BANK OF MONTREAL /CAN/

Bank

Position in AEG — Aegon Ltd.

CIK 927971 TORONTO, A6

Position in AEG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,638,275

+$3,276,939 QoQ

Shares Held

501,140

+969.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 95.54854930757872.ToString("F0")% Shared 0.ToString("F0")% None 4.451450692421279.ToString("F0")%

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $2,005,254,002 across 7 Insurance - Diversified names. AEG ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,500,854	$1,198,409,232
2	SLF	Sun Life Financial Inc	10,383,850	$649,613,652
3	HIG	Hartford Insurance Group, Inc.	529,404	$71,591,300
4	ACGL	Arch Capital Group Ltd.	555,385	$53,311,401
5	AIG	American International Group, Inc.	354,254	$26,657,610
6	AEG	Aegon Ltd. This page	501,140	$3,638,275
7	BNT	Brookfield Wealth Solutions Ltd.	49,095	$2,032,532

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,638,275	501,140	+969.3%	Shares	Defined	2026-05-13
2025-12-31	$361,336	46,866	+4.3%	Shares	Defined	2026-02-12
2025-09-30	$359,164	44,952	+2.0%	Shares	Defined	2025-11-13
2025-06-30	$319,029	44,065	+0.5%	Shares	Defined	2025-08-05
2025-03-31	$288,892	43,838	-1.5%	Shares	Defined	2025-05-13
2024-12-31	$262,128	44,504	-9.5%	Shares	Defined	2025-02-13
2024-09-30	$314,060	49,149	+2.5%	Shares	Defined	2024-11-13
2024-06-30	$293,945	47,952	+3.8%	Shares	Defined	2024-08-14
2024-03-31	$279,467	46,193	-33.2%	Shares	Defined	2024-05-13
2023-12-31	$398,412	69,169	—	Shares	Defined	2024-02-08
No filing history on record for this holder in this stock.