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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.

Other share classesAEFCAEGOF

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.

Institutional holdersQ4 2024: 254 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ4 2024: $1.06B
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2024.

Institutions holding AEG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,610$10.6K0.00%−770−32.4%Reduced
Fifth Third Bancorp1,699$10.0K0.00%00.0%Unchanged
Copia Wealth Management1,575$9.28K0.01%+1,575New
TD Waterhouse Canada Inc.1,200$7.06K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,056$6.22K0.00%+885+517.5%Added
Salem Investment Counselors Inc1,020$6.01K0.00%00.0%Unchanged
Pillar Financial Advisors, LLC930$5.48K0.00%+930New
Farther Finance Advisors, LLC756$4.45K0.00%−526−41.0%Reduced
MAI Capital Management756$4.45K0.00%+756New
Central Trust Co750$4.42K0.00%−394−34.4%Reduced
Pinney & Scofield, Inc.714$4.21K0.00%+714New
Bessemer Group Inc690$4.00K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC671$3.95K0.00%+671New
Atlantic Trust, LLC628$3.70K0.00%00.0%Unchanged
Parkside Financial Bank & Trust578$3.40K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC564$3.32K0.00%+46+8.9%Added
Golden State Wealth Management, LLC532$3.13K0.00%+532New
ORG Wealth Partners, LLC511$3.01K0.00%00.0%Unchanged
Hantz Financial Services, Inc.548$3.00K0.00%00.0%Unchanged
Caldwell Trust Co469$2.76K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC378$2.23K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC369$2.17K0.00%00.0%Unchanged
Geneos Wealth Management Inc.367$2.16K0.00%+367New
St. Johns Investment Management Company, LLC354$2.08K0.00%00.0%Unchanged
GW&K Investment Management, LLC418$2.00K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd333$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC295$1.95K0.00%−42−12.5%Reduced
Venturi Wealth Management, LLC302$1.78K0.00%00.0%Unchanged
Whittier Trust Co301$1.77K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc290$1.71K0.00%00.0%Unchanged
WealthCollab, LLC284$1.67K0.00%−154−35.2%Reduced
Spire Wealth Management258$1.52K0.00%+258New
Versant Capital Management, Inc229$1.35K0.00%+229New
Whipplewood Advisors, LLC221$1.30K0.00%+221New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC213$1.25K0.00%00.0%Unchanged
Montag A & Associates Inc190$1.12K0.00%00.0%Unchanged
Anchor Investment Management, LLC184$1.08K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.116$6840.00%00.0%Unchanged
Zions Bancorporation, N.A.105$6180.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC101$5950.00%−34,699−99.7%Reduced
PSI Advisors, LLC100$5890.00%00.0%Unchanged
Larson Financial Group LLC84$4950.00%00.0%Unchanged
AdvisorNet Financial, Inc72$4240.00%00.0%Unchanged
Assetmark, Inc62$3650.00%00.0%Unchanged
Creekmur Asset Management LLC62$3650.00%00.0%Unchanged
Pacific Center for Financial Services36$2130.00%00.0%Unchanged
CVA Family Office, LLC32$1880.00%00.0%Unchanged
Toronto Dominion Bank27$1590.00%+27New
New England Capital Financial Advisors LLC11$650.00%00.0%Unchanged
Mendota Financial Group, LLC5$300.00%−14−73.7%Reduced
Cedar Mountain Advisors, LLC2$120.00%00.0%Unchanged
Skopos Labs, Inc.2$120.00%+2New
Huntington National Bank1$50.00%−183−99.5%Reduced
Hemington Wealth Management6$00.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky0$00.00%−537,800−100.0%Sold out
Todd Asset Management LLC0$00.00%−537,800−100.0%Sold out
HRT Financial LP0$00.00%−141,780−100.0%Sold out
Veriti Management LLC0$00.00%−88,873−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−85,238−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−40,000−100.0%Sold out
RBF Capital, LLC0$00.00%−30,000−100.0%Sold out
Engineers Gate Manager LP0$00.00%−25,668−100.0%Sold out
Optas, LLC0$00.00%−22,908−100.0%Sold out
Captrust Financial Advisors0$00.00%−15,083−100.0%Sold out
Wolverine Trading, LLC0$00.00%−11,925−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−7,331−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−3,599−100.0%Sold out
Grove Bank & Trust0$00.00%−234−100.0%Sold out
Raymond James & Associates––––Not filed