12 institutions reported holding $3.9M of AEGON LTD (AEG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($2.7M), Versant Capital Management, Inc ($461,001), Baron Wealth Management LLC ($191,402), 55 North Private Wealth, LLC ($177,071), Central Pacific Bank - Trust Division ($140,104). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.7M | 320,315 | Trimmed |
| 2 | Versant Capital Management, Inc | $461,001 | 54,621 | Trimmed |
| 3 | Baron Wealth Management LLC | $191,402 | 22,678 | Added |
| 4 | 55 North Private Wealth, LLC | $177,071 | 20,980 | New |
| 5 | Central Pacific Bank - Trust Division | $140,104 | 16,600 | Trimmed |
| 6 | GAMMA Investing LLC | $100,520 | 11,910 | Added |
| 7 | EASTERN BANK | $55,003 | 6,517 | New |
| 8 | MassMutual Private Wealth & Trust, FSB | $28,215 | 3,343 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $8,651 | 1,025 | New |
| 10 | Arlington Trust Co LLC | $3,359 | 398 | Hold |
| 11 | CoreCap Advisors, LLC | $152 | 18 | Hold |
| 12 | Cedar Mountain Advisors, LLC | $17 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30