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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5,778 | $41.9K | 0.00% | −2,584−30.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,690 | $41.3K | 0.00% | +1,629+40.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,210 | $38.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,226 | $30.7K | 0.00% | +1,294+44.1% | Added |
| MAI Capital Management | 4,082 | $29.6K | 0.00% | +2,982+271.1% | Added |
| Massmutual Trust Co FSB | 3,343 | $24.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,290 | $23.9K | 0.00% | +1,383+72.5% | Added |
| Ares Financial Consulting, LLC | 3,032 | $22.3K | 0.02% | +3,032 | New |
| True Wealth Design, LLC | 2,353 | $17.1K | 0.00% | +529+29.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,277 | $16.5K | 0.00% | −2,234−49.5% | Reduced |
| Citigroup Inc | 2,243 | $16.3K | 0.00% | +1,480+194.0% | Added |
| TD Waterhouse Canada Inc. | 2,027 | $14.9K | 0.00% | +827+68.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,976 | $14.3K | 0.00% | −936−32.1% | Reduced |
| Fifth Third Bancorp | 1,958 | $14.2K | 0.00% | +39+2.0% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $13.8K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 1,750 | $12.7K | 0.00% | +450+34.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $12.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,739 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,675 | $12.2K | 0.00% | −5,735−77.4% | Reduced |
| Copia Wealth Management | 1,575 | $11.4K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,502 | $10.9K | 0.00% | −1,098−42.2% | Reduced |
| Essential Partners LLC | 1,354 | $9.83K | 0.00% | +320+30.9% | Added |
| Larson Financial Group LLC | 1,299 | $9.43K | 0.00% | −1,639−55.8% | Reduced |
| Clean Yield Group | 1,259 | $9.14K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,204 | $8.74K | 0.00% | −56−4.4% | Reduced |
| Assetmark, Inc | 1,181 | $8.57K | 0.00% | +74+6.7% | Added |
| SJS Investment Consulting Inc. | 1,140 | $8.28K | 0.00% | −163−12.5% | Reduced |
| WealthCollab, LLC | 1,103 | $8.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,043 | $7.57K | 0.00% | +1,043 | New |
| Bell Investment Advisors, Inc | 1,042 | $7.57K | 0.00% | −2,357−69.3% | Reduced |
| Salem Investment Counselors Inc | 1,020 | $7.41K | 0.00% | +1,020 | New |
| Umb Bank N A | 1,002 | $7.28K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 997 | $7.24K | 0.00% | −3−0.3% | Reduced |
| Advisory Services Network, LLC | 977 | $7.09K | 0.00% | +977 | New |
| Pillar Financial Advisors, LLC | 930 | $6.75K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 883 | $6.41K | 0.00% | +883 | New |
| Financial Consulate, Inc | 836 | $6.07K | 0.00% | +211+33.8% | Added |
| Pinney & Scofield, Inc. | 714 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 679 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 550 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 563 | $4.09K | 0.00% | +239+73.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 560 | $4.07K | 0.00% | +560 | New |
| Golden State Wealth Management, LLC | 559 | $4.06K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 558 | $4.05K | 0.00% | +558 | New |
| ORG Wealth Partners, LLC | 525 | $3.81K | 0.00% | +45+9.4% | Added |
| MTM Investment Management, LLC | 501 | $3.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $3.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 446 | $3.24K | 0.00% | −118−20.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 435 | $3.16K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 411 | $2.99K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 398 | $2.89K | 0.00% | +398 | New |
| St. Johns Investment Management Company, LLC | 354 | $2.57K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 337 | $2.45K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 268 | $1.95K | 0.00% | +158+143.6% | Added |
| Creative Financial Designs Inc | 261 | $1.90K | 0.00% | +216+480.0% | Added |
| Bruce G. Allen Investments, LLC | 259 | $1.88K | 0.00% | −32−11.0% | Reduced |
| Root Financial Partners, LLC | 234 | $1.70K | 0.00% | +19+8.8% | Added |
| Whipplewood Advisors, LLC | 221 | $1.60K | 0.00% | +221 | New |
| Anchor Investment Management, LLC | 184 | $1.34K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 173 | $1.27K | 0.00% | −317−64.7% | Reduced |
| SHP Wealth Management | 154 | $1.12K | 0.00% | +76+97.4% | Added |
| JPL Wealth Management, LLC | 151 | $1.10K | 0.00% | +151 | New |
| SRS Capital Advisors, Inc. | 149 | $1.08K | 0.00% | −584−79.7% | Reduced |
| UMA Financial Services, Inc. | 126 | $915 | 0.00% | −94−42.7% | Reduced |
| Burk Holdings LLC | 109 | $791 | 0.00% | +109 | New |
| GHP Investment Advisors, Inc. | 106 | $770 | 0.00% | +106 | New |
| Zions Bancorporation, National Association | 105 | $762 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 103 | $748 | 0.00% | +40+63.5% | Added |
| Highline Wealth Partners LLC | 102 | $741 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 94 | $682 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 86 | $624 | 0.00% | −4−4.4% | Reduced |
| MidFirst Bank | 84 | $610 | 0.00% | +84 | New |
| AdvisorNet Financial, Inc | 72 | $523 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 62 | $446 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $356 | 0.00% | +40+444.4% | Added |
| Pacific Center for Financial Services | 36 | $262 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $247 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $232 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $196 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $166 | 0.00% | −20−46.5% | Reduced |
| CoreCap Advisors, LLC | 18 | $131 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $102 | 0.00% | +14 | New |
| New England Capital Financial Advisors LLC | 11 | $80 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $73 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,527,483−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,362,895−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −762,261−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −268,800−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −166,041−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −140,686−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −115,710−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −111,128−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −54,647−100.0% | Sold out |