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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 126,041 | $742.0K | 0.01% | +2,094+1.7% | Added |
| Bank of New York Mellon Corp | 127,001 | $748.0K | 0.00% | −1,479−1.2% | Reduced |
| Signaturefd, LLC | 129,113 | $760.5K | 0.01% | −3,684−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 134,316 | $791.1K | 0.00% | +27,370+25.6% | Added |
| Cerity Partners LLC | 138,595 | $837.8K | 0.00% | −10,437−7.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 145,663 | $858.0K | 0.01% | +1,779+1.2% | Added |
| First Hawaiian Bank | 148,200 | $872.9K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 149,178 | $878.6K | 0.00% | −9,904−6.2% | Reduced |
| Greenleaf Trust | 154,518 | $910.1K | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 155,948 | $918.5K | 0.00% | −15,900−9.3% | Reduced |
| Qube Research & Technologies Ltd | 180,639 | $1.06M | 0.00% | +180,639 | New |
| Wetherby Asset Management Inc | 192,352 | $1.13M | 0.05% | −2,189−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 202,259 | $1.19M | 0.05% | +68,310+51.0% | Added |
| The PNC Financial Services Group, Inc. | 212,026 | $1.25M | 0.00% | +948+0.4% | Added |
| Wells Fargo & Company | 217,939 | $1.28M | 0.00% | −2,547−1.2% | Reduced |
| Envestnet Asset Management Inc | 231,349 | $1.36M | 0.00% | −8,991−3.7% | Reduced |
| Vident Advisory, LLC | 239,603 | $1.41M | 0.02% | −14,498−5.7% | Reduced |
| HighTower Advisors, LLC | 251,743 | $1.48M | 0.00% | −50,519−16.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 277,586 | $1.63M | 1.00% | +277,586 | New |
| Two Sigma Advisers, LP | 283,207 | $1.67M | 0.00% | +283,207 | New |
| Employees Retirement System of Texas | 289,691 | $1.71M | 0.01% | −33,266−10.3% | Reduced |
| Bank of America Corp | 302,612 | $1.78M | 0.00% | −556,157−64.8% | Reduced |
| Dorsey Wright & Associates | 312,684 | $1.84M | 0.44% | −98,181−23.9% | Reduced |
| Jane Street Group, LLC | 316,488 | $1.86M | 0.00% | +110,768+53.8% | Added |
| CIBC World Markets Inc. | 318,068 | $1.87M | 0.00% | −242,931−43.3% | Reduced |
| Ethic Inc. | 336,455 | $1.98M | 0.04% | −12,141−3.5% | Reduced |
| Creative Planning | 349,134 | $2.06M | 0.00% | +13,799+4.1% | Added |
| FMR LLC | 362,073 | $2.13M | 0.00% | +120,674+50.0% | Added |
| Stifel Financial Corp | 366,490 | $2.16M | 0.00% | −49,002−11.8% | Reduced |
| US Bancorp | 372,605 | $2.19M | 0.00% | −4,247−1.1% | Reduced |
| Point72 Asset Management, L.P. | 378,200 | $2.23M | 0.01% | +355,671+1,578.7% | Added |
| SEI Investments Co | 486,141 | $2.86M | 0.00% | +2,650+0.5% | Added |
| Millennium Management LLC | 525,709 | $3.10M | 0.00% | −285,922−35.2% | Reduced |
| Abc Arbitrage SA | 576,292 | $3.39M | 0.49% | +576,292 | New |
| Optiver Holding B.V. | 766,456 | $4.51M | 0.15% | −257,186−25.1% | Reduced |
| UBS Group AG | 803,071 | $4.73M | 0.00% | +711,375+775.8% | Added |
| Cubist Systematic Strategies, LLC | 803,580 | $4.73M | 0.08% | +803,580 | New |
| Citadel Advisors LLC | 854,507 | $5.03M | 0.00% | +388,076+83.2% | Added |
| American Century Companies Inc | 912,556 | $5.37M | 0.00% | +47,962+5.5% | Added |
| Old Mission Capital LLC | 1,028,750 | $6.06M | 0.14% | +841,863+450.5% | Added |
| Summit Global Investments | 1,040,668 | $6.13M | 0.38% | +1000.0% | Added |
| BNP Paribas Arbitrage, SA | 1,220,786 | $7.19M | 0.01% | +1,023,116+517.6% | Added |
| Marshall Wace, LLP | 1,410,756 | $8.31M | 0.01% | +387,085+37.8% | Added |
| Northern Trust Corp | 1,419,940 | $8.36M | 0.00% | +679,126+91.7% | Added |
| Grace & White Inc | 1,493,962 | $8.80M | 1.65% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 1,895,842 | $11.2M | 0.04% | +409,694+27.6% | Added |
| Raymond James Financial Inc | 2,614,044 | $15.4M | 0.01% | +2,614,044 | New |
| Wellington Management Group LLP | 4,218,511 | $24.8M | 0.00% | −266,280−5.9% | Reduced |
| Goldman Sachs Group Inc | 5,311,987 | $31.3M | 0.01% | +821,180+18.3% | Added |
| Dimensional Fund Advisors LP | 5,413,607 | $31.9M | 0.01% | +298,679+5.8% | Added |
| BlackRock, Inc. | 5,428,155 | $32.0M | 0.00% | +31,975+0.6% | Added |
| Morgan Stanley | 6,067,170 | $35.7M | 0.00% | −443,086−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,341,765 | $37.4M | 0.03% | −26,230−0.4% | Reduced |
| Dodge & Cox | 117,764,090 | $693.6M | 0.40% | −19,9920.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −537,800−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −537,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −141,780−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −88,873−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −85,238−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −25,668−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −22,908−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −15,083−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,925−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −7,331−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |