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 |
|---|---|---|---|---|---|
| Miller Investment Management, LP | 57,015 | $439.6K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 56,936 | $439.0K | 0.01% | −2,360−4.0% | Reduced |
| Highland Capital Management, LLC | 54,427 | $419.6K | 0.02% | −6,085−10.1% | Reduced |
| Diversify Advisory Services, LLC | 54,647 | $418.0K | 0.01% | +4,462+8.9% | Added |
| Atria Investments LLC | 52,297 | $403.2K | 0.00% | −725−1.4% | Reduced |
| Russell Investments Group, Ltd. | 50,209 | $387.1K | 0.00% | +1,103+2.2% | Added |
| Sivia Capital Partners, LLC | 48,405 | $373.2K | 0.08% | +24,288+100.7% | Added |
| Engineers Gate Manager LP | 47,555 | $366.6K | 0.00% | −31,925−40.2% | Reduced |
| Bank of Montreal | 46,866 | $361.3K | 0.00% | +1,914+4.3% | Added |
| CI Private Wealth, LLC | 45,816 | $353.2K | 0.00% | −467−1.0% | Reduced |
| Versant Capital Management, Inc | 45,723 | $352.5K | 0.04% | +4,008+9.6% | Added |
| Clearstead Advisors, LLC | 45,710 | $352.4K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 45,363 | $349.7K | 0.08% | +696+1.6% | Added |
| Two Sigma Securities, LLC | 44,660 | $344.3K | 0.05% | +44,660 | New |
| Federation des caisses Desjardins du Quebec | 43,193 | $332.6K | 0.00% | −3,268−7.0% | Reduced |
| Jackson Square Capital, LLC | 42,489 | $327.6K | 0.06% | +2,358+5.9% | Added |
| Prime Capital Investment Advisors, LLC | 41,323 | $318.6K | 0.00% | +41,323 | New |
| CIBC Private Wealth Group, LLC | 40,187 | $309.8K | 0.00% | +1,655+4.3% | Added |
| Contravisory Investment Management, Inc. | 40,064 | $308.9K | 0.06% | +409+1.0% | Added |
| Ar Asset Management Inc | 36,691 | $283.0K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 36,224 | $279.3K | 0.00% | +3,447+10.5% | Added |
| Ellevest, Inc. | 35,890 | $276.7K | 0.04% | −203−0.6% | Reduced |
| CWM, LLC | 35,415 | $273.0K | 0.00% | +29,648+514.1% | Added |
| QRG Capital Management, Inc. | 35,321 | $272.3K | 0.00% | +8,569+32.0% | Added |
| Aaron Wealth Advisors | 33,879 | $261.2K | 0.01% | +8,532+33.7% | Added |
| Smartleaf Asset Management LLC | 33,501 | $260.3K | 0.01% | +5,160+18.2% | Added |
| Kestra Private Wealth Services, LLC | 33,446 | $257.9K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 33,356 | $257.2K | 0.01% | −796−2.3% | Reduced |
| Truist Financial Corp | 32,408 | $249.9K | 0.00% | −246−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 32,394 | $249.8K | 0.00% | +2,794+9.4% | Added |
| Sequoia Financial Advisors, LLC | 30,306 | $233.7K | 0.00% | +216+0.7% | Added |
| Scientech Research LLC | 29,624 | $228.4K | 0.14% | +29,624 | New |
| Central Pacific Bank - Trust Division | 28,800 | $222.0K | 0.03% | −3,400−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 28,686 | $221.2K | 0.00% | +2,369+9.0% | Added |
| NFP Retirement, Inc. | 27,938 | $215.4K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 27,653 | $213.2K | 0.03% | +1,661+6.4% | Added |
| Jain Global LLC | 27,582 | $212.7K | 0.00% | +7,300+36.0% | Added |
| Allspring Global Investments Holdings, LLC | 26,906 | $211.9K | 0.00% | +8,633+47.2% | Added |
| Basecamp Wealth Advisors LLC | 27,082 | $208.8K | 0.04% | +27,082 | New |
| Cary Street Partners Financial LLC | 26,988 | $208.1K | 0.01% | −2,856−9.6% | Reduced |
| Fulton Bank, N.A. | 25,000 | $192.8K | 0.01% | −2,314−8.5% | Reduced |
| Burns Matteson Capital Management, LLC | 24,866 | $191.7K | 0.08% | +909+3.8% | Added |
| Brinker Capital Investments, LLC | 24,668 | $190.2K | 0.00% | +468+1.9% | Added |
| PDS Planning, Inc | 24,050 | $185.4K | 0.01% | +7,500+45.3% | Added |
| Private Advisor Group, LLC | 23,697 | $182.7K | 0.00% | +1,425+6.4% | Added |
| Mackenzie Financial Corp | 22,432 | $174.0K | 0.00% | +22,432 | New |
| Evolve Private Wealth, LLC | 22,140 | $170.7K | 0.01% | +22,140 | New |
