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。
2025 年第 1 季 13F 持有人
Aegon Ltd. 在 2025/3/31 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
- 256
- 較 2024 年第 4 季 +6 家
- 持有股數
- 1.91 億
- 較 2024 年第 4 季 +1,005 萬 (+5.6%)
- 總市值
- $12.6 億
- 較 2024 年第 4 季 +$1.93 億 (+18.1%)
- 新進機構
- 29
- 另有 85 家加碼
- 清倉機構
- 23
- 另有 70 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 13,224 | $8.71 萬 | 0.00% | +188+1.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,395 | $8.83 萬 | 0.01% | −4,362−24.6% | 減碼 |
| FourThought Financial Partners, LLC | 13,458 | $8.87 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,581 | $8.95 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 13,672 | $9.01 萬 | 0.01% | 00.0% | 不變 |
| Flow Traders U.S. LLC | 13,849 | $9.10 萬 | 0.00% | +13,849 | 新進 |
| Burns Matteson Capital Management, LLC | 14,016 | $9.24 萬 | 0.05% | +3,424+32.3% | 加碼 |
| BCJ Capital Management, LLC | 14,113 | $9.30 萬 | 0.01% | −1,447−9.3% | 減碼 |
| Henry James International Management, Inc. | 14,349 | $9.46 萬 | 0.03% | −25−0.2% | 減碼 |
| Boit C F David | 14,695 | $9.68 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 14,784 | $9.74 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 15,040 | $9.91 萬 | 0.00% | +856+6.0% | 加碼 |
| Franklin Street Advisors Inc | 15,551 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 15,581 | $10.3 萬 | 0.02% | +15,581 | 新進 |
| Ieq Capital, LLC | 15,793 | $10.4 萬 | 0.00% | +1,110+7.6% | 加碼 |
| Johnson Investment Counsel Inc | 15,872 | $10.5 萬 | 0.00% | +15,872 | 新進 |
| Guggenheim Capital LLC | 16,143 | $10.6 萬 | 0.00% | −181−1.1% | 減碼 |
| Vista Wealth Management Group, LLC | 16,237 | $10.7 萬 | 0.01% | +265+1.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,064 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 17,478 | $11.5 萬 | 0.00% | −3,023−14.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 17,910 | $11.8 萬 | 0.00% | +17,910 | 新進 |
| Yousif Capital Management, LLC | 18,575 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 18,712 | $12.3 萬 | 0.02% | +18,712 | 新進 |
| Captrust Financial Advisors | 18,947 | $12.5 萬 | 0.00% | +18,947 | 新進 |
| Forum Financial Management, LP | 19,189 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 19,654 | $13.0 萬 | 0.00% | +19,654 | 新進 |
| Brinker Capital Investments, LLC | 19,768 | $13.0 萬 | 0.00% | −247−1.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 19,768 | $13.0 萬 | 0.00% | −247−1.2% | 減碼 |
| AE Wealth Management LLC | 20,284 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 20,284 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 20,901 | $13.8 萬 | 0.00% | +20,901 | 新進 |
| Stock Yards Bank & Trust Co | 20,907 | $13.8 萬 | 0.00% | −10,717−33.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 25,107 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 21,500 | $14.2 萬 | 0.00% | +600+2.9% | 加碼 |
| Sage Rhino Capital LLC | 21,566 | $14.2 萬 | 0.03% | −1,142−5.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,136 | $14.6 萬 | 0.00% | −472−2.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 22,339 | $14.7 萬 | 0.03% | +483+2.2% | 加碼 |
| Principal Street Partners, LLC | 22,469 | $14.8 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 23,349 | $15.4 萬 | 0.00% | −197−0.8% | 減碼 |
| Personal Cfo Solutions, LLC | 24,051 | $15.8 萬 | 0.03% | +410+1.7% | 加碼 |
| Shilanski & Associates, Inc. | 25,898 | $17.1 萬 | 0.05% | +25,898 | 新進 |
| NFP Retirement, Inc. | 27,938 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 28,017 | $18.5 萬 | 0.02% | −401−1.4% | 減碼 |
| Franklin Resources Inc | 28,427 | $18.7 萬 | 0.00% | +259+0.9% | 加碼 |
| Syon Capital LLC | 29,261 | $19.3 萬 | 0.02% | +10,201+53.5% | 加碼 |
| Truist Financial Corp | 29,405 | $19.4 萬 | 0.00% | +709+2.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 29,524 | $19.5 萬 | 0.00% | +30.0% | 加碼 |
