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, Q2 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Jun 30, 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
- 110
- +8 vs. Q1 2025
- Shares held
- 12.3M
- −1.27M (−9.4%) vs. Q1 2025
- Total value
- $758.8M
- +$98.9M (+15.0%) vs. Q1 2025
- New holders
- 18
- 18 more added
- Sold out
- 10
- 30 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 108,074 | $6.68M | 3.38% | −160−0.1% | Reduced |
| TD Asset Management Inc | 112,106 | $6.92M | 0.01% | +72,602+183.8% | Added |
| Montrusco Bolton Investments Inc. | 134,655 | $8.31M | 0.09% | −33,976−20.1% | Reduced |
| Ci Investments Inc. | 150,677 | $9.31M | 0.03% | −9,200−5.8% | Reduced |
| Toronto Dominion Bank | 166,736 | $10.3M | 0.02% | +4,672+2.9% | Added |
| Principal Financial Group Inc | 275,828 | $17.0M | 0.01% | −6,017−2.1% | Reduced |
| Bank of Nova Scotia | 500,014 | $30.9M | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 586,952 | $36.3M | 0.01% | −25,454−4.2% | Reduced |
| Brookfield Asset Management Inc. | 903,843 | $55.8M | 0.07% | 00.0% | Unchanged |
| Partners Value Investments LP | 8,213,563 | $507.4M | 5.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −8,681−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | – | – | – | – | Not filed |
| JCIC Asset Management Inc. | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |