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Livermore
Livermore
ZHEN

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.

Other share classesAEFCAEGOF

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.

Institutional holdersQ1 2025: 256 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ1 2025: $1.26B
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2024.

Institutions holding AEG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Jones Financial Companies LLLP2,401$15.9K0.00%+479+24.9%Added
William B. Walkup & Associates, Inc.2,094$13.8K0.01%00.0%Unchanged
Continuum Advisory, LLC2,045$13.5K0.00%+2,045New
Harbour Investments, Inc.1,907$12.6K0.00%00.0%Unchanged
Principal Securities, Inc.1,945$11.5K0.00%00.0%Unchanged
Fifth Third Bancorp1,699$11.2K0.00%00.0%Unchanged
Copia Wealth Management1,575$10.4K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,610$10.2K0.00%00.0%Unchanged
Hantz Financial Services, Inc.1,453$10.0K0.00%+905+165.1%Added
Parkside Financial Bank & Trust1,514$9.98K0.00%+936+161.9%Added
National Bank of Canada1,500$9.87K0.00%−105,565−98.6%Reduced
Farther Finance Advisors, LLC1,414$9.36K0.00%+658+87.0%Added
Clean Yield Group1,259$8.30K0.00%−2,317−64.8%Reduced
Evermay Wealth Management LLC1,249$8.23K0.00%+1,249New
TD Waterhouse Canada Inc.1,200$7.94K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,020$6.72K0.00%00.0%Unchanged
Geneos Wealth Management Inc.994$6.55K0.00%+627+170.8%Added
Pillar Financial Advisors, LLC930$6.13K0.00%00.0%Unchanged
MAI Capital Management756$4.98K0.00%00.0%Unchanged
IFP Advisors, Inc725$4.78K0.00%+725New
Pinney & Scofield, Inc.714$4.71K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC671$4.42K0.00%00.0%Unchanged
Atlantic Trust, LLC628$4.14K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC625$4.12K0.00%+524+518.8%Added
JFS Wealth Advisors, LLC564$3.72K0.00%00.0%Unchanged
Golden State Wealth Management, LLC532$3.51K0.00%00.0%Unchanged
ORG Wealth Partners, LLC511$3.38K0.00%00.0%Unchanged
Caldwell Trust Co469$3.09K0.00%00.0%Unchanged
WealthCollab, LLC456$3.01K0.00%+172+60.6%Added
Steward Partners Investment Advisory, LLC435$2.87K0.00%+57+15.1%Added
St. Johns Investment Management Company, LLC354$2.33K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC306$2.02K0.00%−63−17.1%Reduced
GW&K Investment Management, LLC281$2.00K0.00%−137−32.8%Reduced
JTC Employer Solutions Trusteee Ltd333$2.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc290$1.71K0.00%00.0%Unchanged
Spire Wealth Management258$1.70K0.00%00.0%Unchanged
Whipplewood Advisors, LLC70$1.46K0.00%−151−68.3%Reduced
Quantbot Technologies LP200$1.32K0.00%−65,098−99.7%Reduced
Montag A & Associates Inc190$1.25K0.00%00.0%Unchanged
Anchor Investment Management, LLC184$1.21K0.00%00.0%Unchanged
Binnacle Investments Inc122$8040.00%+122New
Whittier Trust Co117$7710.00%−184−61.1%Reduced
SRS Capital Advisors, Inc.116$7650.00%00.0%Unchanged
Zions Bancorporation, National Association105$6920.00%+105New
Highline Wealth Partners LLC102$6720.00%+102New
PSI Advisors, LLC100$6590.00%00.0%Unchanged
AdvisorNet Financial, Inc72$4740.00%00.0%Unchanged
Assetmark, Inc62$4090.00%00.0%Unchanged
Cornerstone Planning Group LLC59$3750.00%−236−80.0%Reduced
Pacific Center for Financial Services36$2380.00%00.0%Unchanged
CVA Family Office, LLC32$2110.00%00.0%Unchanged
Toronto Dominion Bank27$1780.00%00.0%Unchanged
New England Capital Financial Advisors LLC11$730.00%00.0%Unchanged
Cedar Mountain Advisors, LLC2$130.00%00.0%Unchanged
Huntington National Bank1$50.00%00.0%Unchanged
Hemington Wealth Management6$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−2,647−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,410,756−100.0%Sold out
Old Mission Capital LLC0$00.00%−1,028,750−100.0%Sold out
Abc Arbitrage SA0$00.00%−576,292−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−277,586−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−180,639−100.0%Sold out
First Hawaiian Bank0$00.00%−148,200−100.0%Sold out
Squarepoint Ops LLC0$00.00%−80,179−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−43,821−100.0%Sold out
Barclays PLC0$00.00%−40,000−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−21,329−100.0%Sold out
Emergent Wealth Advisors, LLC0$00.00%−16,500−100.0%Sold out
Camden Capital, LLC0$00.00%−11,850−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−10,092−100.0%Sold out
CKW Financial Group0$00.00%−5,900−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,905−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,466−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−1,972−100.0%Sold out
Central Trust Co0$00.00%−750−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−302−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−213−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−62−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−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