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AEG Aegon Ltd.

NYSE

$8.99

Aegon Ltd. (AEG) Institutional Ownership

What the institutions did with AEG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting

3

filed a 13F this quarter

Managers holding

3

+1 on the quarter

Buyers

1

1 opened new

Sellers

0

0 sold out entirely

Buyer share

100.0%

of managers who traded it

Breadth

+100.0

net buyers, as a share of those trading

Only 3 managers reported a position this quarter, so the percentages above describe a very small sample.

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Largest holders

Manager	Shares	% of reported
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	12.3K	55.1%
CARRET ASSET MANAGEMENT, LLC	10.0K	44.9%
HUNTINGTON NATIONAL BANK	1	0.0%

Largest changes

Manager	Action	Previous	Current	Change
CARRET ASSET MANAGEMENT, LLC	New	0	10.0K	+10.0K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.