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。
2023 年第 1 季 13F 持有人
Aegon Ltd. 在 2023/3/31 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
- 229
- 較 2022 年第 4 季 +5 家
- 持有股數
- 1.96 億
- 較 2022 年第 4 季 −195.9 萬 (−1.0%)
- 總市值
- $8.43 億
- 較 2022 年第 4 季 −$1.55 億 (−15.5%)
- 新進機構
- 27
- 另有 73 家加碼
- 清倉機構
- 22
- 另有 78 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 17,766 | $7.64 萬 | 0.01% | +2,296+14.8% | 加碼 |
| Wealth Architects, LLC | 19,656 | $8.45 萬 | 0.01% | −12,784−39.4% | 減碼 |
| Virtu Financial LLC | 20,013 | $8.60 萬 | 0.01% | +8,766+77.9% | 加碼 |
| Institute for Wealth Management, LLC. | 20,153 | $8.67 萬 | 0.02% | +43+0.2% | 加碼 |
| DeDora Capital, Inc. | 20,253 | $8.71 萬 | 0.04% | 00.0% | 不變 |
| JPMorgan Chase & Co | 20,301 | $8.78 萬 | 0.00% | +3,216+18.8% | 加碼 |
| Sage Rhino Capital LLC | 20,502 | $8.82 萬 | 0.03% | −23−0.1% | 減碼 |
| AE Wealth Management LLC | 20,675 | $8.89 萬 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 21,250 | $9.14 萬 | 0.03% | +1,800+9.3% | 加碼 |
| Legacy Capital Group California, Inc. | 21,250 | $9.14 萬 | 0.04% | +21,250 | 新進 |
| Principal Street Partners, LLC | 21,822 | $9.38 萬 | 0.02% | −852−3.8% | 減碼 |
| Brinker Capital Investments, LLC | 21,922 | $9.43 萬 | 0.00% | +1,164+5.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 21,922 | $9.43 萬 | 0.00% | +21,922 | 新進 |
| Oppenheimer & Co Inc | 21,984 | $9.45 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 22,082 | $9.50 萬 | 0.01% | +1,439+7.0% | 加碼 |
| Lake Street Advisors Group, LLC | 23,695 | $10.2 萬 | 0.01% | −576−2.4% | 減碼 |
| HSBC Holdings PLC | 24,000 | $10.3 萬 | 0.00% | +24,000 | 新進 |
| Engineers Gate Manager LP | 25,171 | $10.8 萬 | 0.00% | +25,171 | 新進 |
| Ellevest, Inc. | 25,810 | $11.1 萬 | 0.01% | −9,966−27.9% | 減碼 |
| HRT Financial LP | 26,570 | $11.4 萬 | 0.00% | −79,235−74.9% | 減碼 |
| Franklin Resources Inc | 26,542 | $11.4 萬 | 0.00% | +761+3.0% | 加碼 |
| Glenmede Trust Co NA | 27,571 | $11.9 萬 | 0.00% | +3,863+16.3% | 加碼 |
| Capricorn Fund Managers Ltd | 28,292 | $12.2 萬 | 0.04% | +28,292 | 新進 |
| Deutsche Bank AG | 29,001 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 29,831 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 30,000 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 32,375 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 32,598 | $14.0 萬 | 0.01% | +2,352+7.8% | 加碼 |
| Claro Advisors LLC | 33,386 | $14.4 萬 | 0.04% | +989+3.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,444 | $14.4 萬 | 0.00% | −1,158−3.3% | 減碼 |
| Eqis Capital Management, Inc. | 34,559 | $14.9 萬 | 0.02% | −2,661−7.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 34,600 | $14.9 萬 | 0.00% | +34,600 | 新進 |
| Oppenheimer Asset Management Inc. | 34,735 | $14.9 萬 | 0.00% | −1,199−3.3% | 減碼 |
| Summit Global Investments | 35,242 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Group Inc | 36,455 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Wrapmanager Inc | 36,697 | $15.8 萬 | 0.05% | +2,937+8.7% | 加碼 |
| Ar Asset Management Inc | 36,691 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 37,533 | $16.2 萬 | 0.01% | +2,196+6.2% | 加碼 |
| Ballentine Partners, LLC | 38,616 | $16.6 萬 | 0.00% | −1,092−2.8% | 減碼 |
| Kapitalo Investimentos Ltda | 39,326 | $16.9 萬 | 0.06% | +39,326 | 新進 |
| Personal Cfo Solutions, LLC | 39,572 | $17.0 萬 | 0.04% | +1,583+4.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 39,752 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 39,775 | $17.1 萬 | 0.05% | +16,479+70.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 40,932 | $17.6 萬 | 0.01% | −2,381−5.5% | 減碼 |
| True North Advisors, LLC | 41,667 | $17.9 萬 | 0.05% | −20,833−33.3% | 減碼 |
| Macquarie Group Ltd | 43,229 | $18.6 萬 | 0.00% | +1,829+4.4% | 加碼 |
| Balyasny Asset Management LLC | 43,579 | $18.7 萬 | 0.00% | +43,579 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 45,710 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 46,840 | $20.1 萬 | 0.00% | −3,330−6.6% | 減碼 |
