Brookfield Wealth Solutions Ownership | Who Owns Brookfield Wealth Solutions?
Brookfield Wealth Solutions Ownership Summary
Brookfield Wealth Solutions is owned by 0.98% institutional investors, 23.91% insiders, and 75.11% retail investors. Partners value investments lp is the largest institutional shareholder, holding 4.04% of BNT shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 0.18% of its assets in Brookfield Wealth Solutions shares.
BNT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brookfield Wealth Solutions | 0.98% | 23.91% | 75.11% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Diversified Insurance Stocks | 40.80% | 12.14% | 47.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Partners value investments lp | 12.32M | 4.04% | $510.06M |
| Brookfield corp /on/ | 1.36M | 0.44% | $56.13M |
| Royal bank of canada | 860.59K | 0.28% | $35.63M |
| Bank of nova scotia | 715.00K | 0.23% | $29.68M |
| Vanguard group | 624.30K | 0.20% | $28.74M |
| Principal financial group | 362.39K | 0.12% | $15.00M |
| Vanguard fiduciary trust | 323.45K | 0.11% | $13.43M |
| Montrusco bolton investments | 307.41K | 0.10% | $12.72M |
| Alberta investment management | 307.05K | 0.10% | $12.75M |
| Canada pension plan investment board | 215.46K | 0.07% | $8.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Partners value investments lp | 12.32M | 5.46% | $510.06M |
| Tandem capital management corp /adv | 150.47K | 3.12% | $6.23M |
| Searle | 33.98K | 0.35% | $1.41M |
| Montrusco bolton investments | 307.41K | 0.19% | $12.72M |
| Broad run investment management | 23.58K | 0.17% | $976.25K |
| Santa monica partners lp | 6.90K | 0.16% | $287.00K |
| Schwartz investment counsel | 87.40K | 0.13% | $3.62M |
| Proficio capital partners | 35.59K | 0.08% | $1.47M |
| Alberta investment management | 307.05K | 0.08% | $12.75M |
| Brookfield corp /on/ | 1.36M | 0.08% | $56.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 624.30K | 0.00% | 358.59K |
| Vanguard fiduciary trust | 323.45K | 0.00% | 323.45K |
| Alberta investment management | 307.05K | 0.08% | 307.05K |
| Norges bank | 211.69K | 0.00% | 211.69K |
| Vanguard global advisers | 117.57K | 0.00% | 117.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clearbridge investments | - | - | -62.41K |
| Triasima portfolio management | - | - | -38.33K |
| Bank of nova scotia | 715.00K | 0.05% | -35.00K |
| Ubs group | 19.67K | 0.00% | -33.27K |
| Geode capital management | 16.42K | - | -30.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 323.45K | 0.00% | 323.45K | $13.43M |
| Alberta investment management | 307.05K | 0.08% | 307.05K | $12.75M |
| Norges bank | 211.69K | 0.00% | 211.69K | $9.75M |
| Vanguard global advisers | 117.57K | 0.00% | 117.57K | $4.88M |
| Vanguard asset management | 24.70K | 0.00% | 24.70K | $1.03M |
Sold Out
| Holder | Change |
|---|---|
| Ancora advisors | -1.00 |
| Hilltop national bank | -2.00 |
| Manchester capital management | -2.00 |
| Loring wolcott & coolidge fiduciary advisors llp/ma | -3.00 |
| Washington trust | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 48 | -57.14% | 2,981,756 | -83.94% | - | 2.64% | 21 | -77.89% | 11 | - |
| Dec 31, 2025 | 85 | -28.57% | 17,063,424 | 38.18% | 5 | 9.59% | 72 | 56.52% | 9 | -76.32% |
| Sep 30, 2025 | 111 | 3.74% | 12,339,486 | 0.47% | 7 | 29.78% | 44 | 25.71% | 36 | 20.00% |
| Jun 30, 2025 | 107 | 3.88% | 12,282,150 | -9.37% | 5 | 16.22% | 35 | 20.69% | 30 | 11.11% |
| Mar 31, 2025 | 103 | 0.98% | 13,552,171 | 4.01% | 5 | 7.44% | 29 | -17.14% | 27 | 12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 478.44K | 0.18% | 25.66K |
| CI North Amer Sm/Mid Cap Eq Fd (Ser F U) | 409.51K | 0.15% | -4.10K |
| Vanguard Developed Markets Index Admiral | 362.10K | 0.13% | 907.00 |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 277.29K | 0.10% | 3.61K |
| Montrusco Bolton Canadian Small Cap | 240.00K | 0.09% | -3.01K |
| Principal MidCap R5 | 232.78K | 0.09% | - |
| Principal Aligned MidCap Equity | 232.78K | 0.09% | - |
| Vanguard FTSE All-Wld ex-US SmCp Idx Ins | 138.64K | 0.05% | - |
| Vanguard FTSE Canada All Cap ETF | 119.40K | 0.04% | 2.13K |
| CI U.S. Sm/Mid Cap Eq Corp Cl(SerAShrs) | 103.49K | 0.04% | -2.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 09, 2006 | SPIEGEL JOHN W | - | Buy | $49.25K |
| Dec 19, 2005 | PRICE MICHAEL DENNIS | VP, CFO, Secretary & Treasurer | Sell | $17.01K |
| Dec 19, 2005 | PRICE MICHAEL DENNIS | VP, CFO, Secretary & Treasurer | Sell | $34.08K |
| Dec 19, 2005 | PRICE MICHAEL DENNIS | VP, CFO, Secretary & Treasurer | Sell | $3.42K |
| Dