Kovitz Investment Group Partners LLC Takes $85,000 Position in Aegon Ltd. (NYSE:AEG)

Kovitz Investment Group Partners LLC bought a new position in shares of Aegon Ltd. (NYSE:AEG) in the third quarter, HoldingsChannel reports. The institutional investor bought 13,357 shares of the financial services provider’s stock, valued at approximately $85,000.

Several other hedge funds and other institutional investors have also modified their holdings of AEG. Wellington Management Group LLP raised its holdings in Aegon by 21.1% in 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 acquiring an additional 780,339 shares during the period. Dimensional Fund Advisors LP grew its position in shares of 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 purchasing an additional 394,114 shares during the last quarter. Dorsey Wright & Associates bought a new position in Aegon during the 2nd quarter worth $2,228,000. Employees Retirement System of Texas bought a new stake in shares of Aegon in the second quarter valued at about $1,980,000. Finally, BNP Paribas Financial Markets grew its stake in shares of Aegon by 41,167.2% in the third quarter. BNP Paribas Financial Markets now owns 197,670 shares of the financial services provider’s stock valued at $1,263,000 after acquiring an additional 197,191 shares in the last quarter. Institutional investors own 4.32% of the company’s stock.

Analyst Upgrades and Downgrades

Separately, UBS Group upgraded shares of Aegon from a “neutral” rating to a “buy” rating in a research note on Tuesday, October 22nd.

Aegon Trading Down 0.2 %

Shares of AEG stock opened at $6.31 on Friday. Aegon Ltd. has a 1 year low of $5.53 and a 1 year high of $6.96. The stock has a 50 day simple moving average of $6.37 and a 200 day simple moving average of $6.27.

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.