• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Aegon Ltd. New York Registry Shares (Amendment)

    2/9/24 12:59:27 PM ET
    $AEG
    Life Insurance
    Finance
    Get the next $AEG alert in real time by email
    SC 13G/A 1 d757878dsc13ga.htm SC 13G/A SC 13G/A

     

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    WASHINGTON, D.C. 20549

     

     

    SCHEDULE 13G

    UNDER THE SECURITIES EXCHANGE ACT OF 1934

    (AMENDMENT NO. 18)*

     

     

    Aegon Ltd.

    (Name of Issuer)

    Common Shares

    (Title of Class of Securities)

    0076CA104

    (CUSIP Number)

    January 31, 2024

    (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)

     

    *

    The remainder of this cover page shall be filled out for a reporting person’sinitial filing on this form with respect to the subject class of securities, andfor any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

    PAGE 1 OF 5 PAGES


    CUSIP NO. 0076CA104    13G    PAGE 2 OF 5 PAGES

     

     1   

     NAME OF REPORTING PERSON

     S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

     

     Dodge & Cox  94-1441976

     2  

     CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*

     (a) ☐  (b) ☐

     

     N/A

     3  

     SEC USE ONLY

     

     4  

     CITIZENSHIP OR PLACE OF ORGANIZATION

     

     California - U.S.A.

    NUMBER OF

    SHARES  BENEFICIALLY 

    OWNED BY

    EACH

    REPORTING

    PERSON

    WITH

       5    

     SOLE VOTING POWER

     

     70,176,688 Common Shares and 118,666,350 New York Registry Shares

       6   

     SHARED VOTING POWER

     

     0

       7   

     SOLE DISPOSITIVE POWER

     

     73,316,788 Common Shares and 124,946,317 New York Registry Shares

       8   

     SHARED DISPOSITIVE POWER

     

     0

     9   

     AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

     

     73,316,788 Common Shares and 124,946,317 New York Registry Shares

    10  

     CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*

     

     N/A

    11  

     PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

     

     10.9%

    12  

     TYPE OF REPORTING PERSON*

     

     IA

     

    PAGE 2 OF 5 PAGES


    Item 1(a)

    Name of Issuer:

    Aegon Ltd.

     

    Item 1(b)

    Address of Issuer’s Principal Executive Offices:

    Aegonplein 50

    P.O. Box 85

    2501 CB The Hague

    The Netherlands

     

    Item 2(a)

    Name of Person Filing:

    Dodge & Cox

     

    Item 2(b)

    Address of the Principal Office or, if none, Residence:

    555 California Street, 40th Floor

    San Francisco, CA 94104

     

    Item 2(c)

    Citizenship:

    California - U.S.A.

     

    Item 2(d)

    Title of Class of Securities:

    Common Shares

     

    Item 2(e)

    CUSIP Number:

    0076CA104

     

    Item 3

    If the Statement is being filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a:

     

      (e) ☒

    Investment Advisor registered under section 203 of the Investment Advisors Act of 1940

     

    Item 4

    Ownership:

     

      (a)

    Amount Beneficially Owned:

    73,316,788 Common Shares and 124,946,317 New York Registry Shares

     

      (b)

    Percent of Class:

    10.9%

     

    PAGE 3 OF 5 PAGES


      (c)

    Number of shares as to which such person has:

     

      (i)

    sole power to vote or direct the vote:

    70,176,688 Common Shares and 118,666,350 New York Registry Shares

     

      (ii)

    shared power to vote or direct the vote:

    0

     

      (iii)

    sole power to dispose or to direct the

    disposition of: 73,316,788 Common Shares and 124,946,317 New York Registry Shares

     

      (iv)

    shared power to dispose or to direct the

    disposition of: 0

     

    Item 5

    Ownership of Five Percent or Less of a Class:

    Not applicable.

     

    Item 6

    Ownership of More than Five Percent on Behalf of Another Person:

    The clients of Dodge & Cox, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or power to direct the receipt of dividends from, and the proceeds from the sale of, Aegon Ltd.

    Dodge & Cox Stock Fund, an investment company registered under the Investment Company Act of 1940, has an interest of 99,029,539, or 5.5%, of the class of securities reported herein.

     

    Item 7

    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company:

    Not applicable.

     

    Item 8

    Identification and Classification of Members of the Group:

    Not applicable.

     

    Item 9

    Notice of Dissolution of a Group:

    Not applicable.

     

    Item 10

    Certification:

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purpose or effect.

     

    PAGE 4 OF 5 PAGES


    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.

    Dated: February 9, 2024

     

    DODGE & COX
    By:  

    /S/ Katherine M. Primas

    Name:   Katherine M. Primas
    Title:   Chief Compliance Officer

     

    PAGE 5 OF 5 PAGES

    Get the next $AEG alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $AEG

    DatePrice TargetRatingAnalyst
    5/7/2025Neutral → Outperform
    BNP Paribas Exane
    10/22/2024Neutral → Buy
    UBS
    5/28/2024Buy → Neutral
    UBS
    6/9/2023Hold → Buy
    HSBC Securities
    4/4/2023Neutral
    BofA Securities
    9/13/2022Hold → Buy
    Societe Generale
    7/5/2022Neutral → Underperform
    Exane BNP Paribas
    1/19/2022Underperform → Neutral
    BofA Securities
    More analyst ratings

    $AEG
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • AM Best Affirms Credit Ratings of Members of Aegon Ltd.'s U.S. Subsidiaries

      AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of "a+" (Excellent) of the U.S. life/health (L/H) subsidiaries of Aegon Ltd. (Bermuda) (NYSE:AEG). Aegon Ltd.'s U.S. L/H companies are Transamerica Life Insurance Company (Cedar Rapids, IA) and Transamerica Financial Life Insurance Company (Harrison, NY) and referred to collectively as Aegon USA Group (Aegon USA). The outlook of these Credit Ratings (ratings) is stable. The ratings reflect Aegon USA's balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, favorable business profile and appropriate enterprise risk management. AM

      1/28/25 5:31:00 PM ET
      $AEG
      Life Insurance
      Finance
    • Spruce Point Capital Management Announces Investment Opinion: Releases Report and Strong Sell Research Opinion on Aegon Ltd. (NYSE: AEG, Euronext: AGN)

      NOTE TO EDITORS: The Following is an Investment Opinion Issued by Spruce Point Capital Management Illustrates Why We Believe World Financial Group Operates an Aggressive Multi-Level-Marketing Business but Has Faced Allegations of Being a Pyramid Scheme Provides Evidence of FTC "Warning Signs" Such as Aggressive Claims in Their Recruiting and Sales Tactics Questions Management's Choice to Rely on Indexed-Universal Life Insurance Sales for Growth Expresses Concerns Over an Upstart Competitor Founded by One of World Financial Group's Former Top Producing Agents and the Impact It Could Have On World Financial Group's Recruiting Goals Estimates That a Sum-of-Parts Illustrative Valuatio

      12/16/24 7:30:00 AM ET
      $AEG
      Life Insurance
      Finance
    • AM Best Affirms Credit Ratings of Members of Aegon Ltd.'s U.S. Subsidiaries

      AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of "a+" (Excellent) of the U.S. life/health (L/H) subsidiaries of Aegon Ltd. (Bermuda) (NYSE:AEG). Aegon Ltd.'s U.S. L/H companies are Transamerica Life Insurance Company (Cedar Rapids, IA) and Transamerica Financial Life Insurance Company (Harrison, NY) and referred to collectively as Aegon USA Group (Aegon USA). The outlook of these Credit Ratings (ratings) is stable. The ratings reflect Aegon USA's balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, favorable business profile and appropriate enterprise risk management. Aeg

      12/20/23 2:29:00 PM ET
      $AEG
      Life Insurance
      Finance

    $AEG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Aegon N.V. upgraded by BNP Paribas Exane

      BNP Paribas Exane upgraded Aegon N.V. from Neutral to Outperform

      5/7/25 8:33:19 AM ET
      $AEG
      Life Insurance
      Finance
    • Aegon N.V. upgraded by UBS

