Aegon Ltd.-NY Reg SHRAEG
13F holders, Q4 2024 (December 31)253holders +16
21new positions
14sold out
4famous investors
$5.89avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 16 from Q3 2024. 21 opened new positions and 14 sold out. The largest holders were Dodge & Cox ($693.6M), Arrowstreet Capital, Limited Partnership ($37.4M) and Morgan Stanley ($35.7M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.6M |
| Exits | 14 | $9.3M |
All 13F filers, Q3 2024 → Q4 2024: 8,438,941 shares bought and 4,512,068 shares sold, net +3,926,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Dodge & Cox | 0.40% | Reduce -0.0% | 117,764,090 | $693.6M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -0.4% | 6,341,765 | $37.4M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 6,067,170 | $35.7M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 5,428,155 | $32.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.8% | 5,413,607 | $31.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.3% | 5,311,987 | $31.3M |
| Wellington Management Group LLP | 0.00% | Reduce -5.9% | 4,218,511 | $24.8M |
| Raymond James Financial Inc. | 0.01% | — | 2,614,044 | $15.4M |
| Voloridge Investment Management, LLC | 0.04% | Add +27.6% | 1,895,842 | $11.2M |
| Grace & White Inc. | 1.67% | No change | 1,493,962 | $8.8M |
| Northern Trust Corp. | 0.00% | Add +91.7% | 1,419,940 | $8.4M |
| Marshall Wace, LLP | 0.01% | Add +37.8% | 1,410,756 | $8.3M |
| BNP Paribas Financial Markets | 0.01% | Add +517.6% | 1,220,786 | $7.2M |
| Summit Global Investments | 0.38% | Add +0.0% | 1,040,668 | $6.1M |
| Old Mission Capital LLC | 0.14% | Add +450.5% | 1,028,750 | $6.1M |
| American Century Companies Inc. | 0.00% | Add +5.5% | 912,556 | $5.4M |
| Citadel Advisors | 0.00% | Add +83.2% | 854,507 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 803,580 | $4.7M |
| UBS Group AG | 0.00% | Add +775.8% | 803,071 | $4.7M |
| Optiver Holding B.V. | 0.15% | Reduce -25.1% | 766,456 | $4.5M |
| Abc Arbitrage SA | 0.49% | — | 576,292 | $3.4M |
| Millennium Management | 0.00% | Reduce -35.2% | 525,709 | $3.1M |
| Sei Investments Co. | 0.00% | Add +0.6% | 486,141 | $2.9M |
| Point72 Asset Management | 0.01% | Add +1578.7% | 378,200 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -1.1% | 372,605 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 366,490 | $2.2M |
| FMR LLC | 0.00% | Add +50.0% | 362,073 | $2.1M |
| Creative Planning | 0.00% | Add +4.1% | 349,134 | $2.1M |
| Ethic Inc. | 0.04% | Reduce -3.5% | 336,455 | $2.0M |
| Cibc World Market Inc. | 0.00% | Reduce -43.3% | 318,068 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +53.8% | 316,488 | $1.9M |
| Dorsey Wright & Associates | 0.44% | Reduce -23.9% | 312,684 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -64.8% | 302,612 | $1.8M |
| Employees Retirement System of Texas | 0.02% | Reduce -10.3% | 289,691 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | New | 283,207 | $1.7M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.00% | — | 277,586 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.7% | 251,743 | $1.5M |
| Vident Advisory, LLC | 0.02% | Reduce -5.7% | 239,603 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 231,349 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 217,939 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 212,026 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +51.0% | 202,259 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -1.1% | 192,352 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 180,639 | $1.1M |
| Vanguard Group Inc. | 0.00% | Reduce -9.3% | 155,948 | $919K |
| Greenleaf Trust | 0.01% | No change | 154,518 | $910K |
| Mariner, LLC | 0.00% | Reduce -6.2% | 149,178 | $879K |
| First Hawaiian Bank | 0.03% | No change | 148,200 | $873K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.2% | 145,663 | $858K |
| Cerity Partners LLC | 0.00% | Reduce -7.0% | 138,595 | $838K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.6% | 134,316 | $791K |
| Signaturefd, LLC | 0.01% | Reduce -2.8% | 129,113 | $760K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 127,001 | $748K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.7% | 126,041 | $742K |
| Acadian Asset Management LLC | 0.00% | New | 118,607 | $698K |
| XTX Topco Ltd | 0.05% | Add +18.6% | 110,423 | $650K |
| Diversify Wealth Management, LLC | 0.05% | Add +19.8% | 109,220 | $649K |
| Two Sigma Investments, LP | 0.00% | New | 109,514 | $645K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.4% | 109,368 | $644K |
| National Bank of Canada | 0.00% | Reduce -22.8% | 107,065 | $631K |
| Choreo, LLC | 0.01% | Reduce -1.6% | 103,388 | $606K |
| Wealthstar Advisors, LLC | 0.26% | — | 102,086 | $601K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.0% | 101,065 | $595K |
| Rhumbline Advisers | 0.00% | Reduce -10.8% | 90,689 | $534K |
| Townsquare Capital LLC | 0.01% | Add +0.5% | 89,321 | $526K |
| QRG Capital Management, Inc. | 0.01% | Add +6.2% | 88,413 | $521K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.4% | 88,159 | $519K |
| First Trust Advisors LP | 0.00% | New | 87,979 | $518K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.7% | 84,250 | $496K |
| OLIO Financial Planning | 0.17% | New | 84,149 | $496K |
| Quantinno Capital Management LP | 0.00% | Reduce -45.2% | 82,238 | $484K |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 80,684 | $475K |
| Squarepoint Ops LLC | 0.00% | Add +561.3% | 80,179 | $472K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.0% | 76,168 | $449K |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 75,525 | $445K |
| SG Americas Securities, LLC | 0.00% | Reduce -3.3% | 74,288 | $438K |
| LPL Financial LLC | 0.00% | Add +4.4% | 72,000 | $424K |
| JPMorgan Chase & Co. | 0.00% | Add +74.1% | 71,189 | $419K |
| AdvisorShares Investments LLC | 0.08% | Reduce -12.8% | 70,715 | $417K |
| Focus Partners Wealth | 0.00% | Add +344.6% | 69,850 | $411K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.5% | 68,009 | $401K |
| Fulton Bank, N.A. | 0.02% | No change | 67,451 | $397K |
| Quantbot Technologies LP | 0.01% | Reduce -43.0% | 65,298 | $385K |
| AQR Capital Management | 0.00% | Add +1.2% | 64,978 | $383K |
| Highland Capital Management, LLC | 0.02% | Reduce -2.8% | 64,027 | $377K |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 58,575 | $345K |
| Ballentine Partners, LLC | 0.01% | Reduce -7.0% | 57,909 | $341K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $336K |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 56,930 | $335K |
| Ellevest, Inc. | 0.02% | Reduce -11.3% | 56,505 | $333K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.7% | 49,806 | $293K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.5% | 49,328 | $291K |
| Atria Investments, Inc | 0.00% | Reduce -33.9% | 46,195 | $272K |
| Clearstead Advisors, LLC | 0.00% | No change | 45,710 | $269K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.8% | 44,976 | $265K |
| Bank of Montreal | 0.00% | Reduce -9.4% | 44,504 | $262K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.5% | 43,821 | $258K |
| Barclays PLC | 0.00% | New | 40,000 | $236K |
| Caprock Group, LLC | 0.01% | Reduce -4.4% | 39,468 | $232K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 39,236 | $231K |
"% 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.