Aegon Ltd.

AEG

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0000769218

SEC filings (opens in a new tab)

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 classesAEFC AEGOF

Q2 2025 vs. Q1 2025

How the institutions holding Aegon Ltd. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of AEG: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	256	5	267	+16
Shares	190.6M	105.8K	198.3M	+7.82M (+4.1%)
Value	$1.26B	$697.3K	$1.44B	+$180.5M (+14.4%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Aegon Ltd. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to AEG in Q2 2025
Institution	Shares	Value	% of portfolio
Marshall Wace, LLP	1,107,951	$8.02M	0.01%
Qube Research & Technologies Ltd	645,098	$4.67M	0.01%
Wetherby Asset Management Inc	181,151	$1.31M	0.06%
Capital Fund Management S.A.	160,618	$1.16M	0.01%
Susquehanna International Group, LLP	122,253	$885.1K	0.00%
Lazard Asset Management LLC	122,081	$883.0K	0.00%
Macquarie Group Ltd	56,870	$412.0K	0.00%
Callan Family Office, LLC	47,586	$344.5K	0.01%
Lester Murray Antman dba SimplyRich	36,345	$263.0K	0.07%
Engineers Gate Manager LP	34,128	$247.1K	0.00%
Integrated Wealth Concepts LLC	29,501	$213.6K	0.00%
Aaron Wealth Advisors	27,012	$195.6K	0.02%
Vise Technologies, Inc.	26,656	$193.0K	0.01%
Sivia Capital Partners, LLC	22,788	$165.0K	0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	16,571	$120.0K	0.00%
Accel Wealth Management	16,040	$116.1K	0.04%
Wiley Bros.-Aintree Capital, LLC	15,625	$113.1K	0.00%
Optas, LLC	12,030	$87.1K	0.02%
Glenmede Investment Management, LP	11,315	$81.9K	0.00%
Jackson Thornton Asset Management, LLC	11,410	$80.4K	0.01%
Buckingham Strategic Partners	11,058	$79.9K	0.00%
HB Wealth Management, LLC	10,572	$76.5K	0.00%
Vestmark Advisory Solutions, Inc.	10,273	$74.4K	0.00%
Capital Performance Advisors LLP	10,197	$73.8K	0.01%
First Horizon Advisors, Inc.	4,424	$32.0K	0.00%
Global Retirement Partners, LLC	1,288	$9.32K	0.00%
Ameritas Advisory Services, LLC	1,092	$7.91K	0.00%
Manchester Capital Management LLC	1,068	$7.73K	0.00%
Garde Capital, Inc.	1,000	$7.24K	0.00%
MTM Investment Management, LLC	501	$3.63K	0.00%
Stephens Consulting, LLC	349	$2.53K	0.00%
Caitong International Asset Management Co., Ltd	197	$1.43K	0.00%
Twin Peaks Wealth Advisors, LLC	159	$1.18K	0.00%
UMA Financial Services, Inc.	126	$913	0.00%
Annis Gardner Whiting Capital Advisors, LLC	72	$522	0.00%
Maseco LLP	60	$434	0.00%
Principia Wealth Advisory, LLC	32	$232	0.00%
CoreCap Advisors, LLC	18	$130	0.00%
Salomon & Ludwin, LLC	12	$86	0.00%

Sold out (23)

Institutions that held Aegon Ltd. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of AEG in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Optiver Holding B.V.	270,409	$1.78M
HRT Financial LP	177,787	$1.17M
XTX Topco Ltd	141,862	$934.9K
Claro Advisors LLC	31,610	$208.3K
Atria Wealth Solutions, Inc.	29,437	$194.0K
Prime Capital Investment Advisors, LLC	23,349	$153.9K
Fox Run Management, L.L.C.	18,712	$123.3K
Johnson Investment Counsel Inc	15,872	$104.6K
Two Sigma Securities, LLC	15,581	$102.7K
Flow Traders U.S. LLC	13,849	$91.0K
Advisory Alpha, LLC	11,105	$73.2K
Simon Quick Advisors, LLC	10,437	$68.8K
Blueshift Asset Management, LLC	10,394	$68.5K
Perigon Wealth Management, LLC	10,074	$66.4K
Advisor Resource Council	10,070	$66.4K
Coldstream Capital Management Inc	7,094	$46.8K
Boston Private Wealth LLC	6,410	$42.2K
Hexagon Capital Partners LLC	3,195	$21.1K
Provenance Wealth Advisors, LLC	2,900	$19.1K
Continuum Advisory, LLC	2,045	$13.5K
Atlantic Trust, LLC	628	$4.14K
Glass Jacobson Investment Advisors llc	290	$1.71K
PSI Advisors, LLC	100	$659

Not filed for Q2 2025 yet (5)

Institutions that held Aegon Ltd. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
CAPROCK Group, Inc.	45,460	$299.6K
Orion Portfolio Solutions, LLC	19,768	$130.3K
Vista Wealth Management Group, LLC	16,237	$107.0K
Glenmede Trust Co NA	13,188	$86.9K
Lindbrook Capital, LLC	11,166	$73.6K