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 4 季 13F 持有人
Aegon Ltd. 在 2024/12/31 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
- 254
- 較 2024 年第 3 季 +18 家
- 持有股數
- 1.81 億
- 較 2024 年第 3 季 +745.0 萬 (+4.3%)
- 總市值
- $10.6 億
- 較 2024 年第 3 季 −$4,712 萬 (−4.2%)
- 新進機構
- 32
- 另有 67 家加碼
- 清倉機構
- 14
- 另有 89 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State Street Corp | 13,085 | $7.71 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 13,458 | $7.93 萬 | 0.01% | +13,458 | 新進 |
| Checchi Capital Advisers, LLC | 13,581 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 13,672 | $8.05 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 14,184 | $8.35 萬 | 0.00% | −76,123−84.3% | 減碼 |
| Henry James International Management, Inc. | 14,374 | $8.47 萬 | 0.03% | +231+1.6% | 加碼 |
| Ieq Capital, LLC | 14,683 | $8.65 萬 | 0.00% | −63−0.4% | 減碼 |
| Boit C F David | 14,695 | $8.66 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 14,784 | $8.71 萬 | 0.00% | −517−3.4% | 減碼 |
| BCJ Capital Management, LLC | 15,560 | $9.16 萬 | 0.01% | −944−5.7% | 減碼 |
| Franklin Street Advisors Inc | 15,551 | $9.20 萬 | 0.01% | −2,000−11.4% | 減碼 |
| Wrapmanager Inc | 15,703 | $9.25 萬 | 0.02% | −3,829−19.6% | 減碼 |
| Vista Wealth Management Group, LLC | 15,972 | $9.41 萬 | 0.01% | +565+3.7% | 加碼 |
| Guggenheim Capital LLC | 16,324 | $9.61 萬 | 0.00% | −31−0.2% | 減碼 |
| Emergent Wealth Advisors, LLC | 16,500 | $9.72 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 17,064 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 17,757 | $10.5 萬 | 0.01% | +2,142+13.7% | 加碼 |
| Glenmede Trust Co NA | 18,385 | $10.8 萬 | 0.00% | −538−2.8% | 減碼 |
| Yousif Capital Management, LLC | 18,575 | $10.9 萬 | 0.00% | −13,800−42.6% | 減碼 |
| Syon Capital LLC | 19,060 | $11.2 萬 | 0.01% | −3,348−14.9% | 減碼 |
| Forum Financial Management, LP | 19,189 | $11.3 萬 | 0.00% | +5,557+40.8% | 加碼 |
| Brinker Capital Investments, LLC | 20,015 | $11.8 萬 | 0.00% | +2,170+12.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 20,015 | $11.8 萬 | 0.00% | +2,170+12.2% | 加碼 |
| AE Wealth Management LLC | 20,284 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 20,284 | $12.1 萬 | 0.00% | +44+0.2% | 加碼 |
| Parallel Advisors, LLC | 20,501 | $12.1 萬 | 0.00% | +3,243+18.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 20,591 | $12.1 萬 | 0.01% | −1,125−5.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 20,900 | $12.3 萬 | 0.00% | +20,900 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,329 | $12.6 萬 | 0.00% | +6,733+46.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 21,856 | $12.9 萬 | 0.03% | −296−1.3% | 減碼 |
| Principal Street Partners, LLC | 22,469 | $13.2 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 22,608 | $13.3 萬 | 0.00% | −138−0.6% | 減碼 |
| Sage Rhino Capital LLC | 22,708 | $13.4 萬 | 0.03% | −107−0.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,546 | $13.9 萬 | 0.00% | +221+0.9% | 加碼 |
| Personal Cfo Solutions, LLC | 23,641 | $13.9 萬 | 0.03% | −1,587−6.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 24,406 | $14.4 萬 | 0.01% | +18,530+315.4% | 加碼 |
| Lake Street Advisors Group, LLC | 24,723 | $14.6 萬 | 0.01% | +837+3.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 25,107 | $15.0 萬 | 0.00% | −645−2.5% | 減碼 |
| Diversify Advisory Services, LLC | 26,449 | $15.7 萬 | 0.01% | +379+1.5% | 加碼 |
| NFP Retirement, Inc. | 27,938 | $16.5 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 28,168 | $16.6 萬 | 0.00% | −8,516−23.2% | 減碼 |
| Eqis Capital Management, Inc. | 28,418 | $16.7 萬 | 0.01% | −707−2.4% | 減碼 |
| Truist Financial Corp | 28,696 | $16.9 萬 | 0.00% | −4,398−13.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Claro Advisors LLC | 29,451 | $17.3 萬 | 0.02% | −281−0.9% | 減碼 |
| United Capital Financial Advisers, LLC | 29,521 | $17.4 萬 | 0.00% | −3,324−10.1% | 減碼 |
| Stock Yards Bank & Trust Co | 31,624 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 33,454 | $19.7 萬 | 0.01% | +33,454 | 新進 |
