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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

Q2 2026 vs. Q1 2026

How the institutions holding Aegon Ltd. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AEG: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2913310+22
Shares129.5M124.1K122.3M−7.07M (−5.5%)
Value$940.2M$901.1K$1.03B+$93.3M (+9.9%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Aegon Ltd. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to AEG in Q2 2026
InstitutionSharesValue% of portfolio
Acadian Asset Management LLC992,340$8.37M0.01%
Marshall Wace, LLP815,153$6.88M0.01%
HRT Financial LP455,527$3.84M0.01%
Citadel Advisors LLC193,088$1.63M0.00%
Nuveen, LLC179,772$1.52M0.00%
Janney Montgomery Scott LLC70,572$596.0K0.00%
Quantbot Technologies LP65,696$554.5K0.02%
Engineers Gate Manager LP62,357$526.3K0.01%
XY Capital Ltd59,500$502.2K0.58%
Fox Run Management, L.L.C.54,821$462.7K0.08%
Jain Global LLC53,242$449.4K0.01%
Brevan Howard Capital Management LP46,665$393.9K0.01%
Diversify Advisory Services, LLC27,006$247.4K0.00%
Blueshift Asset Management, LLC25,942$218.9K0.05%
55 North Private Wealth, LLC20,980$177.1K0.03%
Bayesian Capital Management, LP20,800$175.6K0.11%
Independent Advisor Alliance20,524$173.2K0.00%
Connor, Clark & Lunn Investment Management Ltd.16,902$142.7K0.00%
Accel Wealth Management15,684$132.4K0.03%
Stonebrook Private Inc.15,587$131.6K0.02%
Tudor Investment Corp Et Al12,812$108.1K0.00%
Sepio Capital, LP12,416$104.8K0.01%
Glenview Trust Co12,029$101.5K0.00%
Flputnam Investment Management Co10,829$91.4K0.00%
Mayflower Financial Advisors, LLC10,571$89.2K0.01%
Angeles Wealth Management, LLC10,048$87.1K0.00%
Cornerstone Wealth Group, LLC10,260$86.6K0.01%
Carret Asset Management, LLC10,000$84.4K0.01%
Eastern Bank6,517$55.0K0.00%
Global Retirement Partners, LLC3,625$30.6K0.00%
Allied Private Wealth LLC2,532$22.1K0.01%
ZRC Wealth Management, LLC1,025$8.65K0.00%
Itau Unibanco Holding S.A.870$7.34K0.00%
RMG Wealth Management LLC662$6.22K0.00%
Compass Financial Management LLC400$3.75K0.00%
Institute for Wealth Management, LLC.332$2.80K0.00%
Asset Planning,Inc218$1.84K0.00%
Synergy Investment Management, LLC202$1.70K0.00%
Silver Grove Financial Group, Inc.188$1.59K0.00%
Action Point Financial Planning, LLC122$1.03K0.00%
Group One Trading, L.P.100$8440.00%
LRI Investments, LLC83$7010.00%
Plante Moran Financial Advisors, LLC82$6920.00%
IFG Advisory, LLC76$6410.00%
North Star Investment Management Corp.59$4980.00%
BOK Financial Private Wealth, Inc.18$1570.00%
Monetary Solutions, Ltd16$1350.00%
Highland Investment Advisors LLC13$1100.00%
Financial Gravity Companies, Inc.2$170.00%

Sold out (27)

Institutions that held Aegon Ltd. at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (3)

Institutions that held Aegon Ltd. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEG in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Skopos Labs, Inc.112,460$816.5K
CWM, LLC11,651$84.6K
Sofos Investments, Inc.2$15