STOCK TITAN

Dodge & Cox discloses 71.4M AEG stake, 4.5% ownership (AEG)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Aegon Ltd: Schedule 13G/A shows Dodge & Cox reports beneficial ownership of 71,437,784 shares, representing 4.5% of the class. The filing breaks the holdings into 20,881,275 Common Shares and 50,556,509 New York Registry Shares, and cites sole voting power over 68,967,172 shares.

Positive

  • None.

Negative

  • None.

Insights

Large passive holder reports a 4.5% stake across share classes.

Dodge & Cox discloses beneficial ownership of 71,437,784 shares, split into 20,881,275 Common Shares and 50,556,509 New York Registry Shares. The filing lists 68,967,172 shares with sole voting power and 4.5% ownership.

Holding is reported under Schedule 13G/A status; timing and intent are those required by the form. Subsequent filings would show changes in position.

Voting control is concentrated within the disclosed stake.

The filing specifies sole voting power for 68,967,172 shares, indicating the filing entity can direct votes for the majority of its position. The record differentiates between Common Shares and New York Registry Shares.

Any governance impact depends on future voting choices; the filing itself does not state plans or proposals.

Beneficial ownership 71,437,784 shares total beneficially owned as reported
Percent of class 4.5% percent of class reported in filing
Common Shares 20,881,275 shares Common Shares component of total
New York Registry Shares 50,556,509 shares New York Registry Shares component of total
Sole voting power 68,967,172 shares shares with sole power to vote
Schedule 13G/A regulatory
"Item 1. (a) Name of issuer: Aegon Ltd"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
New York Registry Shares market
"Item 4. Amount beneficially owned: 50,556,509 New York Registry Shares"
Sole dispositive power regulatory
"Item 4. (iii) Sole power to dispose or to direct the disposition of: 71,437,784"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





0076CA104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Dodge & Cox
Signature:/S/ Katherine M. Primas
Name/Title:Chief Compliance Officer
Date:05/14/2026

FAQ

What stake does Dodge & Cox report in Aegon Ltd (AEG)?

Dodge & Cox reports beneficial ownership of 71,437,784 shares, equal to 4.5% of the class. The filing splits the holdings into 20,881,275 Common Shares and 50,556,509 New York Registry Shares.

How many shares does Dodge & Cox have sole voting power over?

The filing states sole voting power over 68,967,172 shares. That figure includes 20,881,275 Common Shares and 48,085,897 New York Registry Shares, as disclosed in the Schedule 13G/A.

Does the Schedule 13G/A indicate Dodge & Cox will sell Aegon shares?

The Schedule 13G/A discloses beneficial ownership and voting/dispositive powers only. It does not state any intent to sell or purchase shares or describe planned transactions in this excerpt.

What date and signature appear on the filing for the Dodge & Cox disclosure?

The Schedule 13G/A is signed by Katherine M. Primas, Chief Compliance Officer, with a signature date of 05/14/2026 as shown in the filing excerpt.

How is the beneficial ownership split by share class in the filing?

The filing reports 20,881,275 Common Shares and 50,556,509 New York Registry Shares comprising the total 71,437,784 shares of beneficial ownership disclosed by Dodge & Cox.