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, Q1 2025
Institutional positions in Aegon Ltd. as of Mar 31, 2025. 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
- 256
- +6 vs. Q4 2024
- Shares held
- 190.6M
- +10.0M (+5.6%) vs. Q4 2024
- Total value
- $1.26B
- +$192.5M (+18.1%) vs. Q4 2024
- New holders
- 29
- 85 more added
- Sold out
- 23
- 70 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 117,541,105 | $774.6M | 0.44% | −222,985−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,273,831 | $67.7M | 0.05% | +3,932,066+62.0% | Added |
| Morgan Stanley | 7,819,466 | $51.5M | 0.00% | +1,752,296+28.9% | Added |
| BlackRock, Inc. | 5,395,789 | $35.6M | 0.00% | −32,366−0.6% | Reduced |
| Dimensional Fund Advisors LP | 5,363,972 | $35.3M | 0.01% | −49,635−0.9% | Reduced |
| Goldman Sachs Group Inc | 4,996,931 | $32.9M | 0.01% | −315,056−5.9% | Reduced |
| Voloridge Investment Management, LLC | 4,975,212 | $32.8M | 0.12% | +3,079,370+162.4% | Added |
| Wellington Management Group LLP | 4,801,133 | $31.6M | 0.01% | +582,622+13.8% | Added |
| Bank of America Corp | 2,925,746 | $19.3M | 0.00% | +2,623,134+866.8% | Added |
| Raymond James Financial Inc | 2,634,059 | $17.4M | 0.01% | +20,015+0.8% | Added |
| BNP Paribas Arbitrage, SA | 1,519,269 | $10.0M | 0.01% | +298,483+24.5% | Added |
| Grace & White Inc | 1,493,962 | $9.85M | 1.88% | 00.0% | Unchanged |
| Northern Trust Corp | 1,452,121 | $9.57M | 0.00% | +32,181+2.3% | Added |
| Summit Global Investments | 1,040,668 | $6.86M | 0.50% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,000,118 | $6.59M | 0.95% | +1,000,118 | New |
| American Century Companies Inc | 949,193 | $6.26M | 0.00% | +36,637+4.0% | Added |
| UBS Group AG | 944,243 | $6.22M | 0.00% | +141,172+17.6% | Added |
| Two Sigma Advisers, LP | 754,595 | $4.97M | 0.01% | +471,388+166.4% | Added |
| Cubist Systematic Strategies, LLC | 695,108 | $4.58M | 0.06% | −108,472−13.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 548,500 | $3.62M | 0.03% | +548,500 | New |
| Todd Asset Management LLC | 548,500 | $3.61M | 0.09% | +548,500 | New |
| Citadel Advisors LLC | 504,086 | $3.32M | 0.00% | −350,421−41.0% | Reduced |
| SEI Investments Co | 487,913 | $3.22M | 0.00% | +1,772+0.4% | Added |
| Point72 Asset Management, L.P. | 384,800 | $2.54M | 0.01% | +6,600+1.7% | Added |
| US Bancorp | 365,218 | $2.41M | 0.00% | −7,387−2.0% | Reduced |
| FMR LLC | 358,050 | $2.36M | 0.00% | −4,023−1.1% | Reduced |
| Creative Planning | 346,073 | $2.28M | 0.00% | −3,061−0.9% | Reduced |
| CIBC World Markets Inc. | 322,451 | $2.12M | 0.00% | +4,383+1.4% | Added |
| Quantinno Capital Management LP | 306,069 | $2.02M | 0.01% | +223,831+272.2% | Added |
| Ethic Inc. | 302,919 | $2.01M | 0.04% | −33,536−10.0% | Reduced |
| Employees Retirement System of Texas | 289,691 | $1.91M | 0.02% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 288,854 | $1.90M | 0.48% | −23,830−7.6% | Reduced |
| Vident Advisory, LLC | 275,222 | $1.81M | 0.03% | +35,619+14.9% | Added |
| Optiver Holding B.V. | 270,409 | $1.78M | 0.07% | −496,047−64.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 254,433 | $1.68M | 0.07% | +52,174+25.8% | Added |
| Envestnet Asset Management Inc | 229,334 | $1.51M | 0.00% | −2,015−0.9% | Reduced |
| HighTower Advisors, LLC | 226,657 | $1.49M | 0.00% | −25,086−10.0% | Reduced |
| Millennium Management LLC | 226,161 | $1.49M | 0.00% | −299,548−57.0% | Reduced |
| The PNC Financial Services Group, Inc. | 210,184 | $1.39M | 0.00% | −1,842−0.9% | Reduced |
| Two Sigma Investments, LP | 207,281 | $1.37M | 0.00% | +97,767+89.3% | Added |
| Quadrant Capital Group LLC | 205,370 | $1.35M | 0.05% | +155,564+312.3% | Added |
| Wells Fargo & Company | 181,572 | $1.20M | 0.00% | −36,367−16.7% | Reduced |
| HRT Financial LP | 177,787 | $1.17M | 0.01% | +177,787 | New |
| Charles Schwab Investment Management Inc | 170,827 | $1.13M | 0.00% | +36,511+27.2% | Added |
| Mariner, LLC | 159,512 | $1.05M | 0.00% | +10,334+6.9% | Added |
| Vanguard Group Inc | 155,948 | $1.03M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 154,518 | $1.02M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 145,686 | $960.1K | 0.01% | +230.0% | Added |
