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 3 季 13F 持有人
Aegon Ltd. 在 2024/9/30 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
- 237
- 較 2024 年第 2 季 +6 家
- 持有股數
- 1.76 億
- 較 2024 年第 2 季 +725.7 萬 (+4.3%)
- 總市值
- $11.3 億
- 較 2024 年第 2 季 +$9,452 萬 (+9.1%)
- 新進機構
- 24
- 另有 79 家加碼
- 清倉機構
- 18
- 另有 75 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 16,355 | $10.5 萬 | 0.00% | −27−0.2% | 減碼 |
| Emergent Wealth Advisors, LLC | 16,500 | $10.5 萬 | 0.08% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 16,504 | $10.5 萬 | 0.01% | −3,792−18.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 17,064 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 17,258 | $11.0 萬 | 0.00% | −1,179−6.4% | 減碼 |
| Franklin Street Advisors Inc | 17,551 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 18,249 | $11.4 萬 | 0.00% | +18,249 | 新進 |
| Brinker Capital Investments, LLC | 17,845 | $11.4 萬 | 0.00% | −648−3.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 17,845 | $11.4 萬 | 0.00% | −648−3.5% | 減碼 |
| Glenmede Trust Co NA | 18,923 | $12.1 萬 | 0.00% | −1,720−8.3% | 減碼 |
| Wrapmanager Inc | 19,532 | $12.5 萬 | 0.03% | −6,035−23.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 20,240 | $12.9 萬 | 0.00% | +3,863+23.6% | 加碼 |
| AE Wealth Management LLC | 20,284 | $13.0 萬 | 0.00% | −291−1.4% | 減碼 |
| Principal Street Partners, LLC | 22,469 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 21,716 | $13.9 萬 | 0.01% | +6,776+45.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 22,152 | $14.2 萬 | 0.03% | −6,307−22.2% | 減碼 |
| Syon Capital LLC | 22,408 | $14.3 萬 | 0.01% | +2,445+12.2% | 加碼 |
| Point72 Asset Management, L.P. | 22,529 | $14.4 萬 | 0.00% | −68,571−75.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,746 | $14.5 萬 | 0.00% | −40.0% | 減碼 |
| Sage Rhino Capital LLC | 22,815 | $14.6 萬 | 0.03% | −94−0.4% | 減碼 |
| Optas, LLC | 22,908 | $14.6 萬 | 0.03% | +11,719+104.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,325 | $14.9 萬 | 0.00% | −271−1.1% | 減碼 |
| Lake Street Advisors Group, LLC | 23,886 | $15.3 萬 | 0.01% | −23−0.1% | 減碼 |
| Personal Cfo Solutions, LLC | 25,228 | $16.1 萬 | 0.02% | +1,311+5.5% | 加碼 |
| Engineers Gate Manager LP | 25,668 | $16.4 萬 | 0.00% | −4,041−13.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 25,752 | $16.5 萬 | 0.00% | +17,588+215.4% | 加碼 |
| Diversify Advisory Services, LLC | 26,070 | $16.9 萬 | 0.01% | +26,070 | 新進 |
| NFP Retirement, Inc. | 27,938 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 29,125 | $18.6 萬 | 0.01% | +351+1.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Claro Advisors LLC | 29,732 | $19.0 萬 | 0.02% | +479+1.6% | 加碼 |
| RBF Capital, LLC | 30,000 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 31,624 | $20.2 萬 | 0.01% | −14,835−31.9% | 減碼 |
| Yousif Capital Management, LLC | 32,375 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 32,845 | $21.0 萬 | 0.00% | −1,065−3.1% | 減碼 |
| Truist Financial Corp | 33,094 | $21.1 萬 | 0.00% | +15,369+86.7% | 加碼 |
| Contravisory Investment Management, Inc. | 33,803 | $21.6 萬 | 0.05% | +33,803 | 新進 |
| Legacy Capital Group California, Inc. | 34,085 | $21.8 萬 | 0.07% | +34,085 | 新進 |
| Cary Street Partner Investment Advisory LLC | 34,800 | $22.2 萬 | 0.01% | +308+0.9% | 加碼 |
| Savant Capital, LLC | 35,469 | $22.7 萬 | 0.00% | +847+2.4% | 加碼 |
| Franklin Resources Inc | 36,684 | $23.0 萬 | 0.00% | +188+0.5% | 加碼 |
| Ar Asset Management Inc | 36,691 | $23.4 萬 | 0.05% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 38,800 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 40,000 | $25.5 萬 | 0.12% | +40,000 | 新進 |
| JPMorgan Chase & Co | 40,893 | $26.1 萬 | 0.00% | −107,182−72.4% | 減碼 |
| CAPROCK Group, Inc. | 41,290 | $26.4 萬 | 0.01% | −9,722−19.1% | 減碼 |
| Commonwealth Equity Services, LLC | 43,644 | $27.9 萬 | 0.00% | +692+1.6% | 加碼 |
