Hennion & Walsh Asset Management Inc. Purchases 68,310 Shares of Aegon Ltd. (NYSE:AEG)

Hennion & Walsh Asset Management Inc. lifted its holdings in shares of Aegon Ltd. (NYSE:AEG - Free Report) by 51.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 202,259 shares of the financial services provider's stock after purchasing an additional 68,310 shares during the period. Hennion & Walsh Asset Management Inc.'s holdings in Aegon were worth $1,191,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of AEG. Dimensional Fund Advisors LP raised its holdings in Aegon by 8.7% during the 2nd quarter. Dimensional Fund Advisors LP now owns 4,920,536 shares of the financial services provider's stock worth $30,163,000 after purchasing an additional 394,114 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Aegon by 21.1% in the third quarter. Wellington Management Group LLP now owns 4,484,791 shares of the financial services provider's stock valued at $28,658,000 after buying an additional 780,339 shares during the period. Raymond James & Associates boosted its position in 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 acquiring an additional 136,208 shares during the last quarter. American Century Companies Inc. grew its holdings in Aegon by 5.3% during the 2nd quarter. American Century Companies Inc. now owns 814,739 shares of the financial services provider's stock worth $4,994,000 after acquiring an additional 41,028 shares during the period. Finally, Sei Investments Co. raised its position in shares of Aegon by 15.7% in the 2nd quarter. Sei Investments Co. now owns 578,652 shares of the financial services provider's stock worth $3,547,000 after acquiring an additional 78,322 shares in the last quarter. Institutional investors own 4.32% of the company's stock.

Aegon Stock Performance

Shares of Aegon stock traded up $0.05 on Friday, hitting $6.36. The company had a trading volume of 5,580,615 shares, compared to its average volume of 4,381,474. Aegon Ltd. has a 1 year low of $5.53 and a 1 year high of $6.96. The stock has a 50 day moving average of $6.16 and a 200-day moving average of $6.21.

Wall Street Analysts Forecast Growth

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

About Aegon

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.