| Gotham Asset Management, LLC | 21,727 | $167.5K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,961 | $161.6K | 0.03% | −346−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 20,940 | $161.4K | 0.00% | −10,821−34.1% | Reduced |
| AE Wealth Management LLC | 20,284 | $156.4K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 19,868 | $153.2K | 0.00% | −4,431−18.2% | Reduced |
| Parallel Advisors, LLC | 19,840 | $153.0K | 0.00% | −201−1.0% | Reduced |
| Viewpoint Investment Partners Corp | 19,600 | $151.1K | 0.07% | +19,600 | New |
| Yousif Capital Management, LLC | 20,045 | $149.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 18,994 | $146.4K | 0.00% | +734+4.0% | Added |
| Flow Traders U.S. LLC | 18,899 | $146.0K | 0.00% | −6,361−25.2% | Reduced |
| HB Wealth Management, LLC | 18,716 | $144.3K | 0.00% | +1,517+8.8% | Added |
| Captrust Financial Advisors | 18,633 | $143.7K | 0.00% | −152−0.8% | Reduced |
| Vise Technologies, Inc. | 18,603 | $143.4K | 0.00% | −16,610−47.2% | Reduced |
| Savant Capital, LLC | 18,527 | $142.8K | 0.00% | +3,439+22.8% | Added |
| Venturi Wealth Management, LLC | 18,427 | $142.1K | 0.01% | +4,503+32.3% | Added |
| Principal Street Partners, LLC | 17,940 | $138.3K | 0.02% | −4,529−20.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,851 | $137.6K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 17,657 | $136.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,621 | $135.9K | 0.00% | −22−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 17,478 | $134.8K | 0.00% | +690+4.1% | Added |
| Dorsey & Whitney Trust CO LLC | 16,599 | $128.0K | 0.01% | +849+5.4% | Added |
| Coldstream Capital Management Inc | 16,338 | $126.0K | 0.00% | +184+1.1% | Added |
| FourThought Financial Partners, LLC | 15,982 | $123.2K | 0.01% | +2,524+18.8% | Added |
| Global Retirement Partners, LLC | 15,905 | $122.6K | 0.00% | +5,194+48.5% | Added |
| Franklin Street Advisors Inc | 15,551 | $119.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14,921 | $115.0K | 0.00% | −3,306−18.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14,785 | $114.0K | 0.00% | −2,195−12.9% | Reduced |
| Boit C F David | 14,695 | $112.1K | 0.05% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,260 | $109.9K | 0.03% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 14,147 | $109.1K | 0.00% | +14,147 | New |
| EP Wealth Advisors, LLC | 13,688 | $105.5K | 0.00% | +13,688 | New |
| Clarius Group, LLC | 13,672 | $105.4K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $104.7K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 13,484 | $104.0K | 0.01% | +115+0.9% | Added |
| Aigen Investment Management, LP | 13,352 | $102.9K | 0.02% | +13,352 | New |
| State Street Corp | 13,085 | $100.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,991 | $100.2K | 0.00% | +636+5.1% | Added |
| Neuberger Berman Group LLC | 12,904 | $99.5K | 0.00% | +1,095+9.3% | Added |
| Stock Yards Bank & Trust Co | 12,849 | $99.1K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,814 | $98.8K | 0.00% | +12,814 | New |
| Advisors Asset Management, Inc. | 12,767 | $98.4K | 0.00% | +12,767 | New |
| Argos Wealth Advisors, LLC | 12,436 | $95.9K | 0.03% | +12,436 | New |
| AlphaCore Capital LLC | 12,213 | $94.2K | 0.00% | +2,022+19.8% | Added |
| Jackson Thornton Asset Management, LLC | 11,734 | $92.6K | 0.01% | −1,531−11.5% | Reduced |
| Merit Financial Group, LLC | 11,576 | $89.3K | 0.00% | +11,576 | New |
| TCG Advisory Services, LLC | 11,360 | $87.6K | 0.00% | +11,360 | New |
| Flputnam Investment Management Co | 11,358 | $87.6K | 0.00% | +11,358 | New |
| Glenmede Trust Co NA | 11,316 | $87.2K | 0.00% | +11,316 | New |
| Bingham Private Wealth, LLC | 11,241 | $86.7K | 0.07% | +11,241 | New |
| Allworth Financial LP | 11,192 | $86.3K | 0.00% | +1,298+13.1% | Added |
| Valeo Financial Advisors, LLC | 11,183 | $86.2K | 0.00% | +190+1.7% | Added |
| Capital Asset Advisory Services LLC | 10,807 | $85.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,977 | $84.6K | 0.00% | +7,599+225.0% | Added |