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, Q4 2025
Institutional positions in Aegon Ltd. as of Dec 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
- 300
- +25 vs. Q3 2025
- Shares held
- 161.5M
- −25.8M (−13.8%) vs. Q3 2025
- Total value
- $1.24B
- −$251.1M (−16.8%) vs. Q3 2025
- New holders
- 50
- 112 more added
- Sold out
- 25
- 75 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $15 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 9 | $70 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 11 | $85 | 0.00% | −12−52.2% | Reduced |
| New England Capital Financial Advisors LLC | 11 | $85 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $139 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $193 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $208 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $247 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $262 | 0.00% | +34 | New |
| Pacific Center for Financial Services | 36 | $288 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $332 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $347 | 0.00% | −240−84.2% | Reduced |
| Navalign, LLC | 45 | $350 | 0.00% | +45 | New |
| Maseco LLP | 62 | $474 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 63 | $486 | 0.00% | +63 | New |
| AdvisorNet Financial, Inc | 72 | $555 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 78 | $601 | 0.00% | +78 | New |
| Principia Wealth Advisory, LLC | 90 | $694 | 0.00% | −1−1.1% | Reduced |
| CrossGen Wealth, LLC | 94 | $725 | 0.00% | +94 | New |
| Highline Wealth Partners LLC | 102 | $786 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 105 | $810 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 110 | $848 | 0.00% | +110 | New |
| Anchor Investment Management, LLC | 184 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 190 | $1.47K | 0.00% | +190 | New |
| Root Financial Partners, LLC | 215 | $1.66K | 0.00% | +133+162.2% | Added |
| UMA Financial Services, Inc. | 220 | $1.70K | 0.00% | +94+74.6% | Added |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 291 | $2.24K | 0.00% | +32+12.4% | Added |
| Cornerstone Financial Management LLC | 324 | $2.50K | 0.00% | +324 | New |
| Crewe Advisors LLC | 337 | $2.60K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.73K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 411 | $3.17K | 0.00% | −4−1.0% | Reduced |
| Garton & Associates Financial Advisors LLC | 416 | $3.21K | 0.00% | +416 | New |
| Steward Partners Investment Advisory, LLC | 435 | $3.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $3.62K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 480 | $3.70K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 501 | $3.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 490 | $3.88K | 0.00% | −216−30.6% | Reduced |
| Cornerstone Planning Group LLC | 550 | $4.27K | 0.00% | +497+937.7% | Added |
| Golden State Wealth Management, LLC | 559 | $4.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 564 | $4.35K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 625 | $4.82K | 0.00% | +7+1.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 671 | $5.17K | 0.00% | +671 | New |
| Sound Income Strategies, LLC | 679 | $5.19K | 0.00% | +470+224.9% | Added |
| Pinney & Scofield, Inc. | 714 | $5.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 733 | $5.65K | 0.00% | −19,809−96.4% | Reduced |
| Citigroup Inc | 763 | $5.88K | 0.00% | −4,915−86.6% | Reduced |
| Pillar Financial Advisors, LLC | 930 | $7.17K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,000 | $7.71K | 0.00% | +1,000 | New |
| Umb Bank N A | 1,002 | $7.72K | 0.00% | −1,097−52.3% | Reduced |
| Essential Partners LLC | 1,034 | $7.97K | 0.00% | −1,070−50.9% | Reduced |
| MAI Capital Management | 1,100 | $8.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,103 | $8.51K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,107 | $8.54K | 0.00% | +84+8.2% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $9.24K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.63K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,259 | $9.71K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,260 | $9.71K | 0.00% | +192+18.0% | Added |
| Triumph Capital Management | 1,300 | $10.0K | 0.00% | +1,300 | New |
| SageView Advisory Group, LLC | 1,301 | $10.0K | 0.00% | +1,301 | New |
| SJS Investment Consulting Inc. | 1,303 | $10.0K | 0.00% | +1,303 | New |
| Copia Wealth Management | 1,575 | $12.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $12.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,739 | $13.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,824 | $14.1K | 0.00% | +376+26.0% | Added |
| Harbour Investments, Inc. | 1,907 | $14.7K | 0.00% | −346−15.4% | Reduced |
| Fifth Third Bancorp | 1,919 | $14.8K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,094 | $16.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 2,600 | $20.0K | 0.00% | +1,100+73.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,912 | $22.5K | 0.01% | +902+44.9% | Added |
| Brown Brothers Harriman & Co | 2,932 | $22.6K | 0.00% | +2,932 | New |
| Larson Financial Group LLC | 2,938 | $22.7K | 0.00% | +645+28.1% | Added |
| Massmutual Trust Co FSB | 3,343 | $25.8K | 0.00% | +17+0.5% | Added |
| Bell Investment Advisors, Inc | 3,399 | $26.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,848 | $29.7K | 0.00% | +560+17.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,061 | $31.3K | 0.00% | +4,061 | New |
| UBS Asset Management Americas Inc | 4,234 | $32.6K | 0.00% | +4,234 | New |
| Caitong International Asset Management Co., Ltd | 4,511 | $34.8K | 0.01% | +3,440+321.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,210 | $41.0K | 0.00% | +643+14.1% | Added |
| GAMMA Investing LLC | 7,333 | $56.5K | 0.00% | −192−2.6% | Reduced |
| Parkside Financial Bank & Trust | 7,410 | $57.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,813 | $60.2K | 0.00% | +3,583+84.7% | Added |
| Independence Bank of Kentucky | 8,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,362 | $64.5K | 0.00% | −122−1.4% | Reduced |
| Deutsche Bank AG | 9,310 | $71.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,692 | $74.7K | 0.04% | 00.0% | Unchanged |
| Quantessence Capital LLC | 10,098 | $77.9K | 0.90% | +10,098 | New |
| Canopy Partners, LLC | 10,166 | $78.4K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,527 | $79.6K | 0.00% | +10,527 | New |
| Capital Performance Advisors LLP | 10,363 | $79.9K | 0.01% | +22+0.2% | Added |
| Alliance Wealth Advisors, LLC | 10,366 | $79.9K | 0.02% | −1,748−14.4% | Reduced |
| GeoWealth Management, LLC | 10,606 | $81.8K | 0.00% | +36+0.3% | Added |
| Abel Hall, LLC | 10,806 | $83.3K | 0.02% | +10,806 | New |
| Axxcess Wealth Management, LLC | 10,807 | $83.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,879 | $83.9K | 0.00% | −131,961−92.4% | Reduced |
| Sowell Financial Services LLC | 10,964 | $84.5K | 0.00% | +10,964 | New |