| Cary Street Partners Financial LLC | 31,346 | $20.7 萬 | 0.01% | −3,715−10.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 31,557 | $20.8 萬 | 0.01% | +31,557 | 新進 |
| Claro Advisors LLC | 31,610 | $20.8 萬 | 0.03% | +2,159+7.3% | 加碼 |
| Graham Capital Management, L.P. | 32,840 | $21.6 萬 | 0.01% | −614−1.8% | 減碼 |
| Smartleaf Asset Management LLC | 33,278 | $22.0 萬 | 0.02% | +24,094+262.3% | 加碼 |
| Savant Capital, LLC | 33,923 | $22.4 萬 | 0.00% | −3,821−10.1% | 減碼 |
| Diversify Advisory Services, LLC | 34,484 | $22.5 萬 | 0.01% | +8,035+30.4% | 加碼 |
| Contravisory Investment Management, Inc. | 35,099 | $23.1 萬 | 0.05% | +1,269+3.8% | 加碼 |
| Legacy Capital Group California, Inc. | 36,545 | $24.1 萬 | 0.08% | +2,442+7.2% | 加碼 |
| Ar Asset Management Inc | 36,691 | $24.2 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 38,523 | $25.4 萬 | 0.00% | −713−1.8% | 減碼 |
| Central Pacific Bank - Trust Division | 38,800 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 39,579 | $26.1 萬 | 0.02% | +18,988+92.2% | 加碼 |
| Versant Capital Management, Inc | 40,309 | $26.6 萬 | 0.04% | +40,080+17,502.2% | 加碼 |
| CI Private Wealth, LLC | 42,096 | $27.7 萬 | 0.00% | −14,834−26.1% | 減碼 |
| Bank of Montreal | 43,838 | $28.9 萬 | 0.00% | −666−1.5% | 減碼 |
| CAPROCK Group, Inc. | 45,460 | $30.0 萬 | 0.01% | +5,992+15.2% | 加碼 |
| Clearstead Advisors, LLC | 45,787 | $30.2 萬 | 0.00% | +77+0.2% | 加碼 |
| Jackson Square Capital, LLC | 47,404 | $31.2 萬 | 0.10% | +47,404 | 新進 |
| Ritholtz Wealth Management | 49,328 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 51,847 | $34.2 萬 | 0.02% | −4,658−8.2% | 減碼 |
| Atria Investments LLC | 52,560 | $34.6 萬 | 0.00% | +6,365+13.8% | 加碼 |
| Miller Investment Management, LP | 57,015 | $37.6 萬 | 0.04% | 00.0% | 不變 |
| Highland Capital Management, LLC | 59,827 | $39.4 萬 | 0.02% | −4,200−6.6% | 減碼 |
| Evergreen Capital Management LLC | 61,314 | $40.4 萬 | 0.01% | +16,338+36.3% | 加碼 |
| FORA Capital, LLC | 62,404 | $41.1 萬 | 0.04% | +62,404 | 新進 |
| Cetera Investment Advisers | 63,028 | $41.5 萬 | 0.00% | +4,453+7.6% | 加碼 |
| Kestra Advisory Services, LLC | 63,767 | $42.0 萬 | 0.00% | −4,242−6.2% | 減碼 |
| Fulton Bank, N.A. | 65,894 | $43.4 萬 | 0.02% | −1,557−2.3% | 減碼 |
| Colony Group, LLC | 70,042 | $46.2 萬 | 0.00% | +192+0.3% | 加碼 |
| SG Americas Securities, LLC | 72,019 | $47.5 萬 | 0.00% | −2,269−3.1% | 減碼 |
| Jane Street Group, LLC | 72,563 | $47.8 萬 | 0.00% | −243,925−77.1% | 減碼 |
| RSM US Wealth Management LLC | 74,838 | $49.3 萬 | 0.01% | −28,550−27.6% | 減碼 |
| AQR Capital Management LLC | 75,569 | $49.8 萬 | 0.00% | +10,591+16.3% | 加碼 |
| Royal Bank of Canada | 77,076 | $50.7 萬 | 0.00% | +1,551+2.1% | 加碼 |
| Ballentine Partners, LLC | 81,347 | $53.6 萬 | 0.01% | +23,438+40.5% | 加碼 |
| Russell Investments Group, Ltd. | 81,825 | $53.9 萬 | 0.00% | +5,657+7.4% | 加碼 |
| First Trust Advisors LP | 82,953 | $54.7 萬 | 0.00% | −5,026−5.7% | 減碼 |
| LPL Financial LLC | 84,027 | $55.4 萬 | 0.00% | +12,027+16.7% | 加碼 |
| OLIO Financial Planning | 84,149 | $55.5 萬 | 0.19% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 87,923 | $57.9 萬 | 0.00% | +3,673+4.4% | 加碼 |
| Rhumbline Advisers | 89,373 | $58.9 萬 | 0.00% | −1,316−1.5% | 減碼 |
| Mercer Global Advisors Inc | 92,305 | $60.8 萬 | 0.00% | +4,146+4.7% | 加碼 |
| QRG Capital Management, Inc. | 93,462 | $61.6 萬 | 0.01% | +5,049+5.7% | 加碼 |
| Stifel Financial Corp | 94,802 | $62.5 萬 | 0.00% | −271,688−74.1% | 減碼 |
| Pathstone Holdings, LLC | 94,993 | $62.6 萬 | 0.00% | −6,072−6.0% | 減碼 |
| Wealthstar Advisors, LLC | 95,039 | $62.6 萬 | 0.29% | −7,047−6.9% | 減碼 |
| TownSquare Capital, LLC | 96,007 | $63.3 萬 | 0.01% | +6,686+7.5% | 加碼 |
| Ameriprise Financial Inc | 97,373 | $64.2 萬 | 0.00% | +16,689+20.7% | 加碼 |
| Larson Financial Group LLC | 100,084 | $66.0 萬 | 0.03% | +100,000+119,047.6% | 加碼 |
| AdvisorShares Investments LLC | 102,924 | $68.1 萬 | 0.13% | +32,209+45.5% | 加碼 |
| Diversify Wealth Management, LLC | 120,744 | $78.7 萬 | 0.06% | +11,524+10.6% | 加碼 |