Aegon Ltd.-NY Reg SHRAEG
13F holders, Q1 2024 (March 31)219holders
4famous investors
$6.05avg. 13F price*
At the end of Q1 2024, 219 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings. The largest holders were Dodge & Cox ($757.9M), Morgan Stanley ($39.2M) and BlackRock Inc. ($31.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Aegon Ltd.-NY Reg SHR
- CUSIP
- 0076CA104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $21.9M |
| Exits | 22 | $27.8M |
Ownership 219 holders
| Dodge & Cox | 0.44% | Add +0.2% | 125,270,017 | $757.9M |
| Morgan Stanley | 0.00% | Add +3.6% | 6,478,501 | $39.2M |
| BlackRock Inc. | 0.00% | Add +1.4% | 5,162,787 | $31.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.9% | 4,799,201 | $29.0M |
| Wellington Management Group LLP | 0.00% | Reduce -65.9% | 4,596,663 | $27.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.4% | 4,526,422 | $27.4M |
| Optiver Holding B.V. | 1.00% | Add +69.6% | 3,970,552 | $24.0M |
| Raymond James & Associates | 0.01% | New | 2,724,292 | $16.5M |
| GTS Securities LLC | 0.28% | Add +1071.3% | 1,737,406 | $10.5M |
| Grace & White Inc. | 1.78% | Reduce -1.9% | 1,615,329 | $9.8M |
| Summit Global Investments | 0.47% | Add +0.4% | 1,039,545 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +5.7% | 773,711 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +0.9% | 767,154 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 598,821 | $3.6M |
| Cibc World Market Inc. | 0.01% | Reduce -1.9% | 511,792 | $3.1M |
| Sei Investments Co. | 0.00% | No change | 500,330 | $3.0M |
| Old Mission Capital LLC | 0.07% | Add +32.0% | 453,166 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 377,834 | $2.3M |
| Ethic Inc. | 0.05% | Add +15.7% | 348,596 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 340,355 | $2.1M |
| Creative Planning | 0.00% | Add +18.9% | 305,858 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 298,598 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -52.7% | 291,465 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | New | 264,532 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -30.8% | 213,398 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +265.0% | 204,922 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -4.1% | 198,866 | $1.2M |
| Vanguard Group Inc. | 0.00% | No change | 171,398 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -67.0% | 170,995 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -36.6% | 166,586 | $1.0M |
| Vident Advisory, LLC | 0.02% | Add +11.8% | 156,153 | $945K |
| Voloridge Investment Management, LLC | 0.00% | Add +94.9% | 154,711 | $936K |
| Greenleaf Trust | 0.01% | Add +0.1% | 154,308 | $934K |
| First Hawaiian Bank | 0.03% | New | 153,500 | $929K |
| Mariner, LLC | 0.00% | Add +0.6% | 146,494 | $886K |
| FMR LLC | 0.00% | Add +8.3% | 141,788 | $858K |
| National Bank of Canada | 0.00% | Add +2.0% | 129,174 | $853K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +29.4% | 137,998 | $835K |
| Cerity Partners LLC | 0.00% | Add +47.8% | 129,163 | $781K |
| Signaturefd, LLC | 0.02% | Add +3.0% | 126,703 | $767K |
| Graham Capital Management, L.P. | 0.04% | Add +47.3% | 124,587 | $754K |
| Jane Street Group, LLC | 0.00% | Add +449.0% | 123,987 | $750K |
| Millennium Management | 0.00% | Reduce -57.1% | 123,029 | $744K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 120,891 | $732K |
| Pathstone Holdings, LLC | 0.00% | Add +365.3% | 118,575 | $717K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 110,383 | $668K |
| Natixis Advisors, LLC | 0.00% | Reduce -57.4% | 100,876 | $610K |
| Wealthstar Advisors, LLC | 0.20% | Add +4.3% | 96,697 | $585K |
| Rhumbline Advisers | 0.00% | Add +4.0% | 94,295 | $570K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.1% | 91,884 | $556K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +2.0% | 91,827 | $556K |
| First Trust Direct Indexing L.P. | 0.04% | Add +0.0% | 91,419 | $553K |
| Royal Bank of Canada | 0.00% | Reduce -60.1% | 88,925 | $539K |
| Renaissance Technologies | 0.00% | Reduce -14.7% | 84,215 | $511K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.2% | 81,446 | $493K |
| LPL Financial LLC | 0.00% | Reduce -53.7% | 80,311 | $486K |
| SG Americas Securities, LLC | 0.00% | Add +0.1% | 76,632 | $464K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 76,413 | $462K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.7% | 69,460 | $420K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.1% | 67,576 | $409K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 66,157 | $400K |
| Quantbot Technologies LP | 0.02% | New | 62,867 | $380K |
| Corient Private Wealth LP | 0.00% | Reduce -43.9% | 61,243 | $371K |
