Aegon Ltd. (NYSE:AEG) Shares Bought by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lifted its position in shares of Aegon Ltd. (NYSE:AEG) by 315.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,406 shares of the financial services provider’s stock after purchasing an additional 18,530 shares during the period. EverSource Wealth Advisors LLC’s holdings in Aegon were worth $144,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Dorsey & Whitney Trust CO LLC lifted its holdings in Aegon by 13.7% in the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 17,757 shares of the financial services provider’s stock worth $105,000 after buying an additional 2,142 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in shares of Aegon during the fourth quarter worth about $15,397,000. Charles Schwab Investment Management Inc. lifted its stake in shares of Aegon by 25.6% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 134,316 shares of the financial services provider’s stock worth $791,000 after acquiring an additional 27,370 shares in the last quarter. Smartleaf Asset Management LLC boosted its holdings in Aegon by 70.6% in the fourth quarter. Smartleaf Asset Management LLC now owns 9,184 shares of the financial services provider’s stock valued at $54,000 after purchasing an additional 3,802 shares during the last quarter. Finally, QRG Capital Management Inc. grew its stake in Aegon by 6.2% during the 4th quarter. QRG Capital Management Inc. now owns 88,413 shares of the financial services provider’s stock valued at $521,000 after purchasing an additional 5,190 shares in the last quarter. 4.32% of the stock is currently owned by hedge funds and other institutional investors.

Aegon Stock Up 2.3 %

Shares of AEG opened at $6.58 on Tuesday. Aegon Ltd. has a 52-week low of $5.66 and a 52-week high of $6.96. The firm has a market cap of $14.49 billion, a price-to-earnings ratio of 6.85 and a beta of 1.03. The business’s 50 day moving average is $6.36 and its two-hundred day moving average is $6.27.

Aegon Profile

Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the United States, the Netherlands, the United Kingdom, and internationally. The company offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; residential mortgage and digital baking services; and retail and institutional investment management solutions and retirement savings vehicles and strategies.