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 4 季 13F 持有人
Aegon Ltd. 在 2025/12/31 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
- 300
- 較 2025 年第 3 季 +25 家
- 持有股數
- 1.61 億
- 較 2025 年第 3 季 −2,578 萬 (−13.8%)
- 總市值
- $12.4 億
- 較 2025 年第 3 季 −$2.51 億 (−16.8%)
- 新進機構
- 50
- 另有 112 家加碼
- 清倉機構
- 25
- 另有 75 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 10,977 | $8.46 萬 | 0.00% | +7,599+225.0% | 加碼 |
| Capital Asset Advisory Services LLC | 10,807 | $8.53 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 11,183 | $8.62 萬 | 0.00% | +190+1.7% | 加碼 |
| Allworth Financial LP | 11,192 | $8.63 萬 | 0.00% | +1,298+13.1% | 加碼 |
| Bingham Private Wealth, LLC | 11,241 | $8.67 萬 | 0.07% | +11,241 | 新進 |
| Glenmede Trust Co NA | 11,316 | $8.72 萬 | 0.00% | +11,316 | 新進 |
| Flputnam Investment Management Co | 11,358 | $8.76 萬 | 0.00% | +11,358 | 新進 |
| TCG Advisory Services, LLC | 11,360 | $8.76 萬 | 0.00% | +11,360 | 新進 |
| Merit Financial Group, LLC | 11,576 | $8.93 萬 | 0.00% | +11,576 | 新進 |
| Jackson Thornton Asset Management, LLC | 11,734 | $9.26 萬 | 0.01% | −1,531−11.5% | 減碼 |
| AlphaCore Capital LLC | 12,213 | $9.42 萬 | 0.00% | +2,022+19.8% | 加碼 |
| Argos Wealth Advisors, LLC | 12,436 | $9.59 萬 | 0.03% | +12,436 | 新進 |
| Advisors Asset Management, Inc. | 12,767 | $9.84 萬 | 0.00% | +12,767 | 新進 |
| Buckingham Strategic Partners | 12,814 | $9.88 萬 | 0.00% | +12,814 | 新進 |
| Stock Yards Bank & Trust Co | 12,849 | $9.91 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 12,904 | $9.95 萬 | 0.00% | +1,095+9.3% | 加碼 |
| M&T Bank Corp | 12,991 | $10.0 萬 | 0.00% | +636+5.1% | 加碼 |
| State Street Corp | 13,085 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Aigen Investment Management, LP | 13,352 | $10.3 萬 | 0.02% | +13,352 | 新進 |
| BCJ Capital Management, LLC | 13,484 | $10.4 萬 | 0.01% | +115+0.9% | 加碼 |
| Checchi Capital Advisers, LLC | 13,581 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 13,672 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 13,688 | $10.6 萬 | 0.00% | +13,688 | 新進 |
| Dynasty Wealth Management, LLC | 14,147 | $10.9 萬 | 0.00% | +14,147 | 新進 |
| Henry James International Management, Inc. | 14,260 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| Boit C F David | 14,695 | $11.2 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 14,785 | $11.4 萬 | 0.00% | −2,195−12.9% | 減碼 |
| Ronald Blue Trust, Inc. | 14,921 | $11.5 萬 | 0.00% | −3,306−18.1% | 減碼 |
| Franklin Street Advisors Inc | 15,551 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 15,905 | $12.3 萬 | 0.00% | +5,194+48.5% | 加碼 |
| FourThought Financial Partners, LLC | 15,982 | $12.3 萬 | 0.01% | +2,524+18.8% | 加碼 |
| Coldstream Capital Management Inc | 16,338 | $12.6 萬 | 0.00% | +184+1.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 16,599 | $12.8 萬 | 0.01% | +849+5.4% | 加碼 |
| Warren Averett Asset Management, LLC | 17,478 | $13.5 萬 | 0.00% | +690+4.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,621 | $13.6 萬 | 0.00% | −22−0.1% | 減碼 |
| Forum Financial Management, LP | 17,657 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 17,851 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Principal Street Partners, LLC | 17,940 | $13.8 萬 | 0.02% | −4,529−20.2% | 減碼 |
| Venturi Wealth Management, LLC | 18,427 | $14.2 萬 | 0.01% | +4,503+32.3% | 加碼 |
| Savant Capital, LLC | 18,527 | $14.3 萬 | 0.00% | +3,439+22.8% | 加碼 |
| Vise Technologies, Inc. | 18,603 | $14.3 萬 | 0.00% | −16,610−47.2% | 減碼 |
| Captrust Financial Advisors | 18,633 | $14.4 萬 | 0.00% | −152−0.8% | 減碼 |
| HB Wealth Management, LLC | 18,716 | $14.4 萬 | 0.00% | +1,517+8.8% | 加碼 |
| Flow Traders U.S. LLC | 18,899 | $14.6 萬 | 0.00% | −6,361−25.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 18,994 | $14.6 萬 | 0.00% | +734+4.0% | 加碼 |
| Yousif Capital Management, LLC | 20,045 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Viewpoint Investment Partners Corp | 19,600 | $15.1 萬 | 0.07% | +19,600 | 新進 |
