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

0100200300400 Q1 2024: 219Q1 2024Q2 2024: 235Q2 2024Q3 2024: 237Q3 2024Q4 2024: 253Q4 2024Q1 2025: 255Q1 2025Q2 2025: 266Q2 2025Q3 2025: 280Q3 2025Q4 2025: 299Q4 2025Q1 2026: 289Q1 2026Q2 2026: 308Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$10.9M
Exits22$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
Contravisory Investment Management, Inc. 0.05% Add +3.8% 35,099 $231K
Diversify Advisory Services, LLC 0.01% Add +30.4% 34,484 $225K
Savant Capital, LLC 0.00% Reduce -10.1% 33,923 $224K
Smartleaf Asset Management LLC 0.02% Add +262.4% 33,278 $220K
Graham Capital Management, L.P. 0.01% Reduce -1.8% 32,840 $216K
Claro Advisors Inc. 0.03% Add +7.3% 31,610 $208K
J.W. Cole Advisors, Inc. 0.01% New 31,557 $208K
Cary Street Partners Financial LLC 0.01% Reduce -10.6% 31,346 $207K
United Capital Financial Advisors, LLC 0.00% Add +0.0% 29,524 $195K
Atria Wealth Solutions, Inc. 0.00% No change 29,437 $194K
Truist Financial Corp. 0.00% Add +2.5% 29,405 $194K
Syon Capital LLC 0.02% Add +53.5% 29,261 $193K
Franklin Resources Inc. 0.00% Add +0.9% 28,427 $187K
Freedom Investment Management, Inc. 0.02% Reduce -1.4% 28,017 $185K
Wealthspire Retirement, LLC 0.01% No change 27,938 $184K
Shilanski & Associates, Inc. 0.05% New 25,898 $171K
Personal Cfo Solutions, LLC 0.03% Add +1.7% 24,051 $158K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.8% 23,349 $154K
Calydon Capital 0.03% No change 22,469 $148K
Beverly Hills Private Wealth, LLC 0.03% Add +2.2% 22,339 $147K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.1% 22,136 $146K
Sage Rhino Capital LLC 0.03% Reduce -5.0% 21,566 $142K
Kestra Private Wealth Services, LLC 0.00% Add +2.9% 21,500 $142K
CIBC Private Wealth Group LLC 0.00% No change 25,107 $138K
Stock Yards Bank & Trust Co. 0.00% Reduce -33.9% 20,907 $138K
Private Advisor Group, LLC 0.00% New 20,901 $138K
Allspring Global Investments Holdings, LLC 0.00% No change 20,284 $135K
AE Wealth Management LLC 0.00% No change 20,284 $134K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.2% 19,768 $130K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.2% 19,768 $130K
Gotham Asset Management 0.00% New 19,654 $130K
Forum Financial Management, LP 0.00% No change 19,189 $126K
Captrust Financial Advisors 0.00% New 18,947 $125K
Fox Run Management, L.L.C. 0.02% New 18,712 $123K
Yousif Capital Management, LLC 0.00% No change 18,575 $122K
Tower Research Capital LLC (TRC) 0.00% New 17,910 $118K
Parallel Advisors, LLC 0.00% Reduce -14.8% 17,478 $115K
Northwestern Mutual Wealth Management Co. 0.00% No change 17,064 $112K
Adero Partners, LLC 0.01% Add +1.7% 16,237 $107K
Guggenheim Capital LLC 0.00% Reduce -1.1% 16,143 $106K
Johnson Investment Counsel Inc. 0.00% New 15,872 $105K
Ieq Capital, LLC 0.00% Add +7.6% 15,793 $104K
Two Sigma Securities, LLC 0.02% New 15,581 $103K
Franklin Street Advisors Inc. 0.01% No change 15,551 $102K
Blue Trust, Inc. 0.00% Add +6.0% 15,040 $99K
