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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 13,224 | $87.1K | 0.00% | +188+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 13,395 | $88.3K | 0.01% | −4,362−24.6% | Reduced |
| FourThought Financial Partners, LLC | 13,458 | $88.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $89.5K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,672 | $90.1K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 13,849 | $91.0K | 0.00% | +13,849 | New |
| Burns Matteson Capital Management, LLC | 14,016 | $92.4K | 0.05% | +3,424+32.3% | Added |
| BCJ Capital Management, LLC | 14,113 | $93.0K | 0.01% | −1,447−9.3% | Reduced |
| Henry James International Management, Inc. | 14,349 | $94.6K | 0.03% | −25−0.2% | Reduced |
| Boit C F David | 14,695 | $96.8K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,784 | $97.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15,040 | $99.1K | 0.00% | +856+6.0% | Added |
| Franklin Street Advisors Inc | 15,551 | $102.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,581 | $102.7K | 0.02% | +15,581 | New |
| Ieq Capital, LLC | 15,793 | $104.1K | 0.00% | +1,110+7.6% | Added |
| Johnson Investment Counsel Inc | 15,872 | $104.6K | 0.00% | +15,872 | New |
| Guggenheim Capital LLC | 16,143 | $106.4K | 0.00% | −181−1.1% | Reduced |
| Vista Wealth Management Group, LLC | 16,237 | $107.0K | 0.01% | +265+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 17,064 | $112.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,478 | $115.2K | 0.00% | −3,023−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,910 | $118.0K | 0.00% | +17,910 | New |
| Yousif Capital Management, LLC | 18,575 | $122.4K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,712 | $123.3K | 0.02% | +18,712 | New |
| Captrust Financial Advisors | 18,947 | $124.9K | 0.00% | +18,947 | New |
| Forum Financial Management, LP | 19,189 | $126.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,654 | $129.5K | 0.00% | +19,654 | New |
| Brinker Capital Investments, LLC | 19,768 | $130.3K | 0.00% | −247−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 19,768 | $130.3K | 0.00% | −247−1.2% | Reduced |
| AE Wealth Management LLC | 20,284 | $133.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20,284 | $135.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,901 | $137.7K | 0.00% | +20,901 | New |
| Stock Yards Bank & Trust Co | 20,907 | $137.8K | 0.00% | −10,717−33.9% | Reduced |
| CIBC Private Wealth Group, LLC | 25,107 | $138.3K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 21,500 | $141.7K | 0.00% | +600+2.9% | Added |
| Sage Rhino Capital LLC | 21,566 | $142.1K | 0.03% | −1,142−5.0% | Reduced |
| Sequoia Financial Advisors, LLC | 22,136 | $145.9K | 0.00% | −472−2.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 22,339 | $147.2K | 0.03% | +483+2.2% | Added |
| Principal Street Partners, LLC | 22,469 | $148.1K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 23,349 | $153.9K | 0.00% | −197−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 24,051 | $158.5K | 0.03% | +410+1.7% | Added |
| Shilanski & Associates, Inc. | 25,898 | $170.7K | 0.05% | +25,898 | New |
| NFP Retirement, Inc. | 27,938 | $184.1K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 28,017 | $184.6K | 0.02% | −401−1.4% | Reduced |
| Franklin Resources Inc | 28,427 | $187.3K | 0.00% | +259+0.9% | Added |
| Syon Capital LLC | 29,261 | $192.8K | 0.02% | +10,201+53.5% | Added |
| Truist Financial Corp | 29,405 | $193.8K | 0.00% | +709+2.5% | Added |
| Atria Wealth Solutions, Inc. | 29,437 | $194.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 29,524 | $194.6K | 0.00% | +30.0% | Added |
| Cary Street Partners Financial LLC | 31,346 | $206.6K | 0.01% | −3,715−10.6% | Reduced |
| J.W. Cole Advisors, Inc. | 31,557 | $208.0K | 0.01% | +31,557 | New |
| Claro Advisors LLC | 31,610 | $208.3K | 0.03% | +2,159+7.3% | Added |
