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 2026
Institutional positions in Brookfield Wealth Solutions Ltd. as of Jun 30, 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
- 114
- +4 vs. Q1 2026
- Shares held
- 19.2M
- −254.1K (−1.3%) vs. Q1 2026
- Total value
- $820.9M
- +$14.8M (+1.8%) vs. Q1 2026
- New holders
- 16
- 25 more added
- Sold out
- 12
- 38 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 6 | $256 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $128 | 0.00% | +3 | New |
| StrongBox Wealth, LLC | 3 | $128 | 0.00% | +3 | New |
| Ameritas Advisory Services, LLC | 3 | $128 | 0.00% | +3 | New |
| Aviso Financial Inc. | 3 | $127 | 0.00% | −17−85.0% | Reduced |
| Parkside Financial Bank & Trust | 1 | $44 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1 | $43 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $43 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −307,050−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −11,796−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |