Aegon Ltd.-NY Reg SHRAEG
13F holders, Q1 2025 (March 31)255holders +2
26new positions
22sold out
5famous investors
$6.59avg. 13F price*
At the end of Q1 2025, 255 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 2 from Q4 2024. 26 opened new positions and 22 sold out. The largest holders were Dodge & Cox ($774.6M), Arrowstreet Capital, Limited Partnership ($67.7M) and Morgan Stanley ($51.5M). 5 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.9M |
| Exits | 22 | $22.8M |
All 13F filers, Q4 2024 → Q1 2025: 15,776,337 shares bought and 6,727,835 shares sold, net +9,048,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Dodge & Cox | 0.44% | Reduce -0.2% | 117,541,105 | $774.6M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +62.0% | 10,273,831 | $67.7M |
| Morgan Stanley | 0.00% | Add +28.9% | 7,819,466 | $51.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 5,395,789 | $35.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.9% | 5,363,972 | $35.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 4,996,931 | $32.9M |
| Voloridge Investment Management, LLC | 0.12% | Add +162.4% | 4,975,212 | $32.8M |
| Wellington Management Group LLP | 0.01% | Add +13.8% | 4,801,133 | $31.6M |
| Bank of America Corp. | 0.00% | Add +866.8% | 2,925,746 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 2,634,059 | $17.4M |
| BNP Paribas Financial Markets | 0.01% | Add +24.4% | 1,519,269 | $10.0M |
| Grace & White Inc. | 1.91% | No change | 1,493,962 | $9.8M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 1,452,121 | $9.6M |
| Summit Global Investments | 0.50% | No change | 1,040,668 | $6.9M |
| Private Wealth Asset Management, LLC | 0.95% | — | 1,000,118 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +4.0% | 949,193 | $6.3M |
| UBS Group AG | 0.00% | Add +17.6% | 944,243 | $6.2M |
| Two Sigma Advisers, LP | 0.01% | Add +166.4% | 754,595 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.06% | Reduce -13.5% | 695,108 | $4.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | New | 548,500 | $3.6M |
| Todd Asset Management LLC | 0.09% | New | 548,500 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -41.0% | 504,086 | $3.3M |
| Sei Investments Co. | 0.00% | Add +0.4% | 487,913 | $3.2M |
| Point72 Asset Management | 0.01% | Add +1.8% | 384,800 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 365,218 | $2.4M |
| FMR LLC | 0.00% | Reduce -1.1% | 358,050 | $2.4M |
| Creative Planning | 0.00% | Reduce -0.9% | 346,073 | $2.3M |
| Cibc World Market Inc. | 0.00% | Add +1.4% | 322,451 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +272.2% | 306,069 | $2.0M |
| Ethic Inc. | 0.04% | Reduce -10.0% | 302,919 | $2.0M |
| Employees Retirement System of Texas | 0.02% | No change | 289,691 | $1.9M |
| Dorsey Wright & Associates | 0.48% | Reduce -7.6% | 288,854 | $1.9M |
| Vident Advisory, LLC | 0.03% | Add +14.9% | 275,222 | $1.8M |
| Optiver Holding B.V. | 0.07% | Reduce -64.7% | 270,409 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +25.8% | 254,433 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 229,334 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.0% | 226,657 | $1.5M |
| Millennium Management | 0.00% | Reduce -57.0% | 226,161 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 210,184 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +89.3% | 207,281 | $1.4M |
| Quadrant Capital Group LLC | 0.05% | Add +312.3% | 205,370 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 181,572 | $1.2M |
| HRT Financial LP | 0.01% | New | 177,787 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +27.2% | 170,827 | $1.1M |
| Mariner, LLC | 0.00% | Add +6.9% | 159,512 | $1.1M |
