DIMENSIONAL FUND ADVISORS LP

Position in AEG — Aegon Ltd.

CIK 354204 AUSTIN, TX

Position in AEG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$85,244,820

+$1,670,488 QoQ

Shares Held

11,741,711

+8.3% QoQ

Ownership

0.799%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 90.53137145003825.ToString("F0")% Shared 6.262852151615723.ToString("F0")% None 3.205776398346033.ToString("F0")%

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,256,915,553 across 7 Insurance - Diversified names. AEG ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	7,330,725	$3,512,883,418
2	HIG	Hartford Insurance Group, Inc.	4,699,459	$635,507,838
3	AIG	American International Group, Inc.	6,142,278	$462,206,417
4	ACGL	Arch Capital Group Ltd.	4,173,885	$400,651,218
5	SLF	Sun Life Financial Inc	1,701,928	$106,472,614
6	AEG	Aegon Ltd. This page	11,741,711	$85,244,820
7	PLGO	Pelagos Insurance Capital Ltd	2,823,089	$53,949,228

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$85,244,820	11,741,711	+8.3%	Shares	Sole	2026-05-07
2025-12-31	$83,574,332	10,839,732	+9.8%	Shares	Sole	2026-02-12
2025-09-30	$78,854,891	9,869,198	+27.5%	Shares	Sole	2025-11-12
2025-06-30	$56,046,764	7,741,266	+44.3%	Shares	Sole	2025-08-12
2025-03-31	$35,348,574	5,363,972	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$31,886,144	5,413,607	+5.8%	Shares	Sole	2025-02-13
2024-09-30	$32,684,387	5,114,928	+4.0%	Shares	Sole	2024-11-07
2024-06-30	$30,162,884	4,920,536	+8.7%	Shares	Sole	2024-08-09
2024-03-31	$27,384,852	4,526,422	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$25,960,756	4,507,076	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.