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 |
|---|---|---|---|---|---|
| JustInvest LLC | 120,356 | $793.1K | 0.01% | +10,988+10.0% | Added |
| Cerity Partners LLC | 125,761 | $828.8K | 0.00% | −12,834−9.3% | Reduced |
| Signaturefd, LLC | 125,952 | $830.0K | 0.02% | −3,161−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 126,110 | $831.1K | 0.01% | +69+0.1% | Added |
| Bank of New York Mellon Corp | 128,275 | $845.3K | 0.00% | +1,274+1.0% | Added |
| JPMorgan Chase & Co | 138,361 | $911.8K | 0.00% | +67,172+94.4% | Added |
| XTX Topco Ltd | 141,862 | $934.9K | 0.05% | +31,439+28.5% | Added |
| Acadian Asset Management LLC | 142,277 | $936.0K | 0.00% | +23,670+20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 145,686 | $960.1K | 0.01% | +230.0% | Added |
| Greenleaf Trust | 154,518 | $1.02M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 155,948 | $1.03M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 159,512 | $1.05M | 0.00% | +10,334+6.9% | Added |
| Charles Schwab Investment Management Inc | 170,827 | $1.13M | 0.00% | +36,511+27.2% | Added |
| HRT Financial LP | 177,787 | $1.17M | 0.01% | +177,787 | New |
| Wells Fargo & Company | 181,572 | $1.20M | 0.00% | −36,367−16.7% | Reduced |
| Quadrant Capital Group LLC | 205,370 | $1.35M | 0.05% | +155,564+312.3% | Added |
| Two Sigma Investments, LP | 207,281 | $1.37M | 0.00% | +97,767+89.3% | Added |
| The PNC Financial Services Group, Inc. | 210,184 | $1.39M | 0.00% | −1,842−0.9% | Reduced |
| Millennium Management LLC | 226,161 | $1.49M | 0.00% | −299,548−57.0% | Reduced |
| HighTower Advisors, LLC | 226,657 | $1.49M | 0.00% | −25,086−10.0% | Reduced |
| Envestnet Asset Management Inc | 229,334 | $1.51M | 0.00% | −2,015−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 254,433 | $1.68M | 0.07% | +52,174+25.8% | Added |
| Optiver Holding B.V. | 270,409 | $1.78M | 0.07% | −496,047−64.7% | Reduced |
| Vident Advisory, LLC | 275,222 | $1.81M | 0.03% | +35,619+14.9% | Added |
| Dorsey Wright & Associates | 288,854 | $1.90M | 0.48% | −23,830−7.6% | Reduced |
| Employees Retirement System of Texas | 289,691 | $1.91M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 302,919 | $2.01M | 0.04% | −33,536−10.0% | Reduced |
| Quantinno Capital Management LP | 306,069 | $2.02M | 0.01% | +223,831+272.2% | Added |
| CIBC World Markets Inc. | 322,451 | $2.12M | 0.00% | +4,383+1.4% | Added |
| Creative Planning | 346,073 | $2.28M | 0.00% | −3,061−0.9% | Reduced |
| FMR LLC | 358,050 | $2.36M | 0.00% | −4,023−1.1% | Reduced |
| US Bancorp | 365,218 | $2.41M | 0.00% | −7,387−2.0% | Reduced |
| Point72 Asset Management, L.P. | 384,800 | $2.54M | 0.01% | +6,600+1.7% | Added |
| SEI Investments Co | 487,913 | $3.22M | 0.00% | +1,772+0.4% | Added |
| Citadel Advisors LLC | 504,086 | $3.32M | 0.00% | −350,421−41.0% | Reduced |
| Todd Asset Management LLC | 548,500 | $3.61M | 0.09% | +548,500 | New |
| Teachers Retirement System of the State of Kentucky | 548,500 | $3.62M | 0.03% | +548,500 | New |
| Cubist Systematic Strategies, LLC | 695,108 | $4.58M | 0.06% | −108,472−13.5% | Reduced |
| Two Sigma Advisers, LP | 754,595 | $4.97M | 0.01% | +471,388+166.4% | Added |
| UBS Group AG | 944,243 | $6.22M | 0.00% | +141,172+17.6% | Added |
| American Century Companies Inc | 949,193 | $6.26M | 0.00% | +36,637+4.0% | Added |
| Private Wealth Asset Management, LLC | 1,000,118 | $6.59M | 0.95% | +1,000,118 | New |
| Summit Global Investments | 1,040,668 | $6.86M | 0.50% | 00.0% | Unchanged |
| Northern Trust Corp | 1,452,121 | $9.57M | 0.00% | +32,181+2.3% | Added |
| Grace & White Inc | 1,493,962 | $9.85M | 1.88% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,519,269 | $10.0M | 0.01% | +298,483+24.5% | Added |
| Raymond James Financial Inc | 2,634,059 | $17.4M | 0.01% | +20,015+0.8% | Added |
| Bank of America Corp | 2,925,746 | $19.3M | 0.00% | +2,623,134+866.8% | Added |
| Wellington Management Group LLP | 4,801,133 | $31.6M | 0.01% | +582,622+13.8% | Added |
| Voloridge Investment Management, LLC | 4,975,212 | $32.8M | 0.12% | +3,079,370+162.4% | Added |
| Goldman Sachs Group Inc | 4,996,931 | $32.9M | 0.01% | −315,056−5.9% | Reduced |
| Dimensional Fund Advisors LP | 5,363,972 | $35.3M | 0.01% | −49,635−0.9% | Reduced |
| BlackRock, Inc. | 5,395,789 | $35.6M | 0.00% | −32,366−0.6% | Reduced |
| Morgan Stanley | 7,819,466 | $51.5M | 0.00% | +1,752,296+28.9% | Added |
| Arrowstreet Capital, Limited Partnership | 10,273,831 | $67.7M | 0.05% | +3,932,066+62.0% | Added |
| Dodge & Cox | 117,541,105 | $774.6M | 0.44% | −222,985−0.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,410,756−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,028,750−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −576,292−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −277,586−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −180,639−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −148,200−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −80,179−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −43,821−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −21,329−100.0% | Sold out |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,092−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |