Life Insurance - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)
Ownership Change
(Percent)
2026-05-28 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Vereniging Aegon 265,681,483 17.92 -0.95
2026-05-14 13D/A PFX / The Nassau Companies of New York - Preferred Security Lorber David A 248,576 12.90 8.94
2026-05-07 13D/A BR:METB34 / MetLife, Inc. - Depositary Receipt (Common Stock) Board Of Directors Of Metlife Inc 103,885,196 16.20
2026-04-09 13D/A CRBD / Corebridge Financial, Inc. - Corporate Bond/Note Nippon Life Insurance Co 121,992,454 26.70
2026-03-12 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Vereniging Aegon 268,237,507 17.05 -5.64
2026-02-19 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 105,374,380 16.20 -1.10
2026-02-12 13D/A CRBG / Corebridge Financial, Inc. Nippon Life Insurance Co 121,992,994 25.30 0.00
2026-01-21 13D FGL / Founder Group Limited Lee Seng Chi 7,802,794 18.80
2025-11-06 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 106,549,803 16.17 -1.56
2025-08-07 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 108,242,821 16.28 -1.06
2025-08-07 13D/A CRBG / Corebridge Financial, Inc. Nippon Life Insurance Co 121,987,902 22.60 -0.00
2025-07-15 13D/A TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 549,502 3.19 -12.21
2025-07-01 13D/A TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 625,915 5.81 -15.91
2025-06-18 13D/A PFX / The Nassau Companies of New York - Preferred Security Lorber David A 228,185 11.30 9.18
2025-06-12 13D LNC / Lincoln National Corporation Bain Capital Prairie, LLC 18,759,497 9.90
2025-05-08 13D/A UTGN / UTG, Inc. First Southern Holdings Llc 1,406,785 44.60
2025-05-01 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 109,404,080 16.30 -1.22
2025-03-28 13D/A TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 744,352 6.91 -13.16
2025-02-20 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 110,760,381 16.30 -1.37
2025-02-11 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Vereniging Aegon 284,282,445 17.90
2025-02-07 13D/A TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 857,192 7.96
2025-01-13 13D/A TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 967,992 8.99
2024-12-30 13D TYG / Tortoise Energy Infrastructure Corporation Saba Capital Management, L.P. 1,076,112 10.00
2024-12-13 13D CRBG / Corebridge Financial, Inc. Nippon Life Insurance Co 121,989,331 21.60
2024-11-01 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 112,294,326 16.20 -1.43
2024-08-01 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 113,929,100 16.30 -1.14
2024-05-02 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 115,248,427 16.20 -1.42
2024-04-17 13D/A UTGN / UTG, Inc. Correll Jesse T
2024-03-05 13D/A PFX / The Nassau Companies of New York - Preferred Security Lorber David A 208,995 10.10
2024-02-15 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 116,905,555 16.20 -1.14
2023-12-29 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Aegon Nv 315,532,860 18.00 0.00
2023-11-02 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 118,254,445 16.00 -1.49
2023-08-21 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Aegon Nv 315,532,860 15.00 0.00
2023-08-04 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 120,043,226 16.00 -1.22
2023-06-20 13D/A PFX / The Nassau Companies of New York - Preferred Security Amster Howard 270,470 12.90
2023-05-04 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 121,521,424 15.90 -1.14
2023-02-23 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 122,923,807 15.90 -1.12
2023-01-03 13D/A PFX / The Nassau Companies of New York - Preferred Security Lorber David A 169,721 8.10 13.98
2022-11-23 13D/A AEG / Aegon Ltd. - Depositary Receipt (Common Stock) Aegon Nv 315,532,860 15.70
2022-11-03 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 124,312,703 15.80 -1.26
2022-08-04 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 125,899,543 15.80 -2.15
2022-02-18 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 128,669,590 15.60 -1.15
2021-11-09 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 130,169,694 15.50 -1.38
2021-08-06 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 131,995,674 15.40 -1.35
2021-05-06 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 133,797,914 15.30 -1.14
2021-02-19 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 135,345,419 15.30 -0.97
2020-11-09 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 136,666,606 15.20 0.00
2020-11-06 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 136,666,606 15.20 -0.96
2020-08-27 13D/A UTGN / UTG, Inc. Utg Inc
2020-08-07 13D/A MET / MetLife, Inc. Board Of Directors Of Metlife Inc 137,996,320 15.20 0.00