| Vanguard Group Inc. | 0.00% | No change | 155,948 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 154,518 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.0% | 145,686 | $960K |
| Acadian Asset Management LLC | 0.00% | Add +20.0% | 142,277 | $936K |
| XTX Topco Ltd | 0.05% | Add +28.5% | 141,862 | $935K |
| JPMorgan Chase & Co. | 0.00% | Add +94.4% | 138,361 | $912K |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 128,275 | $845K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 126,110 | $831K |
| Signaturefd, LLC | 0.02% | Reduce -2.5% | 125,952 | $830K |
| Cerity Partners LLC | 0.00% | Reduce -9.3% | 125,761 | $829K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +10.1% | 120,356 | $793K |
| Diversify Wealth Management, LLC | 0.06% | Add +10.6% | 120,744 | $787K |
| AdvisorShares Investments LLC | 0.13% | Add +45.5% | 102,924 | $681K |
| Larson Financial Group LLC | 0.03% | Add +119047.6% | 100,084 | $660K |
| Ameriprise Financial Inc. | 0.00% | Add +20.7% | 97,373 | $642K |
| Townsquare Capital LLC | 0.01% | Add +7.5% | 96,007 | $633K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -6.9% | 95,039 | $626K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.0% | 94,993 | $626K |
| Stifel Financial Corp. | 0.00% | Reduce -74.1% | 94,802 | $625K |
| QRG Capital Management, Inc. | 0.01% | Add +5.7% | 93,462 | $616K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 92,305 | $608K |
| Rhumbline Advisers | 0.00% | Reduce -1.4% | 89,373 | $589K |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 87,923 | $579K |
| OLIO Financial Planning | 0.19% | No change | 84,149 | $555K |
| LPL Financial LLC | 0.00% | Add +16.7% | 84,027 | $554K |
| First Trust Advisors LP | 0.00% | Reduce -5.7% | 82,953 | $547K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.4% | 81,825 | $539K |
| Ballentine Partners, LLC | 0.01% | Add +40.5% | 81,347 | $536K |
| Royal Bank of Canada | 0.00% | Add +2.0% | 77,076 | $507K |
| AQR Capital Management | 0.00% | Add +16.3% | 75,569 | $498K |
| Choreo, LLC | 0.01% | Reduce -27.6% | 74,838 | $493K |
| Jane Street Group, LLC | 0.00% | Reduce -77.1% | 72,563 | $478K |
| SG Americas Securities, LLC | 0.00% | Reduce -3.0% | 72,019 | $475K |
| Focus Partners Wealth | 0.00% | Add +0.3% | 70,042 | $462K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.3% | 65,894 | $434K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 63,767 | $420K |
| Cetera Investment Advisers | 0.00% | Add +7.6% | 63,028 | $415K |
| FORA Capital, LLC | 0.04% | New | 62,404 | $411K |
| Evergreen Capital Management LLC | 0.01% | Add +36.3% | 61,314 | $404K |
| Highland Capital Management, LLC | 0.02% | Reduce -6.6% | 59,827 | $394K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $376K |
| Atria Investments, Inc | 0.00% | Add +13.8% | 52,560 | $346K |
| Ellevest, Inc. | 0.02% | Reduce -8.2% | 51,847 | $342K |
| Ritholtz Wealth Management | 0.01% | No change | 49,328 | $325K |
| Jackson Square Capital, LLC | 0.10% | New | 47,404 | $312K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 45,787 | $302K |
| Caprock Group, LLC | 0.01% | Add +15.2% | 45,460 | $300K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 43,838 | $289K |
| Corient Private Wealth LP | 0.00% | Reduce -26.1% | 42,096 | $277K |
| Versant Capital Management, Inc | 0.04% | Add +17502.2% | 40,309 | $266K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +92.2% | 39,579 | $261K |
| Central Pacific Bank - Trust Division | 0.04% | No change | 38,800 | $256K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 38,523 | $254K |
| Ar Asset Management Inc. | 0.06% | No change | 36,691 | $242K |
| Legacy Capital Group California, Inc. | 0.08% | Add +7.2% | 36,545 | $241K |
"% 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.