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, Q1 2026
Institutional positions in Aegon Ltd. as of Mar 31, 2026. 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
- 291
- −5 vs. Q4 2025
- Shares held
- 129.5M
- −31.6M (−19.6%) vs. Q4 2025
- Total value
- $940.2M
- −$302.4M (−24.3%) vs. Q4 2025
- New holders
- 36
- 110 more added
- Sold out
- 41
- 84 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 10,784 | $78.3K | 0.00% | +10,784 | New |
| Canopy Partners, LLC | 10,924 | $79.3K | 0.03% | +758+7.5% | Added |
| Baron Wealth Management LLC | 11,236 | $81.6K | 0.02% | +11,236 | New |
| Glenmede Trust Co NA | 11,241 | $81.6K | 0.00% | −75−0.7% | Reduced |
| Sanctuary Advisors, LLC | 11,295 | $82.0K | 0.00% | +11,295 | New |
| M&T Bank Corp | 11,493 | $83.3K | 0.00% | −1,498−11.5% | Reduced |
| Wedmont Private Capital | 10,736 | $83.5K | 0.00% | +209+2.0% | Added |
| Keebeck Wealth Management, LLC | 11,513 | $83.6K | 0.01% | +11,513 | New |
| CWM, LLC | 11,651 | $84.6K | 0.00% | −23,764−67.1% | Reduced |
| Perigon Wealth Management, LLC | 11,787 | $85.6K | 0.00% | +11,787 | New |
| Capital Performance Advisors LLP | 11,871 | $86.2K | 0.01% | +1,508+14.6% | Added |
| Keybank National Association | 12,099 | $87.8K | 0.00% | +12,099 | New |
| Ferguson Wellman Capital Management, Inc | 12,271 | $89.1K | 0.00% | +12,271 | New |
| Argos Wealth Advisors, LLC | 12,436 | $90.3K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 12,591 | $91.4K | 0.00% | −39,706−75.9% | Reduced |
| Stock Yards Bank & Trust Co | 12,849 | $93.3K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $95.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 13,402 | $97.3K | 0.00% | +2,796+26.4% | Added |
| Axq Capital, LP | 13,433 | $97.5K | 0.01% | +13,433 | New |
| FourThought Financial Partners, LLC | 13,458 | $97.7K | 0.01% | −2,524−15.8% | Reduced |
| Checchi Capital Advisers, LLC | 13,581 | $98.6K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 13,930 | $101.1K | 0.00% | +13,930 | New |
| EP Wealth Advisors, LLC | 14,182 | $103.0K | 0.00% | +494+3.6% | Added |
| Invesco Ltd. | 14,221 | $103.2K | 0.00% | +14,221 | New |
| Henry James International Management, Inc. | 14,260 | $103.5K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15,149 | $103.9K | 0.00% | +4,172+38.0% | Added |
| BCJ Capital Management, LLC | 14,416 | $104.7K | 0.01% | +932+6.9% | Added |
| Buckingham Strategic Partners | 14,447 | $104.9K | 0.00% | +1,633+12.7% | Added |
| Franklin Street Advisors Inc | 14,551 | $105.6K | 0.01% | −1,000−6.4% | Reduced |
| Boit C F David | 14,695 | $106.7K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 14,755 | $107.1K | 0.00% | −1,583−9.7% | Reduced |
| First Trust Advisors LP | 14,995 | $108.9K | 0.00% | −4,873−24.5% | Reduced |
| Kathmere Capital Management, LLC | 15,025 | $109.1K | 0.01% | +15,025 | New |
| Dorsey & Whitney Trust CO LLC | 15,550 | $112.9K | 0.01% | −1,049−6.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 14,359 | $113.0K | 0.01% | +2,625+22.4% | Added |
| May Hill Capital, LLC | 16,146 | $117.2K | 0.03% | +16,146 | New |
| Ronald Blue Trust, Inc. | 16,213 | $117.7K | 0.00% | +1,292+8.7% | Added |
| Summit Trail Advisors, LLC | 16,345 | $118.7K | 0.00% | +16,345 | New |
| Warren Averett Asset Management, LLC | 16,890 | $122.6K | 0.00% | −588−3.4% | Reduced |
| Evolve Private Wealth, LLC | 16,949 | $123.0K | 0.01% | −5,191−23.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,644 | $128.1K | 0.00% | +23+0.1% | Added |
| Principal Street Partners, LLC | 17,940 | $130.2K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,055 | $138.3K | 0.00% | +6,151+47.7% | Added |
| Vise Technologies, Inc. | 18,603 | $143.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,912 | $144.6K | 0.00% | +1,196+6.4% | Added |
| Yousif Capital Management, LLC | 20,045 | $145.5K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,284 | $147.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,437 | $148.4K | 0.00% | −11,971−36.9% | Reduced |
