Skip to main content

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, 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.

Institutional holdersQ4 2025: 300 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 heldQ4 2025: $1.24B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2025.

Institutions holding AEG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
XY Capital Ltd0$00.00%−685,548−100.0%Sold out
Clear Street Markets LLC0$00.00%−344,285−100.0%Sold out
Employees Retirement System of Texas0$00.00%−276,450−100.0%Sold out
New York State Common Retirement Fund0$00.00%−153,064−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−153,064−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−64,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−42,192−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−40,442−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−27,589−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−26,849−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−20,116−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,471−100.0%Sold out
TownSquare Capital, LLC0$00.00%−13,192−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−12,988−100.0%Sold out
Wellington Management Group LLP0$00.00%−12,063−100.0%Sold out
Sym Financial Corp0$00.00%−11,388−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−10,655−100.0%Sold out
Bailard, Inc.0$00.00%−10,306−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−2,748−100.0%Sold out
Principal Securities, Inc.0$00.00%−1,901−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−1,020−100.0%Sold out
IFP Advisors, Inc0$00.00%−725−100.0%Sold out
Advisory Services Network, LLC0$00.00%−437−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−272−100.0%Sold out
Spire Wealth Management0$00.00%−258−100.0%Sold out
Wetherby Asset Management Inc––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
Shilanski & Associates, Inc.––––Not filed
Glenmede Investment Management, LP––––Not filed
Binnacle Investments Inc––––Not filed
Hemington Wealth Management––––Not filed