| Contravisory Investment Management, Inc. | 33,830 | $19.9 萬 | 0.04% | +27+0.1% | 加碼 |
| Legacy Capital Group California, Inc. | 34,103 | $20.1 萬 | 0.06% | +18+0.1% | 加碼 |
| Cary Street Partners Financial LLC | 35,061 | $20.7 萬 | 0.01% | +35,061 | 新進 |
| Ar Asset Management Inc | 36,691 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Savant Capital, LLC | 37,744 | $22.2 萬 | 0.00% | +2,275+6.4% | 加碼 |
| Central Pacific Bank - Trust Division | 38,800 | $22.9 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 39,236 | $23.1 萬 | 0.00% | −4,408−10.1% | 減碼 |
| CAPROCK Group, Inc. | 39,468 | $23.2 萬 | 0.01% | −1,822−4.4% | 減碼 |
| Barclays PLC | 40,000 | $23.6 萬 | 0.00% | +40,000 | 新進 |
| Susquehanna International Group, LLP | 43,821 | $25.8 萬 | 0.00% | −121,838−73.5% | 減碼 |
| Bank of Montreal | 44,504 | $26.2 萬 | 0.00% | −4,645−9.5% | 減碼 |
| Evergreen Capital Management LLC | 44,976 | $26.5 萬 | 0.01% | −5,473−10.8% | 減碼 |
| Clearstead Advisors, LLC | 45,710 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Atria Investments LLC | 46,195 | $27.2 萬 | 0.00% | −23,640−33.9% | 減碼 |
| Ritholtz Wealth Management | 49,328 | $29.1 萬 | 0.01% | −745−1.5% | 減碼 |
| Quadrant Capital Group LLC | 49,806 | $29.3 萬 | 0.02% | −1,906−3.7% | 減碼 |
| Ellevest, Inc. | 56,505 | $33.3 萬 | 0.02% | −7,224−11.3% | 減碼 |
| CI Private Wealth, LLC | 56,930 | $33.5 萬 | 0.00% | −2,558−4.3% | 減碼 |
| Miller Investment Management, LP | 57,015 | $33.6 萬 | 0.04% | 00.0% | 不變 |
| Ballentine Partners, LLC | 57,909 | $34.1 萬 | 0.01% | −4,335−7.0% | 減碼 |
| Cetera Investment Advisers | 58,575 | $34.5 萬 | 0.00% | −2,449−4.0% | 減碼 |
| Highland Capital Management, LLC | 64,027 | $37.7 萬 | 0.02% | −1,825−2.8% | 減碼 |
| AQR Capital Management LLC | 64,978 | $38.3 萬 | 0.00% | +791+1.2% | 加碼 |
| Quantbot Technologies LP | 65,298 | $38.5 萬 | 0.01% | −49,178−43.0% | 減碼 |
| Fulton Bank, N.A. | 67,451 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 68,009 | $40.1 萬 | 0.00% | −42,506−38.5% | 減碼 |
| Colony Group, LLC | 69,850 | $41.1 萬 | 0.00% | +54,139+344.6% | 加碼 |
| AdvisorShares Investments LLC | 70,715 | $41.7 萬 | 0.08% | −10,390−12.8% | 減碼 |
| JPMorgan Chase & Co | 71,189 | $41.9 萬 | 0.00% | +30,296+74.1% | 加碼 |
| LPL Financial LLC | 72,000 | $42.4 萬 | 0.00% | +3,039+4.4% | 加碼 |
| SG Americas Securities, LLC | 74,288 | $43.8 萬 | 0.00% | −2,515−3.3% | 減碼 |
| Royal Bank of Canada | 75,525 | $44.5 萬 | 0.00% | −11,142−12.9% | 減碼 |
| Russell Investments Group, Ltd. | 76,168 | $44.9 萬 | 0.00% | +2,241+3.0% | 加碼 |
| Squarepoint Ops LLC | 80,179 | $47.2 萬 | 0.00% | +68,054+561.3% | 加碼 |
| Ameriprise Financial Inc | 80,684 | $47.5 萬 | 0.00% | +1,342+1.7% | 加碼 |
| Quantinno Capital Management LP | 82,238 | $48.4 萬 | 0.00% | −67,856−45.2% | 減碼 |
| OLIO Financial Planning | 84,149 | $49.6 萬 | 0.17% | +84,149 | 新進 |
| Natixis Advisors, L.P. | 84,250 | $49.6 萬 | 0.00% | −2,365−2.7% | 減碼 |
| First Trust Advisors LP | 87,979 | $51.8 萬 | 0.00% | +87,979 | 新進 |
| Mercer Global Advisors Inc | 88,159 | $51.9 萬 | 0.00% | +18,434+26.4% | 加碼 |
| QRG Capital Management, Inc. | 88,413 | $52.1 萬 | 0.01% | +5,190+6.2% | 加碼 |
| TownSquare Capital, LLC | 89,321 | $52.6 萬 | 0.01% | +410+0.5% | 加碼 |
| Rhumbline Advisers | 90,689 | $53.4 萬 | 0.00% | −11,015−10.8% | 減碼 |
| Pathstone Holdings, LLC | 101,065 | $59.5 萬 | 0.00% | −2,031−2.0% | 減碼 |
| Wealthstar Advisors, LLC | 102,086 | $60.1 萬 | 0.26% | +102,086 | 新進 |
| RSM US Wealth Management LLC | 103,388 | $60.6 萬 | 0.01% | −1,650−1.6% | 減碼 |
| National Bank of Canada | 107,065 | $63.1 萬 | 0.00% | −31,671−22.8% | 減碼 |
| JustInvest LLC | 109,368 | $64.4 萬 | 0.01% | +6,603+6.4% | 加碼 |
| Two Sigma Investments, LP | 109,514 | $64.5 萬 | 0.00% | +109,514 | 新進 |
| Diversify Wealth Management, LLC | 109,220 | $64.9 萬 | 0.05% | +18,084+19.8% | 加碼 |
| XTX Topco Ltd | 110,423 | $65.0 萬 | 0.05% | +17,293+18.6% | 加碼 |
| Acadian Asset Management LLC | 118,607 | $69.8 萬 | 0.00% | +118,607 | 新進 |