| Ellevest, Inc. | 0.02% | Add +14.4% | 58,571 | $354K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $345K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -77.1% | 56,843 | $344K |
| Susquehanna International Group, LLP | 0.00% | Add +450.4% | 55,335 | $335K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +434.2% | 54,773 | $331K |
| Ballentine Partners, LLC | 0.01% | Add +19.7% | 54,215 | $328K |
| HRT Financial LP | 0.00% | New | 54,108 | $327K |
| Ritholtz Wealth Management | 0.01% | No change | 51,797 | $313K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -3.5% | 50,172 | $304K |
| Comerica Bank | 0.00% | Reduce -7.2% | 48,752 | $295K |
| Bank of Montreal | 0.00% | Reduce -33.2% | 46,193 | $280K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 45,710 | $277K |
| Focus Partners Wealth | 0.00% | New | 43,933 | $274K |
| Quadrant Capital Group LLC | 0.02% | Add +4.3% | 45,093 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 44,588 | $270K |
| Truist Financial Corp. | 0.00% | Reduce -39.2% | 43,872 | $265K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.8% | 41,011 | $248K |
| Central Pacific Bank - Trust Division | 0.03% | — | 40,500 | $243K |
| Franklin Resources Inc. | 0.00% | Reduce -9.4% | 36,812 | $223K |
| Ar Asset Management Inc. | 0.05% | No change | 36,691 | $222K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -1.5% | 34,385 | $208K |
| Fox Run Management, L.L.C. | 0.04% | New | 34,257 | $207K |
| Cresset Asset Management, LLC | 0.00% | Reduce -16.9% | 32,833 | $199K |
| Yousif Capital Management, LLC | 0.00% | No change | 32,375 | $196K |
| Fulton Bank, N.A. | 0.01% | New | 32,079 | $194K |
| UBS Group AG | 0.00% | Add +77.8% | 30,930 | $187K |
| Strategic Financial Concepts, LLC | 0.05% | Add +1.8% | 30,917 | $187K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.4% | 30,428 | $184K |
| RBF Capital, LLC | 0.01% | No change | 30,000 | $182K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.7% | 29,515 | $179K |
| Grey Street Capital, LLC | 0.02% | New | 26,671 | $161K |
| Trek Financial, LLC | 0.01% | Reduce -4.5% | 26,162 | $158K |
| Axq Capital, LP | 0.04% | New | 26,100 | $158K |
| Lake Street Advisors Group, LLC | 0.01% | Add +2.2% | 25,164 | $152K |
| Glenmede Trust Co. NA | 0.00% | Add +10.1% | 24,799 | $150K |
| Calydon Capital | 0.03% | No change | 22,469 | $149K |
| Freedom Investment Management, Inc. | 0.01% | Add +1.3% | 24,150 | $146K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 24,025 | $145K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 23,796 | $144K |
| Sage Rhino Capital LLC | 0.03% | Add +2.0% | 22,894 | $139K |
| Engineers Gate Manager LP | 0.00% | Reduce -44.2% | 22,872 | $138K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.1% | 21,781 | $132K |
| XTX Topco Ltd | 0.02% | Reduce -69.4% | 21,096 | $128K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 20,284 | $123K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 20,098 | $122K |
| Syon Capital LLC | 0.01% | Add +7.1% | 19,906 | $120K |
| Deutsche Bank AG | 0.00% | No change | 19,691 | $119K |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 19,232 | $116K |
| Townsquare Capital LLC | 0.00% | Add +7.7% | 19,228 | $116K |
| Parallel Advisors, LLC | 0.00% | Add +6.6% | 18,766 | $114K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.0% | 18,372 | $111K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.0% | 18,372 | $111K |
| Cetera Investment Advisers | 0.00% | New | 17,930 | $108K |
| Franklin Street Advisors Inc. | 0.01% | No change | 17,551 | $106K |
| Guggenheim Capital LLC | 0.00% | Add +44.5% | 17,282 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +75.0% | 17,066 | $103K |
| Clarius Group, LLC | 0.01% | Reduce -12.1% | 17,047 | $103K |
| Emergent Wealth Advisors, LLC | 0.09% | Reduce -60.7% | 16,500 | $100K |
| Schechter Investment Advisors, LLC | 0.01% | Reduce -81.9% | 16,228 | $98K |
| Forum Financial Management, LP | 0.00% | No change | 16,019 | $97K |
| Glenview Trust Co | 0.00% | No change | 15,828 | $96K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.6% | 15,301 | $93K |
| Boit C F David | 0.05% | No change | 14,695 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +22.2% | 15,044 | $91K |
| Adero Partners, LLC | 0.01% | Reduce -1.8% | 14,875 | $90K |
| AQR Capital Management | 0.00% | New | 14,647 | $89K |
| Lindbrook Capital, LLC | 0.01% | No change | 14,637 | $89K |
| Quantinno Capital Management LP | 0.00% | New | 14,354 | $87K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $82K |
| FourThought Financial Partners, LLC | 0.01% | No change | 13,458 | $81K |
| State Street Corp. | 0.00% | Reduce -2.3% | 13,085 | $79K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -32.1% | 13,130 | $79K |
