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.
Q3 2025 vs. Q2 2025
How the institutions holding Aegon Ltd. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 267 | 1 | 281 | +15 |
| Shares | 198.3M | 4.42K | 187.5M | −10.8M (−5.4%) |
| Value | $1.44B | $32.0K | $1.50B | +$62.2M (+4.3%) |
1 institution that held it in Q2 2025 haven't filed for Q3 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 Q3 2025 but not at the end of Q2 2025.
Sold out (24)
Institutions that held Aegon Ltd. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Summit Global Investments | 1,040,668 | $7.53M |
| Point72 Asset Management, L.P. | 183,100 | $1.33M |
| Lazard Asset Management LLC | 122,081 | $883.0K |
| FORA Capital, LLC | 102,389 | $741.3K |
| Macquarie Group Ltd | 56,870 | $412.0K |
| Eqis Capital Management, Inc. | 27,242 | $197.2K |
| Accel Wealth Management | 16,040 | $116.1K |
| Guggenheim Capital LLC | 15,921 | $115.3K |
| Optas, LLC | 12,030 | $87.1K |
| Buckingham Strategic Partners | 11,058 | $79.9K |
| Vestmark Advisory Solutions, Inc. | 10,273 | $74.4K |
| Wrapmanager Inc | 10,206 | $73.9K |
| Whittier Trust Co of Nevada Inc | 5,164 | $37.4K |
| Bryn Mawr Trust Co | 3,505 | $25.4K |
| Sierra Ocean, LLC | 3,026 | $21.9K |
| Ameritas Advisory Services, LLC | 1,092 | $7.91K |
| Garde Capital, Inc. | 1,000 | $7.24K |
| Geneos Wealth Management Inc. | 906 | $6.56K |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.86K |
| Stephens Consulting, LLC | 349 | $2.53K |
| Whipplewood Advisors, LLC | 221 | $1.60K |
| Twin Peaks Wealth Advisors, LLC | 159 | $1.18K |
| Whittier Trust Co | 117 | $847 |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $522 |
Not filed for Q3 2025 yet (1)
Institutions that held Aegon Ltd. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| First Horizon Advisors, Inc. | 4,424 | $32.0K |