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 |
|---|---|---|---|---|---|
| State Street Corp | 13,085 | $77.1K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $79.3K | 0.01% | +13,458 | New |
| Checchi Capital Advisers, LLC | 13,581 | $80.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,672 | $80.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14,184 | $83.5K | 0.00% | −76,123−84.3% | Reduced |
| Henry James International Management, Inc. | 14,374 | $84.7K | 0.03% | +231+1.6% | Added |
| Ieq Capital, LLC | 14,683 | $86.5K | 0.00% | −63−0.4% | Reduced |
| Boit C F David | 14,695 | $86.6K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,784 | $87.1K | 0.00% | −517−3.4% | Reduced |
| BCJ Capital Management, LLC | 15,560 | $91.6K | 0.01% | −944−5.7% | Reduced |
| Franklin Street Advisors Inc | 15,551 | $92.0K | 0.01% | −2,000−11.4% | Reduced |
| Wrapmanager Inc | 15,703 | $92.5K | 0.02% | −3,829−19.6% | Reduced |
| Vista Wealth Management Group, LLC | 15,972 | $94.1K | 0.01% | +565+3.7% | Added |
| Guggenheim Capital LLC | 16,324 | $96.1K | 0.00% | −31−0.2% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $97.2K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,064 | $100.5K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 17,757 | $104.6K | 0.01% | +2,142+13.7% | Added |
| Glenmede Trust Co NA | 18,385 | $108.3K | 0.00% | −538−2.8% | Reduced |
| Yousif Capital Management, LLC | 18,575 | $109.4K | 0.00% | −13,800−42.6% | Reduced |
| Syon Capital LLC | 19,060 | $112.3K | 0.01% | −3,348−14.9% | Reduced |
| Forum Financial Management, LP | 19,189 | $113.0K | 0.00% | +5,557+40.8% | Added |
| Brinker Capital Investments, LLC | 20,015 | $117.9K | 0.00% | +2,170+12.2% | Added |
| Orion Portfolio Solutions, LLC | 20,015 | $117.9K | 0.00% | +2,170+12.2% | Added |
| AE Wealth Management LLC | 20,284 | $119.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20,284 | $120.6K | 0.00% | +44+0.2% | Added |
| Parallel Advisors, LLC | 20,501 | $120.8K | 0.00% | +3,243+18.8% | Added |
| Campbell & CO Investment Adviser LLC | 20,591 | $121.3K | 0.01% | −1,125−5.2% | Reduced |
| Kestra Private Wealth Services, LLC | 20,900 | $123.1K | 0.00% | +20,900 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,329 | $125.6K | 0.00% | +6,733+46.1% | Added |
| Beverly Hills Private Wealth, LLC | 21,856 | $128.7K | 0.03% | −296−1.3% | Reduced |
| Principal Street Partners, LLC | 22,469 | $132.3K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 22,608 | $133.2K | 0.00% | −138−0.6% | Reduced |
| Sage Rhino Capital LLC | 22,708 | $133.8K | 0.03% | −107−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,546 | $138.7K | 0.00% | +221+0.9% | Added |
| Personal Cfo Solutions, LLC | 23,641 | $139.2K | 0.03% | −1,587−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 24,406 | $143.8K | 0.01% | +18,530+315.4% | Added |
| Lake Street Advisors Group, LLC | 24,723 | $145.6K | 0.01% | +837+3.5% | Added |
| CIBC Private Wealth Group, LLC | 25,107 | $150.4K | 0.00% | −645−2.5% | Reduced |
| Diversify Advisory Services, LLC | 26,449 | $157.1K | 0.01% | +379+1.5% | Added |
| NFP Retirement, Inc. | 27,938 | $164.6K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 28,168 | $165.9K | 0.00% | −8,516−23.2% | Reduced |
| Eqis Capital Management, Inc. | 28,418 | $167.4K | 0.01% | −707−2.4% | Reduced |
| Truist Financial Corp | 28,696 | $169.0K | 0.00% | −4,398−13.3% | Reduced |
| Atria Wealth Solutions, Inc. | 29,437 | $173.4K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 29,451 | $173.5K | 0.02% | −281−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 29,521 | $173.9K | 0.00% | −3,324−10.1% | Reduced |
| Stock Yards Bank & Trust Co | 31,624 | $186.3K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 33,454 | $197.0K | 0.01% | +33,454 | New |
| Contravisory Investment Management, Inc. | 33,830 | $199.3K | 0.04% | +27+0.1% | Added |
| Legacy Capital Group California, Inc. | 34,103 | $200.9K | 0.06% | +18+0.1% | Added |
