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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 35,099 | $23.1 萬 | 0.05% | +1,269+3.8% | 加碼 |
| Diversify Advisory Services, LLC | 34,484 | $22.5 萬 | 0.01% | +8,035+30.4% | 加碼 |
| Savant Capital, LLC | 33,923 | $22.4 萬 | 0.00% | −3,821−10.1% | 減碼 |
| Smartleaf Asset Management LLC | 33,278 | $22.0 萬 | 0.02% | +24,094+262.3% | 加碼 |
| Graham Capital Management, L.P. | 32,840 | $21.6 萬 | 0.01% | −614−1.8% | 減碼 |
| Claro Advisors LLC | 31,610 | $20.8 萬 | 0.03% | +2,159+7.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,557 | $20.8 萬 | 0.01% | +31,557 | 新進 |
| Cary Street Partners Financial LLC | 31,346 | $20.7 萬 | 0.01% | −3,715−10.6% | 減碼 |
| United Capital Financial Advisers, LLC | 29,524 | $19.5 萬 | 0.00% | +30.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 29,405 | $19.4 萬 | 0.00% | +709+2.5% | 加碼 |
| Syon Capital LLC | 29,261 | $19.3 萬 | 0.02% | +10,201+53.5% | 加碼 |
| Franklin Resources Inc | 28,427 | $18.7 萬 | 0.00% | +259+0.9% | 加碼 |
| Eqis Capital Management, Inc. | 28,017 | $18.5 萬 | 0.02% | −401−1.4% | 減碼 |
| NFP Retirement, Inc. | 27,938 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| Shilanski & Associates, Inc. | 25,898 | $17.1 萬 | 0.05% | +25,898 | 新進 |
| Personal Cfo Solutions, LLC | 24,051 | $15.8 萬 | 0.03% | +410+1.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,349 | $15.4 萬 | 0.00% | −197−0.8% | 減碼 |
| Principal Street Partners, LLC | 22,469 | $14.8 萬 | 0.03% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 22,339 | $14.7 萬 | 0.03% | +483+2.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 22,136 | $14.6 萬 | 0.00% | −472−2.1% | 減碼 |
| Sage Rhino Capital LLC | 21,566 | $14.2 萬 | 0.03% | −1,142−5.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,500 | $14.2 萬 | 0.00% | +600+2.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 25,107 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 20,907 | $13.8 萬 | 0.00% | −10,717−33.9% | 減碼 |
| Private Advisor Group, LLC | 20,901 | $13.8 萬 | 0.00% | +20,901 | 新進 |
| Allspring Global Investments Holdings, LLC | 20,284 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 20,284 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Gotham Asset Management, LLC | 19,654 | $13.0 萬 | 0.00% | +19,654 | 新進 |
| Forum Financial Management, LP | 19,189 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 18,947 | $12.5 萬 | 0.00% | +18,947 | 新進 |
| Fox Run Management, L.L.C. | 18,712 | $12.3 萬 | 0.02% | +18,712 | 新進 |
| Yousif Capital Management, LLC | 18,575 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 17,910 | $11.8 萬 | 0.00% | +17,910 | 新進 |
| Parallel Advisors, LLC | 17,478 | $11.5 萬 | 0.00% | −3,023−14.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 17,064 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 16,237 | $10.7 萬 | 0.01% | +265+1.7% | 加碼 |
| Guggenheim Capital LLC | 16,143 | $10.6 萬 | 0.00% | −181−1.1% | 減碼 |
| Johnson Investment Counsel Inc | 15,872 | $10.5 萬 | 0.00% | +15,872 | 新進 |
| Ieq Capital, LLC | 15,793 | $10.4 萬 | 0.00% | +1,110+7.6% | 加碼 |
| Two Sigma Securities, LLC | 15,581 | $10.3 萬 | 0.02% | +15,581 | 新進 |
| Franklin Street Advisors Inc | 15,551 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 15,040 | $9.91 萬 | 0.00% | +856+6.0% | 加碼 |
| Oppenheimer & Co Inc | 14,784 | $9.74 萬 | 0.00% | 00.0% | 不變 |
| Boit C F David | 14,695 | $9.68 萬 | 0.05% | 00.0% | 不變 |
| Henry James International Management, Inc. | 14,349 | $9.46 萬 | 0.03% | −25−0.2% | 減碼 |
| BCJ Capital Management, LLC | 14,113 | $9.30 萬 | 0.01% | −1,447−9.3% | 減碼 |