| Clearstead Advisors, LLC | 45,710 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 47,174 | $30.1 萬 | 0.01% | +46,165+4,575.3% | 加碼 |
| Bank of Montreal | 49,149 | $31.4 萬 | 0.00% | +1,197+2.5% | 加碼 |
| Ritholtz Wealth Management | 50,073 | $32.0 萬 | 0.01% | −590−1.2% | 減碼 |
| Evergreen Capital Management LLC | 50,449 | $32.2 萬 | 0.01% | +932+1.9% | 加碼 |
| Quadrant Capital Group LLC | 51,712 | $33.0 萬 | 0.02% | +1,501+3.0% | 加碼 |
| Miller Investment Management, LP | 57,015 | $36.4 萬 | 0.04% | 00.0% | 不變 |
| CI Private Wealth, LLC | 59,488 | $38.0 萬 | 0.00% | +859+1.5% | 加碼 |
| Cetera Investment Advisers | 61,024 | $39.0 萬 | 0.00% | −3,417−5.3% | 減碼 |
| Ballentine Partners, LLC | 62,244 | $39.8 萬 | 0.01% | −3,042−4.7% | 減碼 |
| Ellevest, Inc. | 63,729 | $40.7 萬 | 0.02% | −4,697−6.9% | 減碼 |
| AQR Capital Management LLC | 64,187 | $41.0 萬 | 0.00% | +31,614+97.1% | 加碼 |
| Highland Capital Management, LLC | 65,852 | $42.1 萬 | 0.02% | −146−0.2% | 減碼 |
| Fulton Bank, N.A. | 67,451 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 69,725 | $43.4 萬 | 0.00% | −357−0.5% | 減碼 |
| LPL Financial LLC | 68,961 | $44.1 萬 | 0.00% | −8,292−10.7% | 減碼 |
| Atria Investments LLC | 69,835 | $44.6 萬 | 0.01% | −1,273−1.8% | 減碼 |
| Russell Investments Group, Ltd. | 73,927 | $47.2 萬 | 0.00% | +2,091+2.9% | 加碼 |
| SG Americas Securities, LLC | 76,803 | $49.1 萬 | 0.00% | +207+0.3% | 加碼 |
| Ameriprise Financial Inc | 79,342 | $50.7 萬 | 0.00% | +9,029+12.8% | 加碼 |
| AdvisorShares Investments LLC | 81,105 | $51.8 萬 | 0.10% | −5,195−6.0% | 減碼 |
| QRG Capital Management, Inc. | 83,223 | $53.2 萬 | 0.01% | +2,676+3.3% | 加碼 |
| Cresset Asset Management, LLC | 85,238 | $54.5 萬 | 0.00% | +9,641+12.8% | 加碼 |
| Natixis Advisors, L.P. | 86,615 | $55.3 萬 | 0.00% | −13,401−13.4% | 減碼 |
| Ronald Blue Trust, Inc. | 90,307 | $55.4 萬 | 0.01% | +65,873+269.6% | 加碼 |
| Royal Bank of Canada | 86,667 | $55.4 萬 | 0.00% | +4,142+5.0% | 加碼 |
| Veriti Management LLC | 88,873 | $56.8 萬 | 0.03% | −2,502−2.7% | 減碼 |
| TownSquare Capital, LLC | 88,911 | $56.8 萬 | 0.01% | +1,976+2.3% | 加碼 |
| Diversify Wealth Management, LLC | 91,136 | $58.3 萬 | 0.06% | +5,472+6.4% | 加碼 |
| UBS Group AG | 91,696 | $58.6 萬 | 0.00% | +76,702+511.6% | 加碼 |
| XTX Topco Ltd | 93,130 | $59.5 萬 | 0.04% | +93,130 | 新進 |
| Rhumbline Advisers | 101,704 | $65.0 萬 | 0.00% | +3,210+3.3% | 加碼 |
| RSM US Wealth Management LLC | 105,038 | $65.3 萬 | 0.01% | +675+0.6% | 加碼 |
| JustInvest LLC | 102,765 | $65.7 萬 | 0.01% | +4,309+4.4% | 加碼 |
| Pathstone Holdings, LLC | 103,096 | $65.9 萬 | 0.00% | −410.0% | 減碼 |
| Charles Schwab Investment Management Inc | 106,946 | $68.3 萬 | 0.00% | −4,910−4.4% | 減碼 |
| Kestra Advisory Services, LLC | 110,515 | $70.6 萬 | 0.00% | −9,743−8.1% | 減碼 |
| Quantbot Technologies LP | 114,476 | $73.2 萬 | 0.03% | +7,392+6.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 123,947 | $79.2 萬 | 0.01% | +1,870+1.5% | 加碼 |
| Bank of New York Mellon Corp | 128,480 | $82.1 萬 | 0.00% | +7,397+6.1% | 加碼 |
| Signaturefd, LLC | 132,797 | $84.9 萬 | 0.02% | −1,378−1.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 133,949 | $85.6 萬 | 0.04% | +18,571+16.1% | 加碼 |
| National Bank of Canada | 138,736 | $88.7 萬 | 0.00% | +8,675+6.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 143,884 | $90.1 萬 | 0.01% | +2,894+2.1% | 加碼 |
| HRT Financial LP | 141,780 | $90.5 萬 | 0.00% | +141,780 | 新進 |
| First Hawaiian Bank | 148,200 | $94.7 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 149,032 | $95.2 萬 | 0.00% | +49,182+49.3% | 加碼 |
| Quantinno Capital Management LP | 150,094 | $95.9 萬 | 0.01% | −54,756−26.7% | 減碼 |
| Greenleaf Trust | 154,518 | $98.7 萬 | 0.01% | +210+0.1% | 加碼 |
| Mariner, LLC | 159,082 | $101.7 萬 | 0.00% | +5,082+3.3% | 加碼 |
| Susquehanna International Group, LLP | 165,659 | $105.9 萬 | 0.00% | +125,826+315.9% | 加碼 |
| Vanguard Group Inc | 171,848 | $109.8 萬 | 0.00% | −50.0% | 減碼 |
| Old Mission Capital LLC | 186,887 | $119.4 萬 | 0.03% | −66,804−26.3% | 減碼 |