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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 38,800 | $22.9 萬 | 0.03% | 00.0% | 不變 |
| Savant Capital, LLC | 37,744 | $22.2 萬 | 0.00% | +2,275+6.4% | 加碼 |
| Ar Asset Management Inc | 36,691 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 35,061 | $20.7 萬 | 0.01% | +35,061 | 新進 |
| Legacy Capital Group California, Inc. | 34,103 | $20.1 萬 | 0.06% | +18+0.1% | 加碼 |
| Contravisory Investment Management, Inc. | 33,830 | $19.9 萬 | 0.04% | +27+0.1% | 加碼 |
| Graham Capital Management, L.P. | 33,454 | $19.7 萬 | 0.01% | +33,454 | 新進 |
| Stock Yards Bank & Trust Co | 31,624 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 29,521 | $17.4 萬 | 0.00% | −3,324−10.1% | 減碼 |
| Claro Advisors LLC | 29,451 | $17.3 萬 | 0.02% | −281−0.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 28,696 | $16.9 萬 | 0.00% | −4,398−13.3% | 減碼 |
| Eqis Capital Management, Inc. | 28,418 | $16.7 萬 | 0.01% | −707−2.4% | 減碼 |
| Franklin Resources Inc | 28,168 | $16.6 萬 | 0.00% | −8,516−23.2% | 減碼 |
| NFP Retirement, Inc. | 27,938 | $16.5 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 26,449 | $15.7 萬 | 0.01% | +379+1.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 25,107 | $15.0 萬 | 0.00% | −645−2.5% | 減碼 |
| Lake Street Advisors Group, LLC | 24,723 | $14.6 萬 | 0.01% | +837+3.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 24,406 | $14.4 萬 | 0.01% | +18,530+315.4% | 加碼 |
| Personal Cfo Solutions, LLC | 23,641 | $13.9 萬 | 0.03% | −1,587−6.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,546 | $13.9 萬 | 0.00% | +221+0.9% | 加碼 |
| Sage Rhino Capital LLC | 22,708 | $13.4 萬 | 0.03% | −107−0.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,608 | $13.3 萬 | 0.00% | −138−0.6% | 減碼 |
| Principal Street Partners, LLC | 22,469 | $13.2 萬 | 0.03% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 21,856 | $12.9 萬 | 0.03% | −296−1.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,329 | $12.6 萬 | 0.00% | +6,733+46.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 20,900 | $12.3 萬 | 0.00% | +20,900 | 新進 |
| Campbell & CO Investment Adviser LLC | 20,591 | $12.1 萬 | 0.01% | −1,125−5.2% | 減碼 |
| Parallel Advisors, LLC | 20,501 | $12.1 萬 | 0.00% | +3,243+18.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,284 | $12.1 萬 | 0.00% | +44+0.2% | 加碼 |
| AE Wealth Management LLC | 20,284 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Forum Financial Management, LP | 19,189 | $11.3 萬 | 0.00% | +5,557+40.8% | 加碼 |
| Syon Capital LLC | 19,060 | $11.2 萬 | 0.01% | −3,348−14.9% | 減碼 |
| Yousif Capital Management, LLC | 18,575 | $10.9 萬 | 0.00% | −13,800−42.6% | 減碼 |
| Glenmede Trust Co NA | 18,385 | $10.8 萬 | 0.00% | −538−2.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 17,757 | $10.5 萬 | 0.01% | +2,142+13.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,064 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 16,500 | $9.72 萬 | 0.07% | 00.0% | 不變 |
| Guggenheim Capital LLC | 16,324 | $9.61 萬 | 0.00% | −31−0.2% | 減碼 |
| Vista Wealth Management Group, LLC | 15,972 | $9.41 萬 | 0.01% | +565+3.7% | 加碼 |
| Wrapmanager Inc | 15,703 | $9.25 萬 | 0.02% | −3,829−19.6% | 減碼 |
| Franklin Street Advisors Inc | 15,551 | $9.20 萬 | 0.01% | −2,000−11.4% | 減碼 |
| BCJ Capital Management, LLC | 15,560 | $9.16 萬 | 0.01% | −944−5.7% | 減碼 |
| Oppenheimer & Co Inc | 14,784 | $8.71 萬 | 0.00% | −517−3.4% | 減碼 |
| Boit C F David | 14,695 | $8.66 萬 | 0.04% | 00.0% | 不變 |
| Ieq Capital, LLC | 14,683 | $8.65 萬 | 0.00% | −63−0.4% | 減碼 |