Oppenheimer & Co. Inc. 0.00% No change 14,784 $97K
Boit C F David 0.05% No change 14,695 $97K
Henry James International Management Inc. 0.03% Reduce -0.2% 14,349 $95K
Trek Financial, LLC 0.01% Reduce -9.3% 14,113 $93K
Burns Matteson Capital Management, LLC 0.05% Add +32.3% 14,016 $92K
Flow Traders U.S. LLC 0.00% New 13,849 $91K
Clarius Group, LLC 0.01% No change 13,672 $90K
Checchi Capital Advisers, LLC 0.01% No change 13,581 $89K
FourThought Financial Partners, LLC 0.01% No change 13,458 $89K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -24.6% 13,395 $88K
GeoWealth Management, LLC 0.00% Add +1.4% 13,224 $87K
Glenmede Trust Co. NA 0.00% Reduce -28.3% 13,188 $87K
State Street Corp. 0.00% No change 13,085 $86K
NorthCoast Asset Management LLC 0.00% Add +0.0% 12,797 $84K
Alliance Wealth Advisors, LLC 0.02% Add +3.6% 11,927 $79K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.0% 11,924 $79K
Waverly Advisors, LLC 0.00% Add +4.0% 11,440 $75K
PDS Planning, Inc 0.01% No change 11,423 $75K
Lindbrook Capital, LLC 0.01% Reduce -0.4% 11,166 $74K
Advisory Alpha, LLC 0.00% No change 11,105 $73K
Capital Asset Advisory Services LLC 0.00% Reduce -1.1% 10,807 $72K
Janney Montgomery Scott LLC 0.00% Add +3.0% 10,979 $72K
Axxcess Wealth Management, LLC 0.00% Add +1.6% 10,807 $71K
M&T Bank Corp 0.00% Add +0.5% 10,709 $71K
Osaic Holdings, Inc. 0.00% Add +2.4% 10,659 $70K
Wrapmanager Inc. 0.02% Reduce -32.3% 10,639 $70K
Simon Quick Advisors, LLC 0.00% New 10,437 $69K
Canopy Partners, LLC 0.03% No change 10,434 $69K
Blueshift Asset Management, LLC 0.03% New 10,394 $68K
Bailard, Inc. 0.00% New 10,283 $68K
Perigon Wealth Management, LLC 0.00% Reduce -3.9% 10,074 $66K
Advisor Resource Council 0.01% New 10,070 $66K
Cromwell Holdings LLC 0.04% No change 9,692 $64K
Deutsche Bank AG 0.00% New 9,310 $61K
Allworth Financial LP 0.00% Add +8.2% 9,253 $60K
Rothschild Investment LLC 0.00% Reduce -39.1% 7,347 $48K
Coldstream Capital Management Inc. 0.00% New 7,094 $47K
SVB Wealth LLC 0.00% New 6,410 $42K
GAMMA Investing LLC 0.00% Reduce -9.1% 5,916 $39K
EverSource Wealth Advisors, LLC 0.00% Reduce -76.3% 5,778 $38K
Federation des caisses Desjardins du Quebec 0.00% No change 5,230 $34K
Whittier Trust Co. of Nevada Inc. 0.00% No change 5,164 $34K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,000 $33K
NewEdge Advisors, LLC 0.00% No change 4,846 $32K
Bessemer Group Inc. 0.00% Add +526.8% 4,325 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.2% 4,059 $27K
Bell Investment Advisors, Inc 0.00% No change 3,565 $23K
Wilmington Savings Fund Society, FSB 0.00% Reduce -8.4% 3,505 $23K
Brooklyn Investment Group 0.01% Add +174750.0% 3,497 $23K
Citigroup Inc. 0.00% Reduce -29.2% 3,376 $22K
Cwm, LLC 0.00% Reduce -13.1% 3,272 $22K
Hexagon Capital Partners LLC 0.00% Add +3.6% 3,195 $21K
Sierra Ocean, LLC 0.02% No change 3,026 $20K
Provenance Wealth Advisors, LLC 0.00% No change 2,900 $19K
UMB Bank, n.a. 0.00% No change 2,729 $18K