| Sage Rhino Capital LLC | 20,790 | $150.9K | 0.03% | −171−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 20,797 | $151.0K | 0.00% | +6,012+40.7% | Added |
| Dynasty Wealth Management, LLC | 20,846 | $151.3K | 0.00% | +6,699+47.4% | Added |
| Central Pacific Bank - Trust Division | 21,500 | $156.1K | 0.02% | −7,300−25.3% | Reduced |
| Gotham Asset Management, LLC | 21,727 | $157.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,982 | $159.6K | 0.00% | +2,142+10.8% | Added |
| Viewpoint Investment Partners Corp | 30,100 | $160.0K | 0.07% | +10,500+53.6% | Added |
| Savant Capital, LLC | 23,791 | $172.7K | 0.00% | +5,264+28.4% | Added |
| Brinker Capital Investments, LLC | 23,962 | $174.0K | 0.00% | −706−2.9% | Reduced |
| PDS Planning, Inc | 24,050 | $174.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 24,719 | $179.5K | 0.00% | +11,952+93.6% | Added |
| Scientech Research LLC | 24,767 | $179.8K | 0.15% | −4,857−16.4% | Reduced |
| Captrust Financial Advisors | 25,768 | $187.1K | 0.00% | +7,135+38.3% | Added |
| Private Advisor Group, LLC | 26,380 | $191.5K | 0.00% | +2,683+11.3% | Added |
| Cetera Investment Advisers | 26,445 | $192.0K | 0.00% | −36,058−57.7% | Reduced |
| Cary Street Partners Financial LLC | 26,988 | $195.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 27,082 | $196.6K | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 27,905 | $202.6K | 0.00% | +23,671+559.1% | Added |
| NFP Retirement, Inc. | 27,938 | $202.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 29,216 | $212.1K | 0.00% | −3,178−9.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 29,285 | $214.4K | 0.00% | +2,379+8.8% | Added |
| Impact Investors, Inc | 30,249 | $219.6K | 0.15% | +30,249 | New |
| Wealth Enhancement Advisory Services, LLC | 29,845 | $219.7K | 0.00% | −43,588−59.4% | Reduced |
| Advisor Group Holdings, Inc. | 32,135 | $233.3K | 0.00% | +3,449+12.0% | Added |
| Franklin Resources Inc | 32,163 | $233.5K | 0.00% | −4,061−11.2% | Reduced |
| Smartleaf Asset Management LLC | 34,224 | $237.2K | 0.01% | +723+2.2% | Added |
| Ellevest, Inc. | 33,186 | $240.9K | 0.03% | −2,704−7.5% | Reduced |
| CIBC Bancorp USA Inc. | 33,212 | $241.1K | 0.00% | +33,212 | New |
| Rockefeller Capital Management L.P. | 33,229 | $241.2K | 0.00% | +29,381+763.5% | Added |
| J.W. Cole Advisors, Inc. | 33,345 | $242.1K | 0.01% | −110.0% | Reduced |
| Stifel Financial Corp | 34,166 | $248.0K | 0.00% | −64,692−65.4% | Reduced |
| TCG Advisory Services, LLC | 35,074 | $254.6K | 0.01% | +23,714+208.8% | Added |
| Two Sigma Securities, LLC | 35,510 | $257.8K | 0.03% | −9,150−20.5% | Reduced |
| Graham Capital Management, L.P. | 35,669 | $259.0K | 0.01% | −22,964−39.2% | Reduced |
| Ar Asset Management Inc | 36,691 | $266.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 37,832 | $274.7K | 0.08% | +37,832 | New |
| Kingdom Financial Group LLC. | 37,832 | $274.7K | 0.08% | +37,832 | New |
| Jackson Square Capital, LLC | 40,482 | $293.9K | 0.06% | −2,007−4.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,177 | $298.9K | 0.00% | −146−0.4% | Reduced |
| QRG Capital Management, Inc. | 41,744 | $303.1K | 0.00% | +6,423+18.2% | Added |
| Clearstead Advisors, LLC | 45,710 | $331.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47,432 | $344.4K | 0.02% | +29,005+157.4% | Added |
| Kestra Private Wealth Services, LLC | 51,186 | $371.6K | 0.00% | +17,740+53.0% | Added |
| RSM US Wealth Management LLC | 52,106 | $378.3K | 0.00% | −4,718−8.3% | Reduced |
| Ballentine Partners, LLC | 53,818 | $390.7K | 0.01% | −3,118−5.5% | Reduced |
| Highland Capital Management, LLC | 54,227 | $393.7K | 0.02% | −200−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 56,361 | $409.0K | 0.10% | −54,725−49.3% | Reduced |
| Ritholtz Wealth Management | 56,561 | $410.6K | 0.01% | −5,926−9.5% | Reduced |
| Versant Capital Management, Inc | 56,634 | $411.2K | 0.04% | +10,911+23.9% | Added |
| Miller Investment Management, LP | 57,015 | $413.9K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 58,572 | $425.2K | 0.08% | +10,167+21.0% | Added |
| Factory Mutual Insurance Co | 59,398 | $431.2K | 0.00% | −110,000−64.9% | Reduced |