Brookfield Wealth Solutions Ltd.
BNT- Exchange
- NYSE
- Industry
- Insurance Carriers, NEC
- SEC CIK
- 0001837429
No open-market purchases or sales by Brookfield Wealth Solutions Ltd. insiders were filed in the last 90 days; 114 institutions reported holding it in 13F filings for Q2 2026, worth $820.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 105
- +5 vs. Q4 2024
- Shares held
- 13.6M
- +573.2K (+4.4%) vs. Q4 2024
- Total value
- $659.8M
- −$86.1M (−11.5%) vs. Q4 2024
- New holders
- 12
- 17 more added
- Sold out
- 7
- 27 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 114 | $820.9M |
| Q1 2026 | 112 | $806.1M |
| Q4 2025 | 113 | $854.3M |
| Q3 2025 | 122 | $843.4M |
| Q2 2025 | 110 | $758.8M |
| Q1 2025 | 105 | $659.8M |
| Q4 2024 | 104 | $748.9M |
| Q3 2024 | 102 | $634.7M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $525 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Montreal | 288,285 | $15.1M | 0.01% | +284+0.1% | Added |
| Bank of Nova Scotia | 500,014 | $26.1M | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 612,406 | $32.0M | 0.01% | −114,671−15.8% | Reduced |
| Brookfield Asset Management Inc. | 903,843 | $47.2M | 0.06% | −336,506−27.1% | Reduced |
| Partners Value Investments LP | 8,213,563 | $428.6M | 5.10% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,770−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,998−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |