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

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.

Insights

Institutional Ownership Analyst

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.

Proxy & Governance Specialist

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.

Key Figures

Beneficial ownership: 71,437,784 shares Percent of class: 4.5% Common Shares: 20,881,275 shares +2 more

5 metrics

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

Key Terms

Schedule 13G/A, New York Registry Shares, Sole dispositive power

3 terms

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 12:29 PM Learn about SEC filing dates

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.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 21)

Aegon Ltd

(Name of Issuer)

Common Shares

(Title of Class of Securities)

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

CUSIP Number(s): 0076CA104

1

Names of Reporting Persons

Dodge & Cox

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 68,967,172.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 71,437,784.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

71,437,784.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Aegon Ltd
(b)	Address of issuer's principal executive offices: World Trade Center Schiphol, Schiphol Boulevard 223, 1118 BH Schiphol, The Netherlands
Item 2.
(a)	Name of person filing: Dodge & Cox
(b)	Address or principal business office or, if none, residence: 555 California Street, 40th Floor, San Francisco, California 94104
(c)	Citizenship: California, USA
(d)	Title of class of securities: Common Shares
(e)	CUSIP No.: 0076CA104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 71,437,784 (20,881,275 Common Shares and 50,556,509 New York Registry Shares)
(b)	Percent of class: 4.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 68,967,172 (20,881,275 Common Shares and 48,085,897 New York Registry Shares)
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 71,437,784 (20,881,275 Common Shares and 50,556,509 New York Registry Shares)
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dodge & Cox

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