Welcome to our dedicated page for AEGON LTD. SEC filings (Ticker: AEG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Aegon Ltd. filings document a foreign private issuer organized as a Bermuda exempted company with international financial services operations. The company's Form 6-K reports cover material events tied to investment, protection, retirement, life insurance, pensions, and asset management businesses, including capital-structure actions, debt guarantees, tender offers for subordinated notes, registration-statement exhibits, and related material agreements.
Governance disclosures include annual general meeting materials, shareholder voting matters, annual accounts, dividend proposals, and board-composition items. The filings also identify Aegon's fully owned U.S. and U.K. businesses, its global asset manager, and insurance joint ventures in Spain and Portugal, China, and Brazil.
Aegon provided an unaudited first-half 2025 business update across its segments showing mixed operational performance and capital movements. Distribution reported 90,315 versus 78,978 (up 14% year-over-year) and notes growth tied to the World Financial Group franchise. Savings & Investments assets rose to 18,643 from 16,524 (up 13%), with the company citing favorable market movements, net inflows and strategic growth in its General Account Stable Value product and Individual Retirement Accounts. Protection Solutions and other segments showed both increases and declines in discrete line items, including a 97% increase in one reported Protection metric (993 v 505).
Management reported run-off in Financial Assets that reduced capital employed and altered sensitivities, an unfavorable mortality claims experience of USD 86 million, and recurring operating capital generation (OCG) remaining in the stated guidance range of USD 200–240 million per quarter. Cash Capital at Holding declined (example: 1,725 v 2,387, down 28%), and an ex-dividend date of September 3, 2025 (record September 4, payable September 25) was disclosed.
Dodge & Cox reports beneficial ownership of 154,880,578 shares of Aegon Ltd, equal to 9.4% of the class. The position is split between 66,143,488 Common Shares and 88,737,090 New York Registry Shares. Dodge & Cox discloses sole voting power over 148,783,919 shares and sole dispositive power over all 154,880,578 shares.
The filing identifies Dodge & Cox as an investment adviser holding these shares on behalf of clients, who have rights to dividends and sale proceeds. The disclosure signals a substantial institutional stake rather than an expressed effort to change control, and represents meaningful ownership that could affect liquidity and perceptions of Aegon’s shareholder base.