| Acadian Asset Management LLC | 142,277 | $936.0K | 0.00% | +23,670+20.0% | Added |
| XTX Topco Ltd | 141,862 | $934.9K | 0.05% | +31,439+28.5% | Added |
| JPMorgan Chase & Co | 138,361 | $911.8K | 0.00% | +67,172+94.4% | Added |
| Bank of New York Mellon Corp | 128,275 | $845.3K | 0.00% | +1,274+1.0% | Added |
| Crossmark Global Holdings, Inc. | 126,110 | $831.1K | 0.01% | +69+0.1% | Added |
| Signaturefd, LLC | 125,952 | $830.0K | 0.02% | −3,161−2.4% | Reduced |
| Cerity Partners LLC | 125,761 | $828.8K | 0.00% | −12,834−9.3% | Reduced |
| JustInvest LLC | 120,356 | $793.1K | 0.01% | +10,988+10.0% | Added |
| Diversify Wealth Management, LLC | 120,744 | $787.3K | 0.06% | +11,524+10.6% | Added |
| AdvisorShares Investments LLC | 102,924 | $681.4K | 0.13% | +32,209+45.5% | Added |
| Larson Financial Group LLC | 100,084 | $659.6K | 0.03% | +100,000+119,047.6% | Added |
| Ameriprise Financial Inc | 97,373 | $641.7K | 0.00% | +16,689+20.7% | Added |
| TownSquare Capital, LLC | 96,007 | $632.7K | 0.01% | +6,686+7.5% | Added |
| Wealthstar Advisors, LLC | 95,039 | $626.3K | 0.29% | −7,047−6.9% | Reduced |
| Pathstone Holdings, LLC | 94,993 | $626.0K | 0.00% | −6,072−6.0% | Reduced |
| Stifel Financial Corp | 94,802 | $624.7K | 0.00% | −271,688−74.1% | Reduced |
| QRG Capital Management, Inc. | 93,462 | $615.9K | 0.01% | +5,049+5.7% | Added |
| Mercer Global Advisors Inc | 92,305 | $608.3K | 0.00% | +4,146+4.7% | Added |
| Rhumbline Advisers | 89,373 | $589.0K | 0.00% | −1,316−1.5% | Reduced |
| Natixis Advisors, L.P. | 87,923 | $579.0K | 0.00% | +3,673+4.4% | Added |
| OLIO Financial Planning | 84,149 | $554.5K | 0.19% | 00.0% | Unchanged |
| LPL Financial LLC | 84,027 | $553.7K | 0.00% | +12,027+16.7% | Added |
| First Trust Advisors LP | 82,953 | $546.7K | 0.00% | −5,026−5.7% | Reduced |
| Russell Investments Group, Ltd. | 81,825 | $539.2K | 0.00% | +5,657+7.4% | Added |
| Ballentine Partners, LLC | 81,347 | $536.1K | 0.01% | +23,438+40.5% | Added |
| Royal Bank of Canada | 77,076 | $507.0K | 0.00% | +1,551+2.1% | Added |
| AQR Capital Management LLC | 75,569 | $498.0K | 0.00% | +10,591+16.3% | Added |
| RSM US Wealth Management LLC | 74,838 | $493.2K | 0.01% | −28,550−27.6% | Reduced |
| Jane Street Group, LLC | 72,563 | $478.2K | 0.00% | −243,925−77.1% | Reduced |
| SG Americas Securities, LLC | 72,019 | $475.0K | 0.00% | −2,269−3.1% | Reduced |
| Colony Group, LLC | 70,042 | $461.6K | 0.00% | +192+0.3% | Added |
| Fulton Bank, N.A. | 65,894 | $434.2K | 0.02% | −1,557−2.3% | Reduced |
| Kestra Advisory Services, LLC | 63,767 | $420.2K | 0.00% | −4,242−6.2% | Reduced |
| Cetera Investment Advisers | 63,028 | $415.4K | 0.00% | +4,453+7.6% | Added |
| FORA Capital, LLC | 62,404 | $411.2K | 0.04% | +62,404 | New |
| Evergreen Capital Management LLC | 61,314 | $404.1K | 0.01% | +16,338+36.3% | Added |
| Highland Capital Management, LLC | 59,827 | $394.3K | 0.02% | −4,200−6.6% | Reduced |
| Miller Investment Management, LP | 57,015 | $375.7K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 52,560 | $346.4K | 0.00% | +6,365+13.8% | Added |
| Ellevest, Inc. | 51,847 | $341.7K | 0.02% | −4,658−8.2% | Reduced |
| Ritholtz Wealth Management | 49,328 | $325.1K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 47,404 | $312.4K | 0.10% | +47,404 | New |
| Clearstead Advisors, LLC | 45,787 | $301.7K | 0.00% | +77+0.2% | Added |
| CAPROCK Group, Inc. | 45,460 | $299.6K | 0.01% | +5,992+15.2% | Added |
| Bank of Montreal | 43,838 | $288.9K | 0.00% | −666−1.5% | Reduced |
| CI Private Wealth, LLC | 42,096 | $277.4K | 0.00% | −14,834−26.1% | Reduced |
| Versant Capital Management, Inc | 40,309 | $265.6K | 0.04% | +40,080+17,502.2% | Added |
| Campbell & CO Investment Adviser LLC | 39,579 | $260.8K | 0.02% | +18,988+92.2% | Added |
| Central Pacific Bank - Trust Division | 38,800 | $255.7K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,523 | $254.0K | 0.00% | −713−1.8% | Reduced |
| Ar Asset Management Inc | 36,691 | $242.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 36,545 | $240.8K | 0.08% | +2,442+7.2% | Added |