| Cary Street Partners Financial LLC | 35,061 | $206.5K | 0.01% | +35,061 | New |
| Ar Asset Management Inc | 36,691 | $216.0K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 37,744 | $222.3K | 0.00% | +2,275+6.4% | Added |
| Central Pacific Bank - Trust Division | 38,800 | $228.5K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 39,236 | $231.0K | 0.00% | −4,408−10.1% | Reduced |
| CAPROCK Group, Inc. | 39,468 | $232.5K | 0.01% | −1,822−4.4% | Reduced |
| Barclays PLC | 40,000 | $235.6K | 0.00% | +40,000 | New |
| Susquehanna International Group, LLP | 43,821 | $258.1K | 0.00% | −121,838−73.5% | Reduced |
| Bank of Montreal | 44,504 | $262.1K | 0.00% | −4,645−9.5% | Reduced |
| Evergreen Capital Management LLC | 44,976 | $264.9K | 0.01% | −5,473−10.8% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $269.2K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 46,195 | $272.1K | 0.00% | −23,640−33.9% | Reduced |
| Ritholtz Wealth Management | 49,328 | $290.5K | 0.01% | −745−1.5% | Reduced |
| Quadrant Capital Group LLC | 49,806 | $293.4K | 0.02% | −1,906−3.7% | Reduced |
| Ellevest, Inc. | 56,505 | $332.8K | 0.02% | −7,224−11.3% | Reduced |
| CI Private Wealth, LLC | 56,930 | $335.3K | 0.00% | −2,558−4.3% | Reduced |
| Miller Investment Management, LP | 57,015 | $335.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 57,909 | $341.1K | 0.01% | −4,335−7.0% | Reduced |
| Cetera Investment Advisers | 58,575 | $345.0K | 0.00% | −2,449−4.0% | Reduced |
| Highland Capital Management, LLC | 64,027 | $377.1K | 0.02% | −1,825−2.8% | Reduced |
| AQR Capital Management LLC | 64,978 | $382.7K | 0.00% | +791+1.2% | Added |
| Quantbot Technologies LP | 65,298 | $384.6K | 0.01% | −49,178−43.0% | Reduced |
| Fulton Bank, N.A. | 67,451 | $397.3K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 68,009 | $400.6K | 0.00% | −42,506−38.5% | Reduced |
| Colony Group, LLC | 69,850 | $411.4K | 0.00% | +54,139+344.6% | Added |
| AdvisorShares Investments LLC | 70,715 | $416.5K | 0.08% | −10,390−12.8% | Reduced |
| JPMorgan Chase & Co | 71,189 | $419.3K | 0.00% | +30,296+74.1% | Added |
| LPL Financial LLC | 72,000 | $424.1K | 0.00% | +3,039+4.4% | Added |
| SG Americas Securities, LLC | 74,288 | $438.0K | 0.00% | −2,515−3.3% | Reduced |
| Royal Bank of Canada | 75,525 | $445.0K | 0.00% | −11,142−12.9% | Reduced |
| Russell Investments Group, Ltd. | 76,168 | $448.6K | 0.00% | +2,241+3.0% | Added |
| Squarepoint Ops LLC | 80,179 | $472.3K | 0.00% | +68,054+561.3% | Added |
| Ameriprise Financial Inc | 80,684 | $475.2K | 0.00% | +1,342+1.7% | Added |
| Quantinno Capital Management LP | 82,238 | $484.4K | 0.00% | −67,856−45.2% | Reduced |
| OLIO Financial Planning | 84,149 | $495.6K | 0.17% | +84,149 | New |
| Natixis Advisors, L.P. | 84,250 | $496.0K | 0.00% | −2,365−2.7% | Reduced |
| First Trust Advisors LP | 87,979 | $518.2K | 0.00% | +87,979 | New |
| Mercer Global Advisors Inc | 88,159 | $519.3K | 0.00% | +18,434+26.4% | Added |
| QRG Capital Management, Inc. | 88,413 | $520.8K | 0.01% | +5,190+6.2% | Added |
| TownSquare Capital, LLC | 89,321 | $526.1K | 0.01% | +410+0.5% | Added |
| Rhumbline Advisers | 90,689 | $534.2K | 0.00% | −11,015−10.8% | Reduced |
| Pathstone Holdings, LLC | 101,065 | $595.2K | 0.00% | −2,031−2.0% | Reduced |
| Wealthstar Advisors, LLC | 102,086 | $601.3K | 0.26% | +102,086 | New |
| RSM US Wealth Management LLC | 103,388 | $606.2K | 0.01% | −1,650−1.6% | Reduced |
| National Bank of Canada | 107,065 | $630.6K | 0.00% | −31,671−22.8% | Reduced |
| JustInvest LLC | 109,368 | $644.2K | 0.01% | +6,603+6.4% | Added |
| Two Sigma Investments, LP | 109,514 | $645.0K | 0.00% | +109,514 | New |
| Diversify Wealth Management, LLC | 109,220 | $648.8K | 0.05% | +18,084+19.8% | Added |
| XTX Topco Ltd | 110,423 | $650.4K | 0.05% | +17,293+18.6% | Added |
| Acadian Asset Management LLC | 118,607 | $698.0K | 0.00% | +118,607 | New |