| M&T Bank Corp | 0.00% | Add +25.3% | 13,048 | $79K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 12,143 | $73K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 12,058 | $73K |
| Captrust Financial Advisors | 0.00% | Reduce -53.0% | 11,777 | $71K |
| Two Sigma Securities, LLC | 0.00% | New | 11,622 | $70K |
| PDS Planning, Inc | 0.01% | Add +4.4% | 11,423 | $69K |
| Squarepoint Ops LLC | 0.00% | New | 11,345 | $69K |
| Optas, LLC | 0.02% | Reduce -1.5% | 11,119 | $67K |
| Raymond James Trust N.A. | 0.00% | No change | 11,049 | $67K |
| Certuity, LLC | 0.01% | Add +0.5% | 10,790 | $65K |
| Choreo, LLC | 0.00% | New | 10,686 | $65K |
| Perigon Wealth Management, LLC | 0.00% | New | 10,524 | $64K |
| Canopy Partners, LLC | 0.03% | New | 10,434 | $63K |
| SVB Wealth LLC | 0.00% | New | 10,286 | $62K |
| Ieq Capital, LLC | 0.00% | New | 10,137 | $61K |
| Five Oceans Advisors | 0.03% | Reduce -0.1% | 10,137 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | New | 8,297 | $50K |
| Bokf, NA | 0.00% | Reduce -21.1% | 8,093 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.8% | 7,844 | $47K |
| Allworth Financial LP | 0.00% | Reduce -6.6% | 7,660 | $46K |
| CKW Financial Group | 0.00% | No change | 5,900 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,230 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,164 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $30K |
| Simplex Trading, LLC | 0.00% | New | 4,633 | $28K |
| Bell Investment Advisors, Inc | 0.01% | No change | 4,301 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +240.3% | 4,114 | $25K |
| Citigroup Inc. | 0.00% | Reduce -6.0% | 4,193 | $25K |
| Blue Trust, Inc. | 0.00% | New | 3,982 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.3% | 3,707 | $22K |
| Russell Investments Group, Ltd. | 0.00% | New | 3,244 | $20K |
| Cwm, LLC | 0.00% | Add +44.2% | 3,119 | $19K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,982 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 2,900 | $18K |
| GAMMA Investing LLC | 0.00% | Add +140.5% | 2,838 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 2,729 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +16.4% | 2,660 | $16K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,380 | $14K |
| Avior Wealth Management, LLC | 0.00% | New | 2,311 | $14K |
| Tyler-Stone Wealth Management | 0.01% | No change | 1,994 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 1,907 | $12K |
| Rothschild Investment LLC | 0.00% | Add +386.1% | 1,750 | $11K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,707 | $10K |
| Fifth Third Bancorp | 0.00% | No change | 1,699 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 1,499 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.2% | 1,270 | $8K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 1,330 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 1,144 | $7K |
| Private Ocean, LLC | 0.00% | No change | 964 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 671 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 628 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 625 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 578 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 566 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 518 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 418 | $3K |
| Caldwell Trust Co | 0.00% | New | 469 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 378 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 369 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 332 | $2K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +74.5% | 321 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 317 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 290 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 201 | $1K |
| Montag A & Associates Inc. | 0.00% | Reduce -81.2% | 190 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $1K |
| Arax Advisory Partners | 0.00% | No change | 144 | $872 |
| Whittier Trust Co. | 0.00% | No change | 117 | $707 |
| PSI Advisors, LLC | 0.00% | No change | 100 | $605 |
| Huntington National Bank | 0.00% | New | 100 | $605 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 93 | $562 |
| Larson Financial Group LLC | 0.00% | No change | 84 | $508 |
| Group One Trading LLC | 0.00% | Reduce -93.4% | 81 | $490 |
| Cornerstone Planning Group LLC | 0.00% | New | 70 | $444 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $436 |
| Assetmark, Inc. | 0.00% | New | 62 | $375 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $218 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $67 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $12 |
"% of holder's portfolio" is AEG's weight in each manager's 13F, not the share of Aegon Ltd.-NY Reg SHR the manager owns.