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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 38,800 | $228.5K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 37,744 | $222.3K | 0.00% | +2,275+6.4% | Added |
| Ar Asset Management Inc | 36,691 | $216.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 35,061 | $206.5K | 0.01% | +35,061 | New |
| Legacy Capital Group California, Inc. | 34,103 | $200.9K | 0.06% | +18+0.1% | Added |
| Contravisory Investment Management, Inc. | 33,830 | $199.3K | 0.04% | +27+0.1% | Added |
| Graham Capital Management, L.P. | 33,454 | $197.0K | 0.01% | +33,454 | New |
| Stock Yards Bank & Trust Co | 31,624 | $186.3K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 29,521 | $173.9K | 0.00% | −3,324−10.1% | Reduced |
| Claro Advisors LLC | 29,451 | $173.5K | 0.02% | −281−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 29,437 | $173.4K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 28,696 | $169.0K | 0.00% | −4,398−13.3% | Reduced |
| Eqis Capital Management, Inc. | 28,418 | $167.4K | 0.01% | −707−2.4% | Reduced |
| Franklin Resources Inc | 28,168 | $165.9K | 0.00% | −8,516−23.2% | Reduced |
| NFP Retirement, Inc. | 27,938 | $164.6K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 26,449 | $157.1K | 0.01% | +379+1.5% | Added |
| CIBC Private Wealth Group, LLC | 25,107 | $150.4K | 0.00% | −645−2.5% | Reduced |
| Lake Street Advisors Group, LLC | 24,723 | $145.6K | 0.01% | +837+3.5% | Added |
| EverSource Wealth Advisors, LLC | 24,406 | $143.8K | 0.01% | +18,530+315.4% | Added |
| Personal Cfo Solutions, LLC | 23,641 | $139.2K | 0.03% | −1,587−6.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,546 | $138.7K | 0.00% | +221+0.9% | Added |
| Sage Rhino Capital LLC | 22,708 | $133.8K | 0.03% | −107−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 22,608 | $133.2K | 0.00% | −138−0.6% | Reduced |
| Principal Street Partners, LLC | 22,469 | $132.3K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 21,856 | $128.7K | 0.03% | −296−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,329 | $125.6K | 0.00% | +6,733+46.1% | Added |
| Kestra Private Wealth Services, LLC | 20,900 | $123.1K | 0.00% | +20,900 | New |
| Campbell & CO Investment Adviser LLC | 20,591 | $121.3K | 0.01% | −1,125−5.2% | Reduced |
| Parallel Advisors, LLC | 20,501 | $120.8K | 0.00% | +3,243+18.8% | Added |
| Allspring Global Investments Holdings, LLC | 20,284 | $120.6K | 0.00% | +44+0.2% | Added |
| AE Wealth Management LLC | 20,284 | $119.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Forum Financial Management, LP | 19,189 | $113.0K | 0.00% | +5,557+40.8% | Added |
| Syon Capital LLC | 19,060 | $112.3K | 0.01% | −3,348−14.9% | Reduced |
| Yousif Capital Management, LLC | 18,575 | $109.4K | 0.00% | −13,800−42.6% | Reduced |
| Glenmede Trust Co NA | 18,385 | $108.3K | 0.00% | −538−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,757 | $104.6K | 0.01% | +2,142+13.7% | Added |
| Northwestern Mutual Wealth Management Co | 17,064 | $100.5K | 0.00% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 16,500 | $97.2K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,324 | $96.1K | 0.00% | −31−0.2% | Reduced |
| Vista Wealth Management Group, LLC | 15,972 | $94.1K | 0.01% | +565+3.7% | Added |
| Wrapmanager Inc | 15,703 | $92.5K | 0.02% | −3,829−19.6% | Reduced |
| Franklin Street Advisors Inc | 15,551 | $92.0K | 0.01% | −2,000−11.4% | Reduced |
| BCJ Capital Management, LLC | 15,560 | $91.6K | 0.01% | −944−5.7% | Reduced |
| Oppenheimer & Co Inc | 14,784 | $87.1K | 0.00% | −517−3.4% | Reduced |
| Boit C F David | 14,695 | $86.6K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,683 | $86.5K | 0.00% | −63−0.4% | Reduced |