Jones Financial Companies LLLP 0.00% Add +24.9% 2,401 $16K
William B. Walkup & Associates, Inc. 0.01% No change 2,094 $14K
Continuum Advisory, LLC 0.00% New 2,045 $13K
Harbour Investments, Inc. 0.00% No change 1,907 $13K
Principal Securities, Inc. 0.00% No change 1,945 $11K
Fifth Third Bancorp 0.00% No change 1,699 $11K
Copia Wealth Management 0.01% No change 1,575 $10K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,610 $10K
Hantz Financial Services, Inc. 0.00% Add +165.2% 1,453 $10K
Parkside Financial Bank & Trust 0.00% Add +161.9% 1,514 $10K
National Bank of Canada 0.00% Reduce -98.6% 1,500 $10K
Farther Finance Advisors, LLC 0.00% Add +87.0% 1,414 $9K
Clean Yield Group 0.00% Reduce -64.8% 1,259 $8K
Evermay Wealth Management LLC 0.00% New 1,249 $8K
TD Waterhouse Canada Inc. 0.00% No change 1,200 $8K
Salem Investment Counselors Inc. 0.00% No change 1,020 $7K
Geneos Wealth Management Inc. 0.00% Add +170.8% 994 $7K
Pillar Financial Advisors, LLC 0.00% No change 930 $6K
MAI Capital Management 0.00% No change 756 $5K
IFP Advisors, Inc 0.00% New 725 $5K
Pinney & Scofield, Inc. 0.00% No change 714 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 671 $4K
Clearstead Trust, LLC 0.00% No change 628 $4K
Cary Street Partners Investment Advisory LLC 0.00% Add +518.8% 625 $4K
JFS Wealth Advisors, LLC 0.00% No change 564 $4K
Golden State Wealth Management, LLC 0.00% No change 532 $4K
Ascentis Wealth Management, LLC 0.00% No change 511 $3K
Caldwell Trust Co 0.00% No change 469 $3K
WealthCollab, LLC 0.00% Add +60.6% 456 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +15.1% 435 $3K
St. Johns Investment Management Company, LLC 0.00% No change 354 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -17.1% 306 $2K
JTC Employer Solutions Trustee Ltd 0.00% No change 333 $2K
GW&K Investment Management, LLC 0.00% Reduce -32.8% 281 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 290 $2K
Spire Wealth Management 0.00% No change 258 $2K
Whipplewood Advisors, LLC 0.00% Reduce -68.3% 70 $1K
Quantbot Technologies LP 0.00% Reduce -99.7% 200 $1K
Montag A & Associates Inc. 0.00% No change 190 $1K
Anchor Investment Management, LLC 0.00% No change 184 $1K
Binnacle Investments Inc 0.00% — 122 $804
Whittier Trust Co. 0.00% Reduce -61.1% 117 $771
Arax Advisory Partners 0.00% No change 116 $765
Zions Bancorporation, National Association 0.00% — 105 $692
Highline Wealth Partners LLC 0.00% New 102 $672
PSI Advisors, LLC 0.00% No change 100 $659
AdvisorNet Financial, Inc 0.00% No change 72 $474
Assetmark, Inc. 0.00% No change 62 $409
Cornerstone Planning Group LLC 0.00% Reduce -80.0% 59 $375
Pacific Center for Financial Services 0.00% No change 36 $238
CVA Family Office, LLC 0.00% No change 32 $211
Toronto Dominion Bank 0.00% No change 27 $178
New England Capital Financial Advisors LLC 0.00% No change 11 $73
Cedar Mountain Advisors, LLC 0.00% No change 2 $13
Hemington Wealth Management 0.00% No change 6 $0

"% 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.