      UBS upgraded Aegon N.V. from Neutral to Buy

      10/22/24 6:09:17 AM ET
      $AEG
      Life Insurance
      Finance
    • Aegon N.V. downgraded by UBS

      UBS downgraded Aegon N.V. from Buy to Neutral

      5/28/24 7:28:06 AM ET
      $AEG
      Life Insurance
      Finance

    $AEG
    SEC Filings

    See more
    • SEC Form 6-K filed by Aegon Ltd. New York Registry Shares

      6-K - AEGON LTD. (0000769218) (Filer)

      5/8/25 8:46:40 AM ET
      $AEG
      Life Insurance
      Finance
    • SEC Form 6-K filed by Aegon Ltd. New York Registry Shares

      6-K - AEGON LTD. (0000769218) (Filer)

      4/9/25 6:09:24 AM ET
      $AEG
      Life Insurance
      Finance
    • Amendment: SEC Form 20-F/A filed by Aegon Ltd. New York Registry Shares

      20-F/A - AEGON LTD. (0000769218) (Filer)

      4/1/25 7:14:19 AM ET
      $AEG
      Life Insurance
      Finance

    $AEG
    Financials

    Live finance-specific insights

    See more
    • Aegon completes share buyback program

      Aegon has completed the share buyback program announced on September 17, 2021, aimed at neutralizing the dilutive effect of the 2021 interim dividend paid in shares. The repurchased shares will be held as treasury shares and will be used to pay future dividends in shares. Between October 1, 2021 and October 26, 2021 common shares for an amount of EUR 96 million were repurchased. A total of 21,531,927 common shares were repurchased at an average price of EUR 4.46 per share. For further details visit our share buyback updates page at aegon.com. About Aegon Aegon's roots go back more than 175 years – to the first half of the nineteenth century. Since then, Aegon has grown into an internati

      10/27/21 2:00:00 AM ET
      $AEG
      Life Insurance
      Finance
    • Aegon to repurchase shares to neutralize impact of 2021 interim dividend paid in shares

      Aegon announced today that it will repurchase common shares for an amount of EUR 96 million to neutralize the dilutive effect of its 2021 interim dividend paid in shares. These shares will be held as treasury shares and will be used to pay future dividends in shares. Shareholders were given the opportunity to choose between receiving the 2021 interim dividend of EUR 0.08 per common share in cash or in shares. 58% of shareholders elected to receive the interim dividend in shares. The repurchase will commence on October 1, 2021 and is expected to be completed on or before October 26, 2021. Aegon will engage a third party to execute the transactions on its behalf. The common shares will be r

      9/17/21 2:00:00 AM ET
      $AEG
      Life Insurance
      Finance
    • Aegon completes share buyback program

      Aegon has completed the share buyback program to neutralize the dilutive effect of the 2020 final dividend paid in shares and certain share-based variable compensation plans for senior management, as announced on July 7, 2021. The repurchased shares will be held as treasury shares and will either be used to cover future dividends to be paid in shares or will be allocated to the participants of share-based variable compensation plans. Between July 8, 2021 and August 20, 2021 a total of 35,933,035 common shares were repurchased, at an average price of EUR 3.7013 per share. For further details, visit our share buyback updates page on aegon.com. About Aegon Aegon's roots go back more than

      8/23/21 2:00:00 AM ET
      $AEG
      Life Insurance
      Finance

    $AEG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by Aegon Ltd. New York Registry Shares (Amendment)

      SC 13G/A - AEGON LTD. (0000769218) (Subject)

      2/9/24 12:59:27 PM ET
      $AEG
      Life Insurance
      Finance
    • SEC Form SC 13G/A filed by Aegon Ltd. New York Registry Shares (Amendment)

      SC 13G/A - AEGON LTD. (0000769218) (Subject)

      2/8/24 12:26:49 PM ET
      $AEG
      Life Insurance
      Finance
    • SEC Form SC 13D/A filed by Aegon Ltd. New York Registry Shares (Amendment)

      SC 13D/A - AEGON LTD. (0000769218) (Subject)

      12/29/23 6:43:57 AM ET
      $AEG
      Life Insurance
      Finance