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

EverSource Wealth Advisors LLC raised its position in shares of Aegon Ltd. (NYSE:AEG) by 315.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,406 shares of the financial services provider’s stock after buying an additional 18,530 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Aegon were worth $144,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of AEG. Townsquare Capital LLC boosted its holdings in shares of Aegon by 2.3% in the 3rd quarter. Townsquare Capital LLC now owns 88,911 shares of the financial services provider’s stock valued at $568,000 after buying an additional 1,976 shares during the period. Crossmark Global Holdings Inc. boosted its stake in Aegon by 1.7% in the fourth quarter. Crossmark Global Holdings Inc. now owns 126,041 shares of the financial services provider’s stock valued at $742,000 after acquiring an additional 2,094 shares during the period. Dorsey & Whitney Trust CO LLC boosted its stake in Aegon by 13.7% in the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 17,757 shares of the financial services provider’s stock valued at $105,000 after acquiring an additional 2,142 shares during the period. Savant Capital LLC grew its holdings in shares of Aegon by 6.4% during the fourth quarter. Savant Capital LLC now owns 37,744 shares of the financial services provider’s stock valued at $222,000 after purchasing an additional 2,275 shares during the last quarter. Finally, Captrust Financial Advisors raised its position in shares of Aegon by 22.7% during the 3rd quarter. Captrust Financial Advisors now owns 15,083 shares of the financial services provider’s stock worth $96,000 after purchasing an additional 2,795 shares during the period. Institutional investors own 4.32% of the company’s stock.

Aegon Price Performance

NYSE:AEG opened at $6.58 on Tuesday. The firm has a market capitalization of $14.49 billion, a P/E ratio of 6.85 and a beta of 1.03. The business has a 50 day simple moving average of $6.36 and a 200 day simple moving average of $6.27. Aegon Ltd. has a 12-month low of $5.66 and a 12-month high of $6.96.

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.