| Parallel Advisors, LLC | 19,840 | $15.3 萬 | 0.00% | −201−1.0% | 減碼 |
| First Trust Advisors LP | 19,868 | $15.3 萬 | 0.00% | −4,431−18.2% | 減碼 |
| AE Wealth Management LLC | 20,284 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 20,940 | $16.1 萬 | 0.00% | −10,821−34.1% | 減碼 |
| Sage Rhino Capital LLC | 20,961 | $16.2 萬 | 0.03% | −346−1.6% | 減碼 |
| Gotham Asset Management, LLC | 21,727 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 22,140 | $17.1 萬 | 0.01% | +22,140 | 新進 |
| Mackenzie Financial Corp | 22,432 | $17.4 萬 | 0.00% | +22,432 | 新進 |
| Private Advisor Group, LLC | 23,697 | $18.3 萬 | 0.00% | +1,425+6.4% | 加碼 |
| PDS Planning, Inc | 24,050 | $18.5 萬 | 0.01% | +7,500+45.3% | 加碼 |
| Brinker Capital Investments, LLC | 24,668 | $19.0 萬 | 0.00% | +468+1.9% | 加碼 |
| Burns Matteson Capital Management, LLC | 24,866 | $19.2 萬 | 0.08% | +909+3.8% | 加碼 |
| Fulton Bank, N.A. | 25,000 | $19.3 萬 | 0.01% | −2,314−8.5% | 減碼 |
| Cary Street Partners Financial LLC | 26,988 | $20.8 萬 | 0.01% | −2,856−9.6% | 減碼 |
| Basecamp Wealth Advisors LLC | 27,082 | $20.9 萬 | 0.04% | +27,082 | 新進 |
| Allspring Global Investments Holdings, LLC | 26,906 | $21.2 萬 | 0.00% | +8,633+47.2% | 加碼 |
| Jain Global LLC | 27,582 | $21.3 萬 | 0.00% | +7,300+36.0% | 加碼 |
| Personal Cfo Solutions, LLC | 27,653 | $21.3 萬 | 0.03% | +1,661+6.4% | 加碼 |
| NFP Retirement, Inc. | 27,938 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 28,686 | $22.1 萬 | 0.00% | +2,369+9.0% | 加碼 |
| Central Pacific Bank - Trust Division | 28,800 | $22.2 萬 | 0.03% | −3,400−10.6% | 減碼 |
| Scientech Research LLC | 29,624 | $22.8 萬 | 0.14% | +29,624 | 新進 |
| Sequoia Financial Advisors, LLC | 30,306 | $23.4 萬 | 0.00% | +216+0.7% | 加碼 |
| United Capital Financial Advisers, LLC | 32,394 | $25.0 萬 | 0.00% | +2,794+9.4% | 加碼 |
| Truist Financial Corp | 32,408 | $25.0 萬 | 0.00% | −246−0.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 33,356 | $25.7 萬 | 0.01% | −796−2.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 33,446 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 33,501 | $26.0 萬 | 0.01% | +5,160+18.2% | 加碼 |
| Aaron Wealth Advisors | 33,879 | $26.1 萬 | 0.01% | +8,532+33.7% | 加碼 |
| QRG Capital Management, Inc. | 35,321 | $27.2 萬 | 0.00% | +8,569+32.0% | 加碼 |
| CWM, LLC | 35,415 | $27.3 萬 | 0.00% | +29,648+514.1% | 加碼 |
| Ellevest, Inc. | 35,890 | $27.7 萬 | 0.04% | −203−0.6% | 減碼 |
| Franklin Resources Inc | 36,224 | $27.9 萬 | 0.00% | +3,447+10.5% | 加碼 |
| Ar Asset Management Inc | 36,691 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 40,064 | $30.9 萬 | 0.06% | +409+1.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 40,187 | $31.0 萬 | 0.00% | +1,655+4.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 41,323 | $31.9 萬 | 0.00% | +41,323 | 新進 |
| Jackson Square Capital, LLC | 42,489 | $32.8 萬 | 0.06% | +2,358+5.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 43,193 | $33.3 萬 | 0.00% | −3,268−7.0% | 減碼 |
| Two Sigma Securities, LLC | 44,660 | $34.4 萬 | 0.05% | +44,660 | 新進 |
| Legacy Capital Group California, Inc. | 45,363 | $35.0 萬 | 0.08% | +696+1.6% | 加碼 |
| Clearstead Advisors, LLC | 45,710 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 45,723 | $35.3 萬 | 0.04% | +4,008+9.6% | 加碼 |
| CI Private Wealth, LLC | 45,816 | $35.3 萬 | 0.00% | −467−1.0% | 減碼 |
| Bank of Montreal | 46,866 | $36.1 萬 | 0.00% | +1,914+4.3% | 加碼 |
| Engineers Gate Manager LP | 47,555 | $36.7 萬 | 0.00% | −31,925−40.2% | 減碼 |
| Sivia Capital Partners, LLC | 48,405 | $37.3 萬 | 0.08% | +24,288+100.7% | 加碼 |
| Russell Investments Group, Ltd. | 50,209 | $38.7 萬 | 0.00% | +1,103+2.2% | 加碼 |
| Atria Investments LLC | 52,297 | $40.3 萬 | 0.00% | −725−1.4% | 減碼 |
| Diversify Advisory Services, LLC | 54,647 | $41.8 萬 | 0.01% | +4,462+8.9% | 加碼 |
| Highland Capital Management, LLC | 54,427 | $42.0 萬 | 0.02% | −6,085−10.1% | 減碼 |
| Ballentine Partners, LLC | 56,936 | $43.9 萬 | 0.01% | −2,360−4.0% | 減碼 |
| Miller Investment Management, LP | 57,015 | $44.0 萬 | 0.04% | 00.0% | 不變 |