| UBS Group AG | 47,691 | $20.5 萬 | 0.00% | −63,926−57.3% | 減碼 |
| Evergreen Capital Management LLC | 47,870 | $20.6 萬 | 0.01% | +683+1.4% | 加碼 |
| Bayesian Capital Management, LP | 48,400 | $20.8 萬 | 0.03% | +38,200+374.5% | 加碼 |
| Cerity Partners LLC | 49,092 | $21.1 萬 | 0.00% | +10,633+27.6% | 加碼 |
| Commonwealth Equity Services, LLC | 50,890 | $21.8 萬 | 0.00% | +2,851+5.9% | 加碼 |
| Ritholtz Wealth Management | 53,877 | $23.2 萬 | 0.01% | −6,969−11.5% | 減碼 |
| Two Sigma Securities, LLC | 54,673 | $23.5 萬 | 0.02% | +43,697+398.1% | 加碼 |
| Wade G W & Inc | 55,013 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Miller Investment Management, LP | 57,015 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 58,836 | $25.3 萬 | 0.00% | −1,725−2.8% | 減碼 |
| Kestra Advisory Services, LLC | 59,663 | $25.7 萬 | 0.00% | −3,440−5.5% | 減碼 |
| Mercer Global Advisors Inc | 59,834 | $25.7 萬 | 0.00% | −40,935−40.6% | 減碼 |
| Bank of New York Mellon Corp | 62,464 | $26.9 萬 | 0.00% | +645+1.0% | 加碼 |
| Veriti Management LLC | 62,668 | $26.9 萬 | 0.03% | +7,793+14.2% | 加碼 |
| ExodusPoint Capital Management, LP | 69,149 | $29.7 萬 | 0.00% | +69,149 | 新進 |
| XY Capital Ltd | 69,395 | $29.8 萬 | 0.25% | −16,669−19.4% | 減碼 |
| Bank of Montreal | 68,234 | $30.5 萬 | 0.00% | +380+0.6% | 加碼 |
| Highland Capital Management, LLC | 74,730 | $32.1 萬 | 0.02% | −100−0.1% | 減碼 |
| SG Americas Securities, LLC | 76,596 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 79,439 | $34.2 萬 | 0.00% | −32,823−29.2% | 減碼 |
| Eagle Asset Management Inc | 79,933 | $34.3 萬 | 0.00% | +87+0.1% | 加碼 |
| HighTower Advisors, LLC | 80,720 | $34.7 萬 | 0.00% | +20.0% | 加碼 |
| Advisor Partners II, LLC | 80,883 | $34.8 萬 | 0.02% | −168−0.2% | 減碼 |
| JustInvest LLC | 82,708 | $35.6 萬 | 0.01% | +3,205+4.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 85,883 | $36.9 萬 | 0.13% | +547+0.6% | 加碼 |
| Signaturefd, LLC | 95,815 | $41.2 萬 | 0.01% | +3,191+3.4% | 加碼 |
| Vident Investment Advisory, LLC | 100,433 | $43.2 萬 | 0.01% | +12,378+14.1% | 加碼 |
| TownSquare Capital, LLC | 100,952 | $43.4 萬 | 0.01% | +2,684+2.7% | 加碼 |
| Schechter Investment Advisors, LLC | 102,520 | $44.1 萬 | 0.04% | −1,764−1.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 103,683 | $44.6 萬 | 0.01% | −4,848−4.5% | 減碼 |
| Marathon Capital Management | 119,089 | $51.2 萬 | 0.13% | −3,000−2.5% | 減碼 |
| National Bank of Canada | 121,356 | $52.0 萬 | 0.00% | +1,021+0.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 121,751 | $52.3 萬 | 0.01% | +166+0.1% | 加碼 |
| CI Private Wealth, LLC | 122,579 | $52.7 萬 | 0.00% | −8,056−6.2% | 減碼 |
| Mariner, LLC | 123,683 | $53.1 萬 | 0.00% | +11,331+10.1% | 加碼 |
| FMR LLC | 123,886 | $53.3 萬 | 0.00% | −15,787−11.3% | 減碼 |
| Jefferies Financial Group Inc. | 125,000 | $53.8 萬 | 0.01% | +125,000 | 新進 |
| Truist Financial Corp | 135,950 | $58.5 萬 | 0.00% | −2,442−1.8% | 減碼 |
| First Hawaiian Bank | 145,936 | $62.8 萬 | 0.02% | −453−0.3% | 減碼 |
| Hantz Financial Services, Inc. | 151,369 | $65.1 萬 | 0.02% | +2,462+1.7% | 加碼 |
| Simplex Trading, LLC | 158,021 | $67.9 萬 | 0.03% | +30,230+23.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 162,696 | $70.0 萬 | 0.01% | +5,827+3.7% | 加碼 |
| Creative Planning | 163,830 | $70.4 萬 | 0.00% | −7,533−4.4% | 減碼 |
| LPL Financial LLC | 164,844 | $70.9 萬 | 0.00% | +4,286+2.7% | 加碼 |
| Greenleaf Trust | 166,958 | $71.8 萬 | 0.01% | −3,142−1.8% | 減碼 |
| Wetherby Asset Management Inc | 187,352 | $80.6 萬 | 0.05% | −6,571−3.4% | 減碼 |
| Millennium Management LLC | 209,331 | $90.0 萬 | 0.00% | +187,171+844.6% | 加碼 |
| Marshall Wace, LLP | 230,743 | $99.2 萬 | 0.00% | +230,743 | 新進 |
| Royal Bank of Canada | 236,919 | $101.9 萬 | 0.00% | −921−0.4% | 減碼 |
| Ethic Inc. | 239,716 | $103.1 萬 | 0.04% | −33,676−12.3% | 減碼 |