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。
2024 年第 1 季 13F 持有人
Aegon Ltd. 在 2024/3/31 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
- 220
- 較 2023 年第 4 季 +8 家
- 持有股數
- 1.75 億
- 較 2023 年第 4 季 −685.4 萬 (−3.8%)
- 總市值
- $10.6 億
- 較 2023 年第 4 季 +$1,131 萬 (+1.1%)
- 新進機構
- 33
- 另有 68 家加碼
- 清倉機構
- 25
- 另有 58 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 24,025 | $14.5 萬 | 0.00% | +1,208+5.3% | 加碼 |
| CAPROCK Group, Inc. | 23,796 | $14.4 萬 | 0.01% | −148−0.6% | 減碼 |
| Sage Rhino Capital LLC | 22,894 | $13.9 萬 | 0.03% | +457+2.0% | 加碼 |
| Engineers Gate Manager LP | 22,872 | $13.8 萬 | 0.00% | −18,103−44.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 21,781 | $13.2 萬 | 0.00% | +2,002+10.1% | 加碼 |
| XTX Topco Ltd | 21,096 | $12.8 萬 | 0.02% | −47,908−69.4% | 減碼 |
| AE Wealth Management LLC | 20,284 | $12.3 萬 | 0.00% | −453−2.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 20,098 | $12.2 萬 | 0.01% | +20,098 | 新進 |
| Syon Capital LLC | 19,906 | $12.0 萬 | 0.01% | +1,319+7.1% | 加碼 |
| Deutsche Bank AG | 19,691 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 19,232 | $11.6 萬 | 0.00% | +1,374+7.7% | 加碼 |
| TownSquare Capital, LLC | 19,228 | $11.6 萬 | 0.00% | +1,381+7.7% | 加碼 |
| Parallel Advisors, LLC | 18,766 | $11.4 萬 | 0.00% | +1,163+6.6% | 加碼 |
| Brinker Capital Investments, LLC | 18,372 | $11.1 萬 | 0.00% | −372−2.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 18,372 | $11.1 萬 | 0.00% | −372−2.0% | 減碼 |
| Cetera Investment Advisers | 17,930 | $10.8 萬 | 0.00% | +17,930 | 新進 |
| Franklin Street Advisors Inc | 17,551 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 17,282 | $10.5 萬 | 0.00% | +5,324+44.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,066 | $10.3 萬 | 0.00% | +7,316+75.0% | 加碼 |
| Clarius Group, LLC | 17,047 | $10.3 萬 | 0.01% | −2,353−12.1% | 減碼 |
| Emergent Wealth Advisors, LLC | 16,500 | $9.98 萬 | 0.09% | −25,500−60.7% | 減碼 |
| Schechter Investment Advisors, LLC | 16,228 | $9.82 萬 | 0.01% | −73,530−81.9% | 減碼 |
| Forum Financial Management, LP | 16,019 | $9.69 萬 | 0.00% | 00.0% | 不變 |
| Glenview Trust Co | 15,828 | $9.58 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 15,301 | $9.26 萬 | 0.00% | +1,717+12.6% | 加碼 |
| Boit C F David | 14,695 | $9.17 萬 | 0.05% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 15,044 | $9.10 萬 | 0.00% | +2,729+22.2% | 加碼 |
| Vista Wealth Management Group, LLC | 14,875 | $9.00 萬 | 0.01% | −267−1.8% | 減碼 |
| AQR Capital Management LLC | 14,647 | $8.86 萬 | 0.00% | +14,647 | 新進 |
| Lindbrook Capital, LLC | 14,637 | $8.86 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 14,354 | $8.70 萬 | 0.00% | +14,354 | 新進 |
| Checchi Capital Advisers, LLC | 13,581 | $8.22 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 13,458 | $8.14 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,085 | $7.92 萬 | 0.00% | −310−2.3% | 減碼 |
| Janney Montgomery Scott LLC | 13,130 | $7.90 萬 | 0.00% | −6,221−32.1% | 減碼 |
| M&T Bank Corp | 13,048 | $7.87 萬 | 0.00% | +2,633+25.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 12,143 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 12,058 | $7.30 萬 | 0.00% | +155+1.3% | 加碼 |
| Captrust Financial Advisors | 11,777 | $7.13 萬 | 0.00% | −13,255−53.0% | 減碼 |
| Two Sigma Securities, LLC | 11,622 | $7.03 萬 | 0.00% | +11,622 | 新進 |
| PDS Planning, Inc | 11,423 | $6.91 萬 | 0.01% | +478+4.4% | 加碼 |
| Squarepoint Ops LLC | 11,345 | $6.86 萬 | 0.00% | +11,345 | 新進 |
| Optas, LLC | 11,119 | $6.73 萬 | 0.02% | −171−1.5% | 減碼 |
| Raymond James Trust N.A. | 11,049 | $6.68 萬 | 0.00% | 00.0% | 不變 |
| Camden Capital, LLC | 10,790 | $6.53 萬 | 0.01% | +53+0.5% | 加碼 |
| RSM US Wealth Management LLC | 10,686 | $6.46 萬 | 0.00% | +10,686 | 新進 |
| Perigon Wealth Management, LLC | 10,524 | $6.37 萬 | 0.00% | +10,524 | 新進 |
| Canopy Partners, LLC | 10,434 | $6.31 萬 | 0.03% | +10,434 | 新進 |
| Boston Private Wealth LLC | 10,286 | $6.22 萬 | 0.00% | +10,286 | 新進 |
| Ieq Capital, LLC | 10,137 | $6.13 萬 | 0.00% | +10,137 | 新進 |
| Five Oceans Advisors | 10,137 | $6.13 萬 | 0.03% | −6−0.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 8,297 | $4.99 萬 | 0.00% | +8,297 | 新進 |
| Bokf, NA | 8,093 | $4.86 萬 | 0.00% | −2,161−21.1% | 減碼 |
| Advisor Group Holdings, Inc. | 7,844 | $4.75 萬 | 0.00% | −12,664−61.8% | 減碼 |
| Allworth Financial LP | 7,660 | $4.63 萬 | 0.00% | −541−6.6% | 減碼 |
| CKW Financial Group | 5,900 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.16 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 4,633 | $2.80 萬 | 0.00% | +4,633 | 新進 |
| Bell Investment Advisors, Inc | 4,301 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,114 | $2.54 萬 | 0.00% | +2,905+240.3% | 加碼 |
| Citigroup Inc | 4,193 | $2.54 萬 | 0.00% | −267−6.0% | 減碼 |
| Ronald Blue Trust, Inc. | 3,982 | $2.41 萬 | 0.00% | −8,087−67.0% | 減碼 |
| Massmutual Trust Co FSB | 3,707 | $2.24 萬 | 0.00% | +49+1.3% | 加碼 |
| Russell Investments Group, Ltd. | 3,244 | $1.96 萬 | 0.00% | +3,244 | 新進 |
| CWM, LLC | 3,119 | $1.90 萬 | 0.00% | +956+44.2% | 加碼 |
| Proequities, Inc. | 2,982 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,900 | $1.75 萬 | 0.00% | +2,900 | 新進 |
| GAMMA Investing LLC | 2,838 | $1.72 萬 | 0.00% | +1,658+140.5% | 加碼 |
| Umb Bank N A | 2,729 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 2,660 | $1.61 萬 | 0.00% | +374+16.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,311 | $1.40 萬 | 0.00% | +2,311 | 新進 |
| Tyler-Stone Wealth Management | 1,994 | $1.21 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,907 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,750 | $1.06 萬 | 0.00% | +1,390+386.1% | 加碼 |
| Zions Bancorporation, N.A. | 1,707 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,699 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,499 | $9,069 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,270 | $8,000 | 0.00% | −150,271−99.2% | 減碼 |
| Wetzel Investment Advisors, Inc. | 1,330 | $7,834 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,200 | $7,248 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,144 | $6,922 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 964 | $5,832 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 671 | $4,059 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 628 | $3,800 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 625 | $3,800 | 0.00% | +625 | 新進 |
| Parkside Financial Bank & Trust | 578 | $3,497 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 566 | $3,422 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 518 | $3,134 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 418 | $3,000 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 469 | $2,837 | 0.00% | +469 | 新進 |
| Steward Partners Investment Advisory, LLC | 378 | $2,287 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 369 | $2,232 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 354 | $2,142 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 332 | $2,009 | 0.00% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 333 | $2,000 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 321 | $1,929 | 0.00% | +137+74.5% | 加碼 |
| IFP Advisors, Inc | 317 | $1,918 | 0.00% | 00.0% | 不變 |