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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −47,555−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −45,363−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −40,064−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −27,653−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −27,582−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −24,866−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −22,432−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,940−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −18,994−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −18,899−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −17,851−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −17,657−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −12,213−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Bingham Private Wealth, LLC | 0 | $0 | 0.00% | −11,241−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,964−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −10,806−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |