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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $73 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $178 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $211 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $238 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $375 | 0.00% | −236−80.0% | Reduced |
| Assetmark, Inc | 62 | $409 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $474 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $659 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $672 | 0.00% | +102 | New |
| Zions Bancorporation, National Association | 105 | $692 | 0.00% | +105 | New |
| SRS Capital Advisors, Inc. | 116 | $765 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $771 | 0.00% | −184−61.1% | Reduced |
| Binnacle Investments Inc | 122 | $804 | 0.00% | +122 | New |
| Anchor Investment Management, LLC | 184 | $1.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $1.32K | 0.00% | −65,098−99.7% | Reduced |
| Whipplewood Advisors, LLC | 70 | $1.46K | 0.00% | −151−68.3% | Reduced |
| Spire Wealth Management | 258 | $1.70K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 290 | $1.71K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | −137−32.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 306 | $2.02K | 0.00% | −63−17.1% | Reduced |
| St. Johns Investment Management Company, LLC | 354 | $2.33K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $2.87K | 0.00% | +57+15.1% | Added |
| WealthCollab, LLC | 456 | $3.01K | 0.00% | +172+60.6% | Added |
| Caldwell Trust Co | 469 | $3.09K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 511 | $3.38K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 532 | $3.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 564 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 625 | $4.12K | 0.00% | +524+518.8% | Added |
| Atlantic Trust, LLC | 628 | $4.14K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.42K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 714 | $4.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 725 | $4.78K | 0.00% | +725 | New |
| MAI Capital Management | 756 | $4.98K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 930 | $6.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 994 | $6.55K | 0.00% | +627+170.8% | Added |
| Salem Investment Counselors Inc | 1,020 | $6.72K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.94K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $8.23K | 0.00% | +1,249 | New |
| Clean Yield Group | 1,259 | $8.30K | 0.00% | −2,317−64.8% | Reduced |
| Farther Finance Advisors, LLC | 1,414 | $9.36K | 0.00% | +658+87.0% | Added |
| National Bank of Canada | 1,500 | $9.87K | 0.00% | −105,565−98.6% | Reduced |
| Parkside Financial Bank & Trust | 1,514 | $9.98K | 0.00% | +936+161.9% | Added |
| Hantz Financial Services, Inc. | 1,453 | $10.0K | 0.00% | +905+165.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $10.2K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,575 | $10.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $11.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,945 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $12.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,045 | $13.5K | 0.00% | +2,045 | New |
| William B. Walkup & Associates, Inc. | 2,094 | $13.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,401 | $15.9K | 0.00% | +479+24.9% | Added |
| Umb Bank N A | 2,729 | $18.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,900 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 3,026 | $19.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,195 | $21.1K | 0.00% | +111+3.6% | Added |
| CWM, LLC | 3,272 | $22.0K | 0.00% | −492−13.1% | Reduced |
| Citigroup Inc | 3,376 | $22.2K | 0.00% | −1,393−29.2% | Reduced |
| Skopos Labs, Inc. | 3,497 | $23.0K | 0.00% | +3,495+174,750.0% | Added |
| Bryn Mawr Trust Co | 3,505 | $23.1K | 0.00% | −322−8.4% | Reduced |
| Bell Investment Advisors, Inc | 3,565 | $23.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,059 | $26.7K | 0.00% | −363−8.2% | Reduced |
| Bessemer Group Inc | 4,325 | $29.0K | 0.00% | +3,635+526.8% | Added |
| GWM Advisors LLC | 4,846 | $31.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $34.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $34.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,778 | $38.1K | 0.00% | −18,628−76.3% | Reduced |
| GAMMA Investing LLC | 5,916 | $39.0K | 0.00% | −593−9.1% | Reduced |
| Boston Private Wealth LLC | 6,410 | $42.2K | 0.00% | +6,410 | New |
| Coldstream Capital Management Inc | 7,094 | $46.8K | 0.00% | +7,094 | New |
| Rothschild Investment LLC | 7,347 | $48.4K | 0.00% | −4,720−39.1% | Reduced |
| Allworth Financial LP | 9,253 | $59.6K | 0.00% | +702+8.2% | Added |
| Deutsche Bank AG | 9,310 | $61.4K | 0.00% | +9,310 | New |
| Cromwell Holdings LLC | 9,692 | $63.9K | 0.04% | 00.0% | Unchanged |
| Advisor Resource Council | 10,070 | $66.4K | 0.01% | +10,070 | New |
| Perigon Wealth Management, LLC | 10,074 | $66.4K | 0.00% | −409−3.9% | Reduced |
| Bailard, Inc. | 10,283 | $67.8K | 0.00% | +10,283 | New |
| Blueshift Asset Management, LLC | 10,394 | $68.5K | 0.03% | +10,394 | New |
| Canopy Partners, LLC | 10,434 | $68.8K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,437 | $68.8K | 0.00% | +10,437 | New |
| Wrapmanager Inc | 10,639 | $70.1K | 0.02% | −5,064−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,659 | $70.2K | 0.00% | +249+2.4% | Added |
| M&T Bank Corp | 10,709 | $71.0K | 0.00% | +52+0.5% | Added |
| Axxcess Wealth Management, LLC | 10,807 | $71.2K | 0.00% | +170+1.6% | Added |
| Janney Montgomery Scott LLC | 10,979 | $72.0K | 0.00% | +324+3.0% | Added |
| Capital Asset Advisory Services LLC | 10,807 | $72.2K | 0.00% | −120−1.1% | Reduced |
| Advisory Alpha, LLC | 11,105 | $73.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,166 | $73.6K | 0.01% | −48−0.4% | Reduced |
| PDS Planning, Inc | 11,423 | $75.3K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,440 | $75.4K | 0.00% | +440+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,924 | $78.6K | 0.00% | −120−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 11,927 | $78.6K | 0.02% | +415+3.6% | Added |
| Kovitz Investment Group Partners, LLC | 12,797 | $84.3K | 0.00% | +50.0% | Added |
| State Street Corp | 13,085 | $86.2K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,188 | $86.9K | 0.00% | −5,197−28.3% | Reduced |