| Graham Capital Management, L.P. | 32,840 | $216.4K | 0.01% | −614−1.8% | Reduced |
| Smartleaf Asset Management LLC | 33,278 | $220.0K | 0.02% | +24,094+262.3% | Added |
| Savant Capital, LLC | 33,923 | $223.6K | 0.00% | −3,821−10.1% | Reduced |
| Diversify Advisory Services, LLC | 34,484 | $224.8K | 0.01% | +8,035+30.4% | Added |
| Contravisory Investment Management, Inc. | 35,099 | $231.3K | 0.05% | +1,269+3.8% | Added |
| Legacy Capital Group California, Inc. | 36,545 | $240.8K | 0.08% | +2,442+7.2% | Added |
| Ar Asset Management Inc | 36,691 | $242.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,523 | $254.0K | 0.00% | −713−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 38,800 | $255.7K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 39,579 | $260.8K | 0.02% | +18,988+92.2% | Added |
| Versant Capital Management, Inc | 40,309 | $265.6K | 0.04% | +40,080+17,502.2% | Added |
| CI Private Wealth, LLC | 42,096 | $277.4K | 0.00% | −14,834−26.1% | Reduced |
| Bank of Montreal | 43,838 | $288.9K | 0.00% | −666−1.5% | Reduced |
| CAPROCK Group, Inc. | 45,460 | $299.6K | 0.01% | +5,992+15.2% | Added |
| Clearstead Advisors, LLC | 45,787 | $301.7K | 0.00% | +77+0.2% | Added |
| Jackson Square Capital, LLC | 47,404 | $312.4K | 0.10% | +47,404 | New |
| Ritholtz Wealth Management | 49,328 | $325.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 51,847 | $341.7K | 0.02% | −4,658−8.2% | Reduced |
| Atria Investments LLC | 52,560 | $346.4K | 0.00% | +6,365+13.8% | Added |
| Miller Investment Management, LP | 57,015 | $375.7K | 0.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 59,827 | $394.3K | 0.02% | −4,200−6.6% | Reduced |
| Evergreen Capital Management LLC | 61,314 | $404.1K | 0.01% | +16,338+36.3% | Added |
| FORA Capital, LLC | 62,404 | $411.2K | 0.04% | +62,404 | New |
| Cetera Investment Advisers | 63,028 | $415.4K | 0.00% | +4,453+7.6% | Added |
| Kestra Advisory Services, LLC | 63,767 | $420.2K | 0.00% | −4,242−6.2% | Reduced |
| Fulton Bank, N.A. | 65,894 | $434.2K | 0.02% | −1,557−2.3% | Reduced |
| Colony Group, LLC | 70,042 | $461.6K | 0.00% | +192+0.3% | Added |
| SG Americas Securities, LLC | 72,019 | $475.0K | 0.00% | −2,269−3.1% | Reduced |
| Jane Street Group, LLC | 72,563 | $478.2K | 0.00% | −243,925−77.1% | Reduced |
| RSM US Wealth Management LLC | 74,838 | $493.2K | 0.01% | −28,550−27.6% | Reduced |
| AQR Capital Management LLC | 75,569 | $498.0K | 0.00% | +10,591+16.3% | Added |
| Royal Bank of Canada | 77,076 | $507.0K | 0.00% | +1,551+2.1% | Added |
| Ballentine Partners, LLC | 81,347 | $536.1K | 0.01% | +23,438+40.5% | Added |
| Russell Investments Group, Ltd. | 81,825 | $539.2K | 0.00% | +5,657+7.4% | Added |
| First Trust Advisors LP | 82,953 | $546.7K | 0.00% | −5,026−5.7% | Reduced |
| LPL Financial LLC | 84,027 | $553.7K | 0.00% | +12,027+16.7% | Added |
| OLIO Financial Planning | 84,149 | $554.5K | 0.19% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 87,923 | $579.0K | 0.00% | +3,673+4.4% | Added |
| Rhumbline Advisers | 89,373 | $589.0K | 0.00% | −1,316−1.5% | Reduced |
| Mercer Global Advisors Inc | 92,305 | $608.3K | 0.00% | +4,146+4.7% | Added |
| QRG Capital Management, Inc. | 93,462 | $615.9K | 0.01% | +5,049+5.7% | Added |
| Stifel Financial Corp | 94,802 | $624.7K | 0.00% | −271,688−74.1% | Reduced |
| Pathstone Holdings, LLC | 94,993 | $626.0K | 0.00% | −6,072−6.0% | Reduced |
| Wealthstar Advisors, LLC | 95,039 | $626.3K | 0.29% | −7,047−6.9% | Reduced |
| TownSquare Capital, LLC | 96,007 | $632.7K | 0.01% | +6,686+7.5% | Added |
| Ameriprise Financial Inc | 97,373 | $641.7K | 0.00% | +16,689+20.7% | Added |
| Larson Financial Group LLC | 100,084 | $659.6K | 0.03% | +100,000+119,047.6% | Added |
| AdvisorShares Investments LLC | 102,924 | $681.4K | 0.13% | +32,209+45.5% | Added |
| Diversify Wealth Management, LLC | 120,744 | $787.3K | 0.06% | +11,524+10.6% | Added |