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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 35,099 | $231.3K | 0.05% | +1,269+3.8% | Added |
| Diversify Advisory Services, LLC | 34,484 | $224.8K | 0.01% | +8,035+30.4% | Added |
| Savant Capital, LLC | 33,923 | $223.6K | 0.00% | −3,821−10.1% | Reduced |
| Smartleaf Asset Management LLC | 33,278 | $220.0K | 0.02% | +24,094+262.3% | Added |
| Graham Capital Management, L.P. | 32,840 | $216.4K | 0.01% | −614−1.8% | Reduced |
| Claro Advisors LLC | 31,610 | $208.3K | 0.03% | +2,159+7.3% | Added |
| J.W. Cole Advisors, Inc. | 31,557 | $208.0K | 0.01% | +31,557 | New |
| Cary Street Partners Financial LLC | 31,346 | $206.6K | 0.01% | −3,715−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 29,524 | $194.6K | 0.00% | +30.0% | Added |
| Atria Wealth Solutions, Inc. | 29,437 | $194.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 29,405 | $193.8K | 0.00% | +709+2.5% | Added |
| Syon Capital LLC | 29,261 | $192.8K | 0.02% | +10,201+53.5% | Added |
| Franklin Resources Inc | 28,427 | $187.3K | 0.00% | +259+0.9% | Added |
| Eqis Capital Management, Inc. | 28,017 | $184.6K | 0.02% | −401−1.4% | Reduced |
| NFP Retirement, Inc. | 27,938 | $184.1K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 25,898 | $170.7K | 0.05% | +25,898 | New |
| Personal Cfo Solutions, LLC | 24,051 | $158.5K | 0.03% | +410+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 23,349 | $153.9K | 0.00% | −197−0.8% | Reduced |
| Principal Street Partners, LLC | 22,469 | $148.1K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 22,339 | $147.2K | 0.03% | +483+2.2% | Added |
| Sequoia Financial Advisors, LLC | 22,136 | $145.9K | 0.00% | −472−2.1% | Reduced |
| Sage Rhino Capital LLC | 21,566 | $142.1K | 0.03% | −1,142−5.0% | Reduced |
| Kestra Private Wealth Services, LLC | 21,500 | $141.7K | 0.00% | +600+2.9% | Added |
| CIBC Private Wealth Group, LLC | 25,107 | $138.3K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 20,907 | $137.8K | 0.00% | −10,717−33.9% | Reduced |
| Private Advisor Group, LLC | 20,901 | $137.7K | 0.00% | +20,901 | New |
| Allspring Global Investments Holdings, LLC | 20,284 | $135.4K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,284 | $133.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gotham Asset Management, LLC | 19,654 | $129.5K | 0.00% | +19,654 | New |
| Forum Financial Management, LP | 19,189 | $126.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,947 | $124.9K | 0.00% | +18,947 | New |
| Fox Run Management, L.L.C. | 18,712 | $123.3K | 0.02% | +18,712 | New |
| Yousif Capital Management, LLC | 18,575 | $122.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,910 | $118.0K | 0.00% | +17,910 | New |
| Parallel Advisors, LLC | 17,478 | $115.2K | 0.00% | −3,023−14.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,064 | $112.5K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 16,237 | $107.0K | 0.01% | +265+1.7% | Added |
| Guggenheim Capital LLC | 16,143 | $106.4K | 0.00% | −181−1.1% | Reduced |
| Johnson Investment Counsel Inc | 15,872 | $104.6K | 0.00% | +15,872 | New |
| Ieq Capital, LLC | 15,793 | $104.1K | 0.00% | +1,110+7.6% | Added |
| Two Sigma Securities, LLC | 15,581 | $102.7K | 0.02% | +15,581 | New |
| Franklin Street Advisors Inc | 15,551 | $102.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15,040 | $99.1K | 0.00% | +856+6.0% | Added |
| Oppenheimer & Co Inc | 14,784 | $97.4K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $96.8K | 0.05% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,349 | $94.6K | 0.03% | −25−0.2% | Reduced |
