Diversify Wealth Management LLC Acquires 18,084 Shares of Aegon Ltd. (NYSE:AEG)

Diversify Wealth Management LLC raised its holdings in Aegon Ltd. (NYSE:AEG) by 19.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 109,220 shares of the financial services provider’s stock after buying an additional 18,084 shares during the quarter. Diversify Wealth Management LLC’s holdings in Aegon were worth $649,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in AEG. Dimensional Fund Advisors LP boosted its holdings in Aegon by 8.7% in the second quarter. Dimensional Fund Advisors LP now owns 4,920,536 shares of the financial services provider’s stock valued at $30,163,000 after acquiring an additional 394,114 shares in the last quarter. Wellington Management Group LLP boosted its stake in shares of Aegon by 21.1% during the 3rd quarter. Wellington Management Group LLP now owns 4,484,791 shares of the financial services provider’s stock valued at $28,658,000 after purchasing an additional 780,339 shares in the last quarter. Raymond James & Associates increased its position in shares of Aegon by 5.7% during the third quarter. Raymond James & Associates now owns 2,517,071 shares of the financial services provider’s stock valued at $16,084,000 after buying an additional 136,208 shares during the period. American Century Companies Inc. raised its stake in Aegon by 5.3% in the second quarter. American Century Companies Inc. now owns 814,739 shares of the financial services provider’s stock worth $4,994,000 after buying an additional 41,028 shares in the last quarter. Finally, Sei Investments Co. lifted its holdings in Aegon by 15.7% in the second quarter. Sei Investments Co. now owns 578,652 shares of the financial services provider’s stock worth $3,547,000 after buying an additional 78,322 shares during the period. 4.32% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Separately, UBS Group raised Aegon from a “neutral” rating to a “buy” rating in a research report on Tuesday, October 22nd.

Aegon Stock Up 1.6 %

NYSE:AEG opened at $6.48 on Wednesday. The firm’s 50-day moving average price is $6.16 and its 200-day moving average price is $6.21. Aegon Ltd. has a 1-year low of $5.53 and a 1-year high of $6.96.

Aegon Company 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.