| Henry James International Management, Inc. | 14,374 | $8.47 萬 | 0.03% | +231+1.6% | 加碼 |
| Ronald Blue Trust, Inc. | 14,184 | $8.35 萬 | 0.00% | −76,123−84.3% | 減碼 |
| Clarius Group, LLC | 13,672 | $8.05 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,581 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 13,458 | $7.93 萬 | 0.01% | +13,458 | 新進 |
| State Street Corp | 13,085 | $7.71 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 13,036 | $7.68 萬 | 0.00% | +4,721+56.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 12,792 | $7.53 萬 | 0.00% | −565−4.2% | 減碼 |
| Rothschild Investment LLC | 12,067 | $7.11 萬 | 0.00% | −549−4.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,044 | $7.09 萬 | 0.00% | −3,161−20.8% | 減碼 |
| Camden Capital, LLC | 11,850 | $6.98 萬 | 0.01% | +1,240+11.7% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,512 | $6.78 萬 | 0.02% | +11,512 | 新進 |
| PDS Planning, Inc | 11,423 | $6.73 萬 | 0.01% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 10,483 | $6.61 萬 | 0.00% | −54−0.5% | 減碼 |
| Sanctuary Advisors, LLC | 10,092 | $6.61 萬 | 0.00% | −8,157−44.7% | 減碼 |
| Lindbrook Capital, LLC | 11,214 | $6.61 萬 | 0.01% | 00.0% | 不變 |
| Advisory Alpha, LLC | 11,105 | $6.54 萬 | 0.00% | +910+8.9% | 加碼 |
| Capital Asset Advisory Services LLC | 10,927 | $6.49 萬 | 0.00% | +185+1.7% | 加碼 |
| Warren Averett Asset Management, LLC | 11,000 | $6.48 萬 | 0.00% | +11,000 | 新進 |
| Janney Montgomery Scott LLC | 10,655 | $6.30 萬 | 0.00% | −459−4.1% | 減碼 |
| M&T Bank Corp | 10,657 | $6.28 萬 | 0.00% | +17+0.2% | 加碼 |
| Axxcess Wealth Management, LLC | 10,637 | $6.27 萬 | 0.00% | −105−1.0% | 減碼 |
| Burns Matteson Capital Management, LLC | 10,592 | $6.24 萬 | 0.03% | −233−2.2% | 減碼 |
| Canopy Partners, LLC | 10,434 | $6.15 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 10,410 | $6.13 萬 | 0.00% | +1,554+17.5% | 加碼 |
| Cromwell Holdings LLC | 9,692 | $5.71 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 8,551 | $5.52 萬 | 0.00% | +369+4.5% | 加碼 |
| Smartleaf Asset Management LLC | 9,184 | $5.38 萬 | 0.01% | +3,802+70.6% | 加碼 |
| GAMMA Investing LLC | 6,509 | $3.83 萬 | 0.00% | +1,234+23.4% | 加碼 |
| CKW Financial Group | 5,900 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.08 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 4,846 | $2.85 萬 | 0.00% | +4,454+1,136.2% | 加碼 |
| Citigroup Inc | 4,769 | $2.81 萬 | 0.00% | +149+3.2% | 加碼 |
| Massmutual Trust Co FSB | 4,422 | $2.60 萬 | 0.00% | +52+1.2% | 加碼 |
| Simplex Trading, LLC | 3,905 | $2.30 萬 | 0.00% | −43,269−91.7% | 減碼 |
| Bryn Mawr Trust Co | 3,827 | $2.25 萬 | 0.00% | −3,690−49.1% | 減碼 |
| CWM, LLC | 3,764 | $2.20 萬 | 0.00% | −2,306−38.0% | 減碼 |
| Clean Yield Group | 3,576 | $2.11 萬 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,565 | $2.10 萬 | 0.00% | −425−10.7% | 減碼 |
| Hexagon Capital Partners LLC | 3,084 | $1.82 萬 | 0.00% | +1,317+74.5% | 加碼 |
| Sierra Ocean, LLC | 3,026 | $1.78 萬 | 0.01% | +3,026 | 新進 |
| Provenance Wealth Advisors, LLC | 2,900 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 2,647 | $1.71 萬 | 0.00% | −674−20.3% | 減碼 |
| Umb Bank N A | 2,729 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,466 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 2,094 | $1.23 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 1,972 | $1.16 萬 | 0.00% | +1,972 | 新進 |
| Principal Securities, Inc. | 1,945 | $1.15 萬 | 0.00% | +373+23.7% | 加碼 |
| Jones Financial Companies LLLP | 1,922 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,907 | $1.12 萬 | 0.00% | 00.0% | 不變 |