Aegon Ltd. has 11 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common shares, par value eur 0.12 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vereniging Aegon | 18.01% | 264,665,203 | SCHEDULE 13D/A, 2026-08-26 | 2026-08-25 |
| BlackRock, Inc. | 6.8% | 107,463,526 | SCHEDULE 13G/A, 2026-04-24 | 2026-03-31 |
| Norges Bank | 4.71% | 74,127,181 | SCHEDULE 13G/A, 2026-05-11 | 2026-03-31 |
| Dodge & Cox | 4.5% | 71,437,784 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
Purpose of Transaction (Item 4)
Vereniging Aegon
Item 4 to the Schedule 13D is hereby amended and supplemented as follows: 2026 Voting Undertaking On August 25, 2026, the Reporting Person and the Issuer entered into a voting undertaking (the "2026 Voting Undertaking") relating to the Issuer's proposed redomiciliation from Bermuda to Delaware by way of a continuation into Transamerica Inc. (the "Delaware Redomiciliation") at an extraordinary general meeting currently anticipated to be held on October 8, 2026 (the "EGM"). At the EGM, shareholders of the Issuer will be asked to approve (i) the Delaware Redomiciliation, (ii) with effect from, and subject to, the completion of the VA Split, the amended and restated bye-laws (the "Interim Bye-Laws"), (iii) the termination of the Voting Rights Agreement, (iv) the Transamerica Inc. organizational documents, (v) the Conversion (as defined below), (vi) the Aegon Ltd. 2027 Omnibus Incentive Plan and (vii) a proposal to adjourn the EGM if necessary (together, the "Resolutions"). Under the 2026 Voting Undertaking, the Reporting Person has agreed to vote all of its Common Shares and Common Shares B (based on one vote per 40 Common Shares B) in favor of the Resolutions, subject to the board's fiduciary duties. The 2026 Voting Undertaking further provides that (i) with effect from, and subject to, the completion of the VA Split, the Issuer will issue 8,197,130 Common Shares to the Reporting Person as consideration for the Issuer's acquisition of the Reporting Person's 327,885,200 …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-26; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Dodge & Cox | 9.4% | SCHEDULE 13G/A |
| 2025-11-05 | Norges Bank | 4.6% | SCHEDULE 13G/A |
| 2026-01-21 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2026-01-27 | Norges Bank | 5.6% | SCHEDULE 13G/A |
| 2026-02-13 | Dodge & Cox | 5.9% | SCHEDULE 13G/A |
| 2026-03-12 | Vereniging Aegon | 17.05% | SCHEDULE 13D/A |
| 2026-04-24 | BlackRock, Inc. | 6.8% | SCHEDULE 13G/A |
| 2026-05-11 | Norges Bank | 4.71% | SCHEDULE 13G/A |
| 2026-05-14 | Dodge & Cox | 4.5% | SCHEDULE 13G/A |
| 2026-05-28 | Vereniging Aegon | 17.92% | SCHEDULE 13D/A |
| 2026-08-26 | Vereniging Aegon | 18.01% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.