Blue Trust Inc. Has $84,000 Stock Position in Aegon Ltd. (NYSE:AEG)

Blue Trust Inc. trimmed its position in Aegon Ltd. (NYSE:AEG) by 84.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 14,184 shares of the financial services provider’s stock after selling 76,123 shares during the period. Blue Trust Inc.’s holdings in Aegon were worth $84,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the company. Savant Capital LLC raised its position in Aegon by 6.4% during the 4th quarter. Savant Capital LLC now owns 37,744 shares of the financial services provider’s stock worth $222,000 after purchasing an additional 2,275 shares during the last quarter. Wealthstar Advisors LLC acquired a new stake in shares of Aegon in the 4th quarter valued at about $601,000. Alliance Wealth Advisors LLC UT acquired a new position in Aegon during the 4th quarter valued at about $68,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Aegon by 46.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 21,329 shares of the financial services provider’s stock valued at $126,000 after purchasing an additional 6,733 shares during the last quarter. Finally, OLIO Financial Planning acquired a new position in Aegon during the 4th quarter valued at about $496,000. 4.32% of the stock is currently owned by institutional investors.

Aegon Price Performance

Aegon stock opened at $5.99 on Monday. Aegon Ltd. has a 52 week low of $5.53 and a 52 week high of $6.96. The company’s 50 day moving average price is $6.23 and its two-hundred day moving average price is $6.26.

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.