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, Q2 2026
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 310
- +22 vs. Q1 2026
- Shares held
- 122.3M
- −7.07M (−5.5%) vs. Q1 2026
- Total value
- $1.03B
- +$93.3M (+9.9%) vs. Q1 2026
- New holders
- 49
- 118 more added
- Sold out
- 27
- 59 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 40,482 | $341.7K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 41,426 | $349.6K | 0.00% | +249+0.6% | Added |
| Kestra Private Wealth Services, LLC | 45,223 | $381.7K | 0.00% | −5,963−11.6% | Reduced |
| Cambiar Investors LLC | 45,615 | $385.0K | 0.02% | −17,985−28.3% | Reduced |
| TCG Advisory Services, LLC | 45,886 | $387.3K | 0.01% | +10,812+30.8% | Added |
| Brevan Howard Capital Management LP | 46,665 | $393.9K | 0.01% | +46,665 | New |
| Schonfeld Strategic Advisors LLC | 50,542 | $426.6K | 0.00% | −247,342−83.0% | Reduced |
| QRG Capital Management, Inc. | 51,507 | $434.7K | 0.00% | +9,763+23.4% | Added |
| Jain Global LLC | 53,242 | $449.4K | 0.01% | +53,242 | New |
| Ballentine Partners, LLC | 54,067 | $456.3K | 0.01% | +249+0.5% | Added |
| Highland Capital Management, LLC | 54,227 | $457.7K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 53,062 | $460.7K | 0.01% | +956+1.8% | Added |
| Versant Capital Management, Inc | 54,621 | $461.0K | 0.04% | −2,013−3.6% | Reduced |
| Fox Run Management, L.L.C. | 54,821 | $462.7K | 0.08% | +54,821 | New |
| Lester Murray Antman dba SimplyRich | 56,361 | $475.0K | 0.11% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 56,301 | $475.2K | 0.02% | +8,869+18.7% | Added |
| Miller Investment Management, LP | 57,015 | $481.2K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57,646 | $486.5K | 0.00% | +11,936+26.1% | Added |
| Sivia Capital Partners, LLC | 58,572 | $494.3K | 0.06% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 59,398 | $501.3K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 59,500 | $502.2K | 0.58% | +59,500 | New |
| Engineers Gate Manager LP | 62,357 | $526.3K | 0.01% | +62,357 | New |
| Quantbot Technologies LP | 65,696 | $554.5K | 0.02% | +65,696 | New |
| Ritholtz Wealth Management | 67,988 | $573.8K | 0.01% | +11,427+20.2% | Added |
| Janney Montgomery Scott LLC | 70,572 | $596.0K | 0.00% | +70,572 | New |
| OLIO Financial Planning | 71,009 | $599.3K | 0.15% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 71,016 | $600.0K | 0.00% | −2,076−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 72,711 | $613.7K | 0.00% | −48,997−40.3% | Reduced |
| SG Americas Securities, LLC | 75,257 | $635.0K | 0.00% | +5,661+8.1% | Added |
| Rhumbline Advisers | 76,140 | $642.6K | 0.00% | −3,556−4.5% | Reduced |
| Russell Investments Group, Ltd. | 77,188 | $651.5K | 0.00% | +10,855+16.4% | Added |
| CAPROCK Group, Inc. | 75,890 | $658.6K | 0.01% | +10,240+15.6% | Added |
| Wealthstar Advisors, LLC | 79,424 | $670.3K | 0.33% | −54,090−40.5% | Reduced |
| Syon Capital LLC | 80,157 | $676.5K | 0.03% | +18,884+30.8% | Added |
| CI Private Wealth, LLC | 80,289 | $679.7K | 0.00% | +16,635+26.1% | Added |
| Royal Bank of Canada | 81,496 | $688.0K | 0.00% | +7,617+10.3% | Added |
| Envestnet Asset Management Inc | 82,600 | $697.1K | 0.00% | +199+0.2% | Added |
| Abacus Wealth Partners, LLC | 86,070 | $726.4K | 0.08% | −24,184−21.9% | Reduced |
| Evergreen Capital Management LLC | 85,249 | $740.1K | 0.01% | +10,074+13.4% | Added |
| Natixis Advisors, L.P. | 87,920 | $742.0K | 0.00% | +320.0% | Added |
| Aaron Wealth Advisors | 93,003 | $784.9K | 0.04% | +4,255+4.8% | Added |
| LPL Financial LLC | 93,647 | $790.4K | 0.00% | +419+0.4% | Added |
| Callan Family Office, LLC | 99,494 | $839.7K | 0.02% | +1,177+1.2% | Added |
| Hantz Financial Services, Inc. | 113,593 | $959.0K | 0.01% | +43,926+63.1% | Added |
| Ameriprise Financial Inc | 116,651 | $992.5K | 0.00% | +1,660+1.4% | Added |
| Bank of New York Mellon Corp | 119,306 | $1.01M | 0.00% | +1,424+1.2% | Added |
| Signaturefd, LLC | 120,148 | $1.01M | 0.01% | +1,064+0.9% | Added |
