Aegon Ltd.
AEG- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0000769218
近 90 天，Aegon Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 310 家機構在 13F 申報持有，市值合計 $10.3 億；沒有大師持有。
2022 年第 1 季 13F 持有人
Aegon Ltd. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 206
- 較 2021 年第 4 季 +13 家
- 持有股數
- 2.01 億
- 較 2021 年第 4 季 +3,662 萬 (+22.2%)
- 總市值
- $10.7 億
- 較 2021 年第 4 季 +$2.51 億 (+30.8%)
- 新進機構
- 37
- 另有 63 家加碼
- 清倉機構
- 24
- 另有 56 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AEG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 310 | $10.3 億 |
| 2026 年第 1 季 | 291 | $9.40 億 |
| 2025 年第 4 季 | 300 | $12.4 億 |
| 2025 年第 3 季 | 281 | $15.0 億 |
| 2025 年第 2 季 | 267 | $14.4 億 |
| 2025 年第 1 季 | 256 | $12.6 億 |
| 2024 年第 4 季 | 254 | $10.6 億 |
| 2024 年第 3 季 | 237 | $11.3 億 |
| 2024 年第 2 季 | 235 | $10.7 億 |
| 2024 年第 1 季 | 220 | $10.6 億 |
| 2023 年第 4 季 | 215 | $10.5 億 |
| 2023 年第 3 季 | 181 | $8.81 億 |
| 2023 年第 2 季 | 206 | $9.71 億 |
| 2023 年第 1 季 | 229 | $8.43 億 |
| 2022 年第 4 季 | 228 | $9.98 億 |
| 2022 年第 3 季 | 215 | $7.93 億 |
| 2022 年第 2 季 | 216 | $8.85 億 |
| 2022 年第 1 季 | 206 | $10.7 億 |
| 2021 年第 4 季 | 195 | $8.14 億 |
| 2021 年第 3 季 | 186 | $8.09 億 |
| 2021 年第 2 季 | 189 | $6.41 億 |
| 2021 年第 1 季 | 179 | $7.67 億 |
2022 年第 1 季持有機構
每家機構持有 Aegon Ltd. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 29,505 | $15.7 萬 | 0.00% | +1,903+6.9% | 加碼 |
| Deutsche Bank AG | 29,001 | $15.3 萬 | 0.00% | −3,209−10.0% | 減碼 |
| Quadrant Capital Group LLC | 28,682 | $15.2 萬 | 0.02% | +699+2.5% | 加碼 |
| Balyasny Asset Management LLC | 28,619 | $15.1 萬 | 0.00% | +28,619 | 新進 |
| First Trust Advisors LP | 26,539 | $14.0 萬 | 0.00% | −4,716−15.1% | 減碼 |
| Rockefeller Capital Management L.P. | 26,662 | $14.0 萬 | 0.00% | +2,928+12.3% | 加碼 |
| Spire Wealth Management | 25,455 | $13.5 萬 | 0.00% | −253−1.0% | 減碼 |
| Lake Street Advisors Group, LLC | 24,519 | $13.0 萬 | 0.01% | −120.0% | 減碼 |
| Evergreen Capital Management LLC | 23,545 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 22,471 | $11.9 萬 | 0.04% | +950+4.4% | 加碼 |
| AE Wealth Management LLC | 20,675 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| DeDora Capital, Inc. | 20,253 | $10.7 萬 | 0.04% | −629−3.0% | 減碼 |
| CAPROCK Group, Inc. | 20,125 | $10.6 萬 | 0.01% | +10,026+99.3% | 加碼 |
| Contravisory Investment Management, Inc. | 19,756 | $10.5 萬 | 0.03% | +19,756 | 新進 |
| Sequoia Financial Advisors, LLC | 18,740 | $9.90 萬 | 0.00% | +5,454+41.1% | 加碼 |
| Veracity Capital LLC | 18,299 | $9.70 萬 | 0.04% | +18,299 | 新進 |
| Nelson Capital Management, LLC | 18,211 | $9.60 萬 | 0.02% | +200+1.1% | 加碼 |
| Private Advisor Group, LLC | 18,033 | $9.50 萬 | 0.00% | +227+1.3% | 加碼 |
| UBS Group AG | 17,822 | $9.40 萬 | 0.00% | −17,848−50.0% | 減碼 |
| Clarius Group, LLC | 18,866 | $9.30 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 17,572 | $9.30 萬 | 0.01% | −663−3.6% | 減碼 |
| Vista Wealth Management Group, LLC | 16,588 | $8.80 萬 | 0.01% | +1,169+7.6% | 加碼 |
| Ellevest, Inc. | 16,386 | $8.70 萬 | 0.01% | −1,602−8.9% | 減碼 |
| CPWM, LLC | 16,009 | $8.50 萬 | 0.01% | +1,235+8.4% | 加碼 |
| Burns Matteson Capital Management, LLC | 16,023 | $8.48 萬 | 0.06% | +16,023 | 新進 |
| Bridgefront Capital, LLC | 15,942 | $8.40 萬 | 0.10% | −23−0.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $8.30 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 15,735 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 15,464 | $8.20 萬 | 0.00% | −96,437−86.2% | 減碼 |
| Brinker Capital Investments, LLC | 15,442 | $8.20 萬 | 0.00% | +4,519+41.4% | 加碼 |
| Cetera Investment Advisers | 15,532 | $8.20 萬 | 0.00% | +15,532 | 新進 |
| Schonfeld Strategic Advisors LLC | 15,400 | $8.10 萬 | 0.00% | +15,400 | 新進 |
| Boit C F David | 14,695 | $7.80 萬 | 0.05% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 14,511 | $7.70 萬 | 0.01% | −158−1.1% | 減碼 |
| Vanguard Capital Wealth Advisors | 14,419 | $7.60 萬 | 0.05% | −1,219−7.8% | 減碼 |
| Susquehanna International Group, LLP | 14,196 | $7.50 萬 | 0.00% | −19,966−58.4% | 減碼 |
