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 2026
Institutional positions in Brookfield Wealth Solutions Ltd. as of Mar 31, 2026. 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
- 112
- +4 vs. Q4 2025
- Shares held
- 19.5M
- +1.72M (+9.7%) vs. Q4 2025
- Total value
- $806.1M
- −$9.60M (−1.2%) vs. Q4 2025
- New holders
- 20
- 25 more added
- Sold out
- 16
- 27 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 150,475 | $6.23M | 3.12% | −4,087−2.6% | Reduced |
| Ci Investments Inc. | 190,208 | $7.87M | 0.04% | +49,804+35.5% | Added |
| Canada Pension Plan Investment Board | 215,461 | $8.95M | 0.01% | 00.0% | Unchanged |
| Montrusco Bolton Investments Inc. | 307,408 | $12.7M | 0.19% | +72,434+30.8% | Added |
| Alberta Investment Management Corp | 307,050 | $12.7M | 0.08% | +307,050 | New |
| Vanguard Fiduciary Trust Co | 323,451 | $13.4M | 0.00% | +323,451 | New |
| Principal Financial Group Inc | 362,388 | $15.0M | 0.01% | −9,268−2.5% | Reduced |
| Bank of Nova Scotia | 715,004 | $29.7M | 0.05% | −35,000−4.7% | Reduced |
| Royal Bank of Canada | 860,593 | $35.6M | 0.01% | −19,036−2.2% | Reduced |
| Vanguard Capital Management LLC | 979,685 | $40.7M | 0.00% | +979,685 | New |
| Brookfield Asset Management Inc. | 1,355,764 | $56.1M | 0.08% | 00.0% | Unchanged |
| Partners Value Investments LP | 12,320,344 | $510.1M | 5.46% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −38,329−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −16,066−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −8,846−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,756−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,014−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |