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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 33,386 | $14.4 萬 | 0.04% | +989+3.1% | 加碼 |
| Quadrant Capital Group LLC | 32,598 | $14.0 萬 | 0.01% | +2,352+7.8% | 加碼 |
| Yousif Capital Management, LLC | 32,375 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 30,000 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 29,831 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 29,001 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 28,292 | $12.2 萬 | 0.04% | +28,292 | 新進 |
| Glenmede Trust Co NA | 27,571 | $11.9 萬 | 0.00% | +3,863+16.3% | 加碼 |
| Franklin Resources Inc | 26,542 | $11.4 萬 | 0.00% | +761+3.0% | 加碼 |
| HRT Financial LP | 26,570 | $11.4 萬 | 0.00% | −79,235−74.9% | 減碼 |
| Ellevest, Inc. | 25,810 | $11.1 萬 | 0.01% | −9,966−27.9% | 減碼 |
| Engineers Gate Manager LP | 25,171 | $10.8 萬 | 0.00% | +25,171 | 新進 |
| HSBC Holdings PLC | 24,000 | $10.3 萬 | 0.00% | +24,000 | 新進 |
| Lake Street Advisors Group, LLC | 23,695 | $10.2 萬 | 0.01% | −576−2.4% | 減碼 |
| CAPROCK Group, Inc. | 22,082 | $9.50 萬 | 0.01% | +1,439+7.0% | 加碼 |
| Oppenheimer & Co Inc | 21,984 | $9.45 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Principal Street Partners, LLC | 21,822 | $9.38 萬 | 0.02% | −852−3.8% | 減碼 |
| 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 |
| AE Wealth Management LLC | 20,675 | $8.89 萬 | 0.00% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,502 | $8.82 萬 | 0.03% | −23−0.1% | 減碼 |
| JPMorgan Chase & Co | 20,301 | $8.78 萬 | 0.00% | +3,216+18.8% | 加碼 |
| DeDora Capital, Inc. | 20,253 | $8.71 萬 | 0.04% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 20,153 | $8.67 萬 | 0.02% | +43+0.2% | 加碼 |
| Virtu Financial LLC | 20,013 | $8.60 萬 | 0.01% | +8,766+77.9% | 加碼 |
| Wealth Architects, LLC | 19,656 | $8.45 萬 | 0.01% | −12,784−39.4% | 減碼 |
| Clarius Group, LLC | 17,766 | $7.64 萬 | 0.01% | +2,296+14.8% | 加碼 |
| Captrust Financial Advisors | 17,594 | $7.57 萬 | 0.00% | +17,594 | 新進 |
| Savant Capital, LLC | 16,980 | $7.30 萬 | 0.00% | +1,512+9.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 16,351 | $7.03 萬 | 0.01% | +1,970+13.7% | 加碼 |
| Private Advisor Group, LLC | 16,285 | $7.00 萬 | 0.00% | −349−2.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 16,254 | $6.99 萬 | 0.00% | −1,412−8.0% | 減碼 |
| Mutual Advisors, LLC | 16,207 | $6.97 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 16,019 | $6.89 萬 | 0.00% | −100−0.6% | 減碼 |
| Veracity Capital LLC | 15,975 | $6.87 萬 | 0.03% | +644+4.2% | 加碼 |
| Cetera Investment Advisers | 15,757 | $6.78 萬 | 0.00% | −576−3.5% | 減碼 |
| Burns Matteson Capital Management, LLC | 15,538 | $6.68 萬 | 0.04% | +215+1.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,132 | $6.51 萬 | 0.01% | +665+4.6% | 加碼 |
| Baker Ellis Asset Management LLC | 15,000 | $6.45 萬 | 0.01% | −10,000−40.0% | 減碼 |
| Vista Wealth Management Group, LLC | 14,948 | $6.43 萬 | 0.01% | +12+0.1% | 加碼 |
| Henry James International Management, Inc. | 14,918 | $6.41 萬 | 0.03% | +444+3.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,753 | $6.34 萬 | 0.01% | +248+1.7% | 加碼 |
| Lindbrook Capital, LLC | 14,070 | $6.05 萬 | 0.01% | +633+4.7% | 加碼 |
| Fox Run Management, L.L.C. | 13,910 | $5.98 萬 | 0.02% | +13,910 | 新進 |
| FourThought Financial Partners, LLC | 13,458 | $5.79 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 13,413 | $5.77 萬 | 0.00% | +887+7.1% | 加碼 |
| State Street Corp | 13,395 | $5.76 萬 | 0.00% | −8,878−39.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,135 | $5.61 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 12,930 | $5.60 萬 | 0.00% | −4,754−26.9% | 減碼 |
| Pathstone Family Office, LLC | 11,774 | $5.59 萬 | 0.00% | −18,602−61.2% | 減碼 |
| Wallace Advisory Group, LLC | 12,883 | $5.54 萬 | 0.04% | +12,883 | 新進 |
| We Are One Seven, LLC | 12,840 | $5.52 萬 | 0.00% | −352−2.7% | 減碼 |
| Capital Asset Advisory Services LLC | 12,232 | $5.26 萬 | 0.00% | −6,150−33.5% | 減碼 |
| Quantbot Technologies LP | 12,093 | $5.20 萬 | 0.00% | −17,092−58.6% | 減碼 |
| Onyx Bridge Wealth Group LLC | 11,850 | $5.10 萬 | 0.02% | +11,850 | 新進 |
| Moreno Evelyn V | 11,691 | $5.03 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 11,413 | $4.91 萬 | 0.00% | +1,386+13.8% | 加碼 |
| Raymond James Trust N.A. | 11,390 | $4.90 萬 | 0.00% | +341+3.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,205 | $4.82 萬 | 0.02% | +890+8.6% | 加碼 |
| Relative Value Partners Group, LLC | 11,000 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,317 | $4.68 萬 | 0.00% | −9,926−65.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,692 | $4.60 萬 | 0.01% | −32−0.3% | 減碼 |
| Jane Street Group, LLC | 10,617 | $4.57 萬 | 0.00% | −76,900−87.9% | 減碼 |
| Glenview Trust Co | 10,577 | $4.55 萬 | 0.00% | +10,577 | 新進 |
| PDS Planning, Inc | 10,519 | $4.52 萬 | 0.01% | +10,519 | 新進 |
| Five Oceans Advisors | 10,123 | $4.35 萬 | 0.03% | −6−0.1% | 減碼 |
| Angeles Wealth Management, LLC | 10,003 | $4.30 萬 | 0.01% | −1,030−9.3% | 減碼 |
| Quantinno Capital Management LP | 10,087 | $4.30 萬 | 0.00% | −28−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,834 | $4.23 萬 | 0.00% | −6,481−39.7% | 減碼 |
| Spire Wealth Management | 8,948 | $3.85 萬 | 0.00% | +3,078+52.4% | 加碼 |
| Belpointe Asset Management LLC | 8,625 | $3.71 萬 | 0.00% | +8,360+3,154.7% | 加碼 |
| Bokf, NA | 8,093 | $3.48 萬 | 0.00% | −5,823−41.8% | 減碼 |
| Fortis Capital Advisors, LLC | 7,950 | $3.42 萬 | 0.02% | +7,950 | 新進 |
| Federation des caisses Desjardins du Quebec | 7,730 | $3.32 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,706 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 5,900 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 5,301 | $2.28 萬 | 0.00% | +82+1.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,164 | $2.22 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 3,992 | $1.72 萬 | 0.00% | −904−18.5% | 減碼 |
| Ronald Blue Trust, Inc. | 3,161 | $1.60 萬 | 0.00% | −6,541−67.4% | 減碼 |
| Allworth Financial LP | 3,341 | $1.44 萬 | 0.00% | −89−2.6% | 減碼 |
| WealthPLAN Partners, LLC | 2,815 | $1.21 萬 | 0.00% | +2,815 | 新進 |
| Glassman Wealth Services | 2,775 | $1.19 萬 | 0.00% | −65−2.3% | 減碼 |
| Fifth Third Bancorp | 2,750 | $1.18 萬 | 0.00% | +660+31.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,427 | $1.00 萬 | 0.00% | −5,389−68.9% | 減碼 |
| Advisory Services Network, LLC | 1,973 | $8,484 | 0.00% | +1,591+416.5% | 加碼 |
| Umb Bank N A | 1,446 | $6,218 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,319 | $5,672 | 0.00% | −221−14.4% | 減碼 |
| Ameritas Advisory Services, LLC | 1,068 | $4,797 | 0.00% | +1,068 | 新進 |
| GWM Advisors LLC | 1,014 | $4,361 | 0.00% | +6+0.6% | 加碼 |
| Montag A & Associates Inc | 1,013 | $4,356 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 970 | $4,171 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 964 | $4,145 | 0.00% | +964 | 新進 |
| Harbour Investments, Inc. | 952 | $4,094 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 968 | $4,000 | 0.00% | −39−3.9% | 減碼 |