| We Are One Seven, LLC | 14,203 | $7.50 萬 | 0.01% | +14,203 | 新進 |
| FourThought Financial, LLC | 14,062 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 13,507 | $7.10 萬 | 0.04% | +13,507 | 新進 |
| Glenmede Trust Co NA | 13,300 | $7.00 萬 | 0.00% | −112−0.8% | 減碼 |
| DGS Capital Management, LLC | 13,266 | $7.00 萬 | 0.04% | +13,266 | 新進 |
| State Street Corp | 13,095 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 11,187 | $6.60 萬 | 0.00% | −665−5.6% | 減碼 |
| Money Concepts Capital Corp | 12,526 | $6.60 萬 | 0.00% | +12,526 | 新進 |
| Bokf, NA | 12,047 | $6.30 萬 | 0.00% | −1,329−9.9% | 減碼 |
| Parallel Advisors, LLC | 11,688 | $6.30 萬 | 0.00% | −452−3.7% | 減碼 |
| Moreno Evelyn V | 11,691 | $6.20 萬 | 0.01% | +11,691 | 新進 |
| Lindbrook Capital, LLC | 11,331 | $6.00 萬 | 0.01% | −2,773−19.7% | 減碼 |
| Verus Capital Partners, LLC | 11,250 | $5.90 萬 | 0.01% | +11,250 | 新進 |
| Northwestern Mutual Wealth Management Co | 10,963 | $5.80 萬 | 0.00% | −623−5.4% | 減碼 |
| Raymond James Trust N.A. | 11,049 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 10,159 | $5.40 萬 | 0.01% | −515−4.8% | 減碼 |
| JPMorgan Chase & Co | 10,277 | $5.30 萬 | 0.00% | +3,167+44.5% | 加碼 |
| Fruth Investment Management | 10,000 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 9,222 | $4.90 萬 | 0.00% | −2,320−20.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 7,730 | $4.09 萬 | 0.00% | −750−8.8% | 減碼 |
| Tradition Wealth Management, LLC | 6,706 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 6,000 | $3.20 萬 | 0.00% | −2,000−25.0% | 減碼 |
| CKW Financial Group | 5,900 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 5,231 | $2.80 萬 | 0.00% | −1,492−22.2% | 減碼 |
| Umb Bank N A | 5,164 | $2.70 萬 | 0.00% | −123−2.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.65 萬 | 0.00% | +5,000 | 新進 |
| Bartlett & Co. LLC | 5,000 | $2.60 萬 | 0.00% | +5,000 | 新進 |
| Whittier Trust Co | 4,772 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,771 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,605 | $1.90 萬 | 0.00% | +1,035+40.3% | 加碼 |
| Glassman Wealth Services | 2,236 | $1.20 萬 | 0.00% | +231+11.5% | 加碼 |
| Tyler-Stone Wealth Management | 1,994 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,128 | $1.10 萬 | 0.00% | +525+32.8% | 加碼 |
| Bessemer Group Inc | 1,887 | $1.00 萬 | 0.00% | −8,986−82.6% | 減碼 |
| Fifth Third Bancorp | 1,580 | $8,000 | 0.00% | 00.0% | 不變 |
| Arlington Partners LLC | 1,485 | $8,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,253 | $7,000 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,055 | $6,000 | 0.00% | +1,055 | 新進 |
| North Star Investment Management Corp. | 970 | $5,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 881 | $5,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 728 | $4,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 731 | $4,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 684 | $4,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 632 | $3,343 | 0.00% | +550+670.7% | 加碼 |
| Clearstead Advisors, LLC | 628 | $3,000 | 0.00% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 500 | $3,000 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 516 | $2,728 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 291 | $2,000 | 0.00% | −22−7.0% | 減碼 |
| AdvisorNet Financial, Inc | 319 | $2,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 310 | $2,000 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 354 | $2,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 502 | $2,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 378 | $2,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 276 | $2,000 | 0.00% | 00.0% | 不變 |
| CNB Bank | 286 | $2,000 | 0.00% | +286 | 新進 |
| Valley National Advisers Inc | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 224 | $1,000 | 0.00% | +224 | 新進 |
| Anchor Investment Management, LLC | 184 | $973 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 87 | $0 | 0.00% | 00.0% | 不變 |