| BCJ Capital Management, LLC | 14,113 | $93.0K | 0.01% | −1,447−9.3% | Reduced |
| Burns Matteson Capital Management, LLC | 14,016 | $92.4K | 0.05% | +3,424+32.3% | Added |
| Flow Traders U.S. LLC | 13,849 | $91.0K | 0.00% | +13,849 | New |
| Clarius Group, LLC | 13,672 | $90.1K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $89.5K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $88.7K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,395 | $88.3K | 0.01% | −4,362−24.6% | Reduced |
| GeoWealth Management, LLC | 13,224 | $87.1K | 0.00% | +188+1.4% | Added |
| Glenmede Trust Co NA | 13,188 | $86.9K | 0.00% | −5,197−28.3% | Reduced |
| State Street Corp | 13,085 | $86.2K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,797 | $84.3K | 0.00% | +50.0% | Added |
| Alliance Wealth Advisors, LLC | 11,927 | $78.6K | 0.02% | +415+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,924 | $78.6K | 0.00% | −120−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 11,440 | $75.4K | 0.00% | +440+4.0% | Added |
| PDS Planning, Inc | 11,423 | $75.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,166 | $73.6K | 0.01% | −48−0.4% | Reduced |
| Advisory Alpha, LLC | 11,105 | $73.2K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,807 | $72.2K | 0.00% | −120−1.1% | Reduced |
| Janney Montgomery Scott LLC | 10,979 | $72.0K | 0.00% | +324+3.0% | Added |
| Axxcess Wealth Management, LLC | 10,807 | $71.2K | 0.00% | +170+1.6% | Added |
| M&T Bank Corp | 10,709 | $71.0K | 0.00% | +52+0.5% | Added |
| Advisor Group Holdings, Inc. | 10,659 | $70.2K | 0.00% | +249+2.4% | Added |
| Wrapmanager Inc | 10,639 | $70.1K | 0.02% | −5,064−32.2% | Reduced |
| Simon Quick Advisors, LLC | 10,437 | $68.8K | 0.00% | +10,437 | New |
| Canopy Partners, LLC | 10,434 | $68.8K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,394 | $68.5K | 0.03% | +10,394 | New |
| Bailard, Inc. | 10,283 | $67.8K | 0.00% | +10,283 | New |
| Perigon Wealth Management, LLC | 10,074 | $66.4K | 0.00% | −409−3.9% | Reduced |
| Advisor Resource Council | 10,070 | $66.4K | 0.01% | +10,070 | New |
| Cromwell Holdings LLC | 9,692 | $63.9K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,310 | $61.4K | 0.00% | +9,310 | New |
| Allworth Financial LP | 9,253 | $59.6K | 0.00% | +702+8.2% | Added |
| Rothschild Investment LLC | 7,347 | $48.4K | 0.00% | −4,720−39.1% | Reduced |
| Coldstream Capital Management Inc | 7,094 | $46.8K | 0.00% | +7,094 | New |
| Boston Private Wealth LLC | 6,410 | $42.2K | 0.00% | +6,410 | New |
| GAMMA Investing LLC | 5,916 | $39.0K | 0.00% | −593−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,778 | $38.1K | 0.00% | −18,628−76.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,230 | $34.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,846 | $31.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,325 | $29.0K | 0.00% | +3,635+526.8% | Added |
| Massmutual Trust Co FSB | 4,059 | $26.7K | 0.00% | −363−8.2% | Reduced |
| Bell Investment Advisors, Inc | 3,565 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,505 | $23.1K | 0.00% | −322−8.4% | Reduced |
| Skopos Labs, Inc. | 3,497 | $23.0K | 0.00% | +3,495+174,750.0% | Added |
| Citigroup Inc | 3,376 | $22.2K | 0.00% | −1,393−29.2% | Reduced |
| CWM, LLC | 3,272 | $22.0K | 0.00% | −492−13.1% | Reduced |
| Hexagon Capital Partners LLC | 3,195 | $21.1K | 0.00% | +111+3.6% | Added |
| Sierra Ocean, LLC | 3,026 | $19.9K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,900 | $19.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,729 | $18.0K | 0.00% | 00.0% | Unchanged |