| Henry James International Management, Inc. | 14,374 | $84.7K | 0.03% | +231+1.6% | Added |
| Ronald Blue Trust, Inc. | 14,184 | $83.5K | 0.00% | −76,123−84.3% | Reduced |
| Clarius Group, LLC | 13,672 | $80.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $80.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $79.3K | 0.01% | +13,458 | New |
| State Street Corp | 13,085 | $77.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 13,036 | $76.8K | 0.00% | +4,721+56.8% | Added |
| Kovitz Investment Group Partners, LLC | 12,792 | $75.3K | 0.00% | −565−4.2% | Reduced |
| Rothschild Investment LLC | 12,067 | $71.1K | 0.00% | −549−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,044 | $70.9K | 0.00% | −3,161−20.8% | Reduced |
| Camden Capital, LLC | 11,850 | $69.8K | 0.01% | +1,240+11.7% | Added |
| Alliance Wealth Advisors, LLC | 11,512 | $67.8K | 0.02% | +11,512 | New |
| PDS Planning, Inc | 11,423 | $67.3K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,483 | $66.1K | 0.00% | −54−0.5% | Reduced |
| Sanctuary Advisors, LLC | 10,092 | $66.1K | 0.00% | −8,157−44.7% | Reduced |
| Lindbrook Capital, LLC | 11,214 | $66.0K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 11,105 | $65.4K | 0.00% | +910+8.9% | Added |
| Capital Asset Advisory Services LLC | 10,927 | $64.9K | 0.00% | +185+1.7% | Added |
| Warren Averett Asset Management, LLC | 11,000 | $64.8K | 0.00% | +11,000 | New |
| Janney Montgomery Scott LLC | 10,655 | $63.0K | 0.00% | −459−4.1% | Reduced |
| M&T Bank Corp | 10,657 | $62.8K | 0.00% | +17+0.2% | Added |
| Axxcess Wealth Management, LLC | 10,637 | $62.7K | 0.00% | −105−1.0% | Reduced |
| Burns Matteson Capital Management, LLC | 10,592 | $62.4K | 0.03% | −233−2.2% | Reduced |
| Canopy Partners, LLC | 10,434 | $61.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,410 | $61.3K | 0.00% | +1,554+17.5% | Added |
| Cromwell Holdings LLC | 9,692 | $57.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 8,551 | $55.2K | 0.00% | +369+4.5% | Added |
| Smartleaf Asset Management LLC | 9,184 | $53.8K | 0.01% | +3,802+70.6% | Added |
| GAMMA Investing LLC | 6,509 | $38.3K | 0.00% | +1,234+23.4% | Added |
| CKW Financial Group | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $30.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $29.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,846 | $28.5K | 0.00% | +4,454+1,136.2% | Added |
| Citigroup Inc | 4,769 | $28.1K | 0.00% | +149+3.2% | Added |
| Massmutual Trust Co FSB | 4,422 | $26.0K | 0.00% | +52+1.2% | Added |
| Simplex Trading, LLC | 3,905 | $23.0K | 0.00% | −43,269−91.7% | Reduced |
| Bryn Mawr Trust Co | 3,827 | $22.5K | 0.00% | −3,690−49.1% | Reduced |
| CWM, LLC | 3,764 | $22.0K | 0.00% | −2,306−38.0% | Reduced |
| Clean Yield Group | 3,576 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,565 | $21.0K | 0.00% | −425−10.7% | Reduced |
| Hexagon Capital Partners LLC | 3,084 | $18.2K | 0.00% | +1,317+74.5% | Added |
| Sierra Ocean, LLC | 3,026 | $17.8K | 0.01% | +3,026 | New |
| Provenance Wealth Advisors, LLC | 2,900 | $17.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,647 | $17.1K | 0.00% | −674−20.3% | Reduced |
| Umb Bank N A | 2,729 | $16.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,466 | $14.5K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,094 | $12.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,972 | $11.6K | 0.00% | +1,972 | New |
| Principal Securities, Inc. | 1,945 | $11.5K | 0.00% | +373+23.7% | Added |
| Jones Financial Companies LLLP | 1,922 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.2K | 0.00% | 00.0% | Unchanged |