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, Q4 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Dec 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
- 113
- −2 vs. Q3 2025
- Shares held
- 18.6M
- +6.23M (+50.5%) vs. Q3 2025
- Total value
- $854.3M
- +$11.3M (+1.3%) vs. Q3 2025
- New holders
- 16
- 82 more added
- Sold out
- 18
- 11 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legal & General Group Plc | 104,568 | $4.82M | 0.00% | +29,431+39.2% | Added |
| Mackenzie Financial Corp | 120,201 | $5.59M | 0.01% | +52,447+77.4% | Added |
| Ci Investments Inc. | 140,404 | $6.45M | 0.03% | +44,134+45.8% | Added |
| Tandem Capital Management Corp | 154,562 | $7.10M | 3.23% | +47,484+44.3% | Added |
| Norges Bank | 211,689 | $9.75M | 0.00% | +211,689 | New |
| Canada Pension Plan Investment Board | 215,461 | $9.92M | 0.01% | +118,973+123.3% | Added |
| Montrusco Bolton Investments Inc. | 234,974 | $10.8M | 0.13% | +100,537+74.8% | Added |
| Principal Financial Group Inc | 371,656 | $17.1M | 0.01% | +91,710+32.8% | Added |
| Vanguard Group Inc | 624,299 | $28.7M | 0.00% | +358,593+135.0% | Added |
| Bank of Nova Scotia | 750,004 | $34.5M | 0.05% | +250,001+50.0% | Added |
| Royal Bank of Canada | 879,629 | $40.4M | 0.01% | +294,247+50.3% | Added |
| Brookfield Asset Management Inc. | 1,355,764 | $62.3M | 0.08% | +451,921+50.0% | Added |
| Partners Value Investments LP | 12,320,344 | $566.1M | 5.29% | +4,106,781+50.0% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −62,412−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Kathleen S. Wright Associates Inc. | – | – | – | – | Not filed |
| Sagard Holdings Management Inc. | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |