Planning, Inc | 11,423 | $67.3K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,512 | $67.8K | 0.02% | +11,512 | New |
| Camden Capital, LLC | 11,850 | $69.8K | 0.01% | +1,240+11.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,044 | $70.9K | 0.00% | −3,161−20.8% | Reduced |
| Rothschild Investment LLC | 12,067 | $71.1K | 0.00% | −549−4.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,792 | $75.3K | 0.00% | −565−4.2% | Reduced |
| GeoWealth Management, LLC | 13,036 | $76.8K | 0.00% | +4,721+56.8% | Added |