| Burns Matteson Capital Management, LLC | 14,016 | $9.24 萬 | 0.05% | +3,424+32.3% | 加碼 |
| Flow Traders U.S. LLC | 13,849 | $9.10 萬 | 0.00% | +13,849 | 新進 |
| Clarius Group, LLC | 13,672 | $9.01 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,581 | $8.95 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 13,458 | $8.87 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 13,395 | $8.83 萬 | 0.01% | −4,362−24.6% | 減碼 |
| GeoWealth Management, LLC | 13,224 | $8.71 萬 | 0.00% | +188+1.4% | 加碼 |
| Glenmede Trust Co NA | 13,188 | $8.69 萬 | 0.00% | −5,197−28.3% | 減碼 |
| State Street Corp | 13,085 | $8.62 萬 | 0.00% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 12,797 | $8.43 萬 | 0.00% | +50.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,927 | $7.86 萬 | 0.02% | +415+3.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 11,924 | $7.86 萬 | 0.00% | −120−1.0% | 減碼 |
| Warren Averett Asset Management, LLC | 11,440 | $7.54 萬 | 0.00% | +440+4.0% | 加碼 |
| PDS Planning, Inc | 11,423 | $7.53 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 11,166 | $7.36 萬 | 0.01% | −48−0.4% | 減碼 |
| Advisory Alpha, LLC | 11,105 | $7.32 萬 | 0.00% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 10,807 | $7.22 萬 | 0.00% | −120−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 10,979 | $7.20 萬 | 0.00% | +324+3.0% | 加碼 |
| Axxcess Wealth Management, LLC | 10,807 | $7.12 萬 | 0.00% | +170+1.6% | 加碼 |
| M&T Bank Corp | 10,709 | $7.10 萬 | 0.00% | +52+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 10,659 | $7.02 萬 | 0.00% | +249+2.4% | 加碼 |
| Wrapmanager Inc | 10,639 | $7.01 萬 | 0.02% | −5,064−32.2% | 減碼 |
| Simon Quick Advisors, LLC | 10,437 | $6.88 萬 | 0.00% | +10,437 | 新進 |
| Canopy Partners, LLC | 10,434 | $6.88 萬 | 0.03% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 10,394 | $6.85 萬 | 0.03% | +10,394 | 新進 |
| Bailard, Inc. | 10,283 | $6.78 萬 | 0.00% | +10,283 | 新進 |
| Perigon Wealth Management, LLC | 10,074 | $6.64 萬 | 0.00% | −409−3.9% | 減碼 |
| Advisor Resource Council | 10,070 | $6.64 萬 | 0.01% | +10,070 | 新進 |
| Cromwell Holdings LLC | 9,692 | $6.39 萬 | 0.04% | 00.0% | 不變 |
| Deutsche Bank AG | 9,310 | $6.14 萬 | 0.00% | +9,310 | 新進 |
| Allworth Financial LP | 9,253 | $5.96 萬 | 0.00% | +702+8.2% | 加碼 |
| Rothschild Investment LLC | 7,347 | $4.84 萬 | 0.00% | −4,720−39.1% | 減碼 |
| Coldstream Capital Management Inc | 7,094 | $4.68 萬 | 0.00% | +7,094 | 新進 |
| Boston Private Wealth LLC | 6,410 | $4.22 萬 | 0.00% | +6,410 | 新進 |
| GAMMA Investing LLC | 5,916 | $3.90 萬 | 0.00% | −593−9.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,778 | $3.81 萬 | 0.00% | −18,628−76.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.45 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 4,846 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 4,325 | $2.90 萬 | 0.00% | +3,635+526.8% | 加碼 |
| Massmutual Trust Co FSB | 4,059 | $2.67 萬 | 0.00% | −363−8.2% | 減碼 |
| Bell Investment Advisors, Inc | 3,565 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 3,505 | $2.31 萬 | 0.00% | −322−8.4% | 減碼 |
| Skopos Labs, Inc. | 3,497 | $2.30 萬 | 0.00% | +3,495+174,750.0% | 加碼 |
| Citigroup Inc | 3,376 | $2.22 萬 | 0.00% | −1,393−29.2% | 減碼 |
| CWM, LLC | 3,272 | $2.20 萬 | 0.00% | −492−13.1% | 減碼 |
| Hexagon Capital Partners LLC | 3,195 | $2.11 萬 | 0.00% | +111+3.6% | 加碼 |
| Sierra Ocean, LLC | 3,026 | $1.99 萬 | 0.02% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 2,900 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,729 | $1.80 萬 | 0.00% | 00.0% | 不變 |