| Entropy Technologies, LP | 127,979 | $1.08M | 0.04% | −14,022−9.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 133,541 | $1.13M | 0.00% | +125,741+1,612.1% | Added |
| JustInvest LLC | 137,411 | $1.16M | 0.01% | +11,825+9.4% | Added |
| Kestra Advisory Services, LLC | 141,781 | $1.20M | 0.00% | +50,838+55.9% | Added |
| Greenleaf Trust | 152,857 | $1.29M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 159,920 | $1.35M | 0.00% | −3,894−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 163,405 | $1.38M | 0.02% | −97−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 165,108 | $1.39M | 0.00% | +95,293+136.5% | Added |
| Ieq Capital, LLC | 166,132 | $1.40M | 0.01% | +32,749+24.6% | Added |
| Wells Fargo & Company | 168,564 | $1.42M | 0.00% | +5,164+3.2% | Added |
| Graham Capital Management, L.P. | 171,813 | $1.45M | 0.04% | +136,144+381.7% | Added |
| Bridgewater Associates, LP | 176,399 | $1.49M | 0.01% | +113,412+180.1% | Added |
| HighTower Advisors, LLC | 178,053 | $1.50M | 0.00% | −23,580−11.7% | Reduced |
| Nuveen, LLC | 179,772 | $1.52M | 0.00% | +179,772 | New |
| Laird Norton Trust Company, LLC | 178,115 | $1.55M | 0.03% | +455+0.3% | Added |
| Colony Group, LLC | 190,472 | $1.61M | 0.00% | +37,203+24.3% | Added |
| Citadel Advisors LLC | 193,088 | $1.63M | 0.00% | +193,088 | New |
| SEI Investments Co | 195,505 | $1.65M | 0.00% | −217,467−52.7% | Reduced |
| Mercer Global Advisors Inc | 203,013 | $1.71M | 0.00% | +131,226+182.8% | Added |
| Quadrant Capital Group LLC | 204,277 | $1.72M | 0.05% | +700.0% | Added |
| Vanguard Fiduciary Trust Co | 209,487 | $1.77M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 209,646 | $1.77M | 0.00% | +9,267+4.6% | Added |
| The PNC Financial Services Group, Inc. | 225,137 | $1.90M | 0.00% | +4,278+1.9% | Added |
| Mainstay Capital Management LLC | 240,295 | $2.03M | 0.15% | +2,750+1.2% | Added |
| Ethic Inc. | 250,678 | $2.12M | 0.03% | −8,702−3.4% | Reduced |
| Transmarket Holdings LP | 269,933 | $2.28M | 1.67% | −395,680−59.4% | Reduced |
| Vident Advisory, LLC | 276,535 | $2.33M | 0.02% | −28,023−9.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 320,315 | $2.70M | 0.08% | −3,006−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 338,445 | $2.86M | 0.07% | −546,875−61.8% | Reduced |
| Charles Schwab Investment Management Inc | 341,835 | $2.89M | 0.00% | +40,568+13.5% | Added |
| CIBC World Markets Inc. | 367,806 | $3.10M | 0.01% | +21,448+6.2% | Added |
| Optiver Holding B.V. | 389,897 | $3.29M | 0.05% | +75,332+23.9% | Added |
| FMR LLC | 392,369 | $3.31M | 0.00% | +7,265+1.9% | Added |
| Old Mission Capital LLC | 407,100 | $3.44M | 0.09% | −206,220−33.6% | Reduced |
| US Bancorp | 438,010 | $3.70M | 0.00% | −736−0.2% | Reduced |
| HRT Financial LP | 455,527 | $3.84M | 0.01% | +455,527 | New |
| O'Shaughnessy Asset Management, LLC | 481,842 | $4.07M | 0.02% | −54,353−10.1% | Reduced |
| Two Sigma Investments, LP | 597,288 | $5.04M | 0.00% | +64,700+12.1% | Added |
| Oppenheimer & Co Inc | 605,608 | $5.11M | 0.05% | +45,993+8.2% | Added |
| Creative Planning | 685,666 | $5.79M | 0.00% | +159,718+30.4% | Added |
| Bank of America Corp | 760,916 | $6.42M | 0.00% | +398,508+110.0% | Added |
| Marshall Wace, LLP | 815,153 | $6.88M | 0.01% | +815,153 | New |
| Capital Fund Management S.A. | 853,589 | $7.20M | 0.05% | +653,688+327.0% | Added |
| Private Wealth Asset Management, LLC | 900,000 | $7.60M | 0.73% | 00.0% | Unchanged |
| Grace & White Inc | 964,276 | $8.14M | 1.29% | −143,021−12.9% | Reduced |
| Voloridge Investment Management, LLC | 966,559 | $8.16M | 0.03% | −260,399−21.2% | Reduced |
| Acadian Asset Management LLC | 992,340 | $8.37M | 0.01% | +992,340 | New |
| AQR Capital Management LLC | 1,183,752 | $9.99M | 0.00% | +395,043+50.1% | Added |
| Northern Trust Corp | 1,453,467 | $12.3M | 0.00% | −50,723−3.4% | Reduced |
| American Century Companies Inc | 1,483,401 | $12.5M | 0.01% | +88,731+6.4% | Added |
| Abc Arbitrage SA | 1,563,550 | $13.2M | 1.42% | −543,535−25.8% | Reduced |
| Jane Street Group, LLC | 2,301,343 | $19.4M | 0.01% | −1,002,045−30.3% | Reduced |
| UBS Group AG | 2,409,801 | $20.3M | 0.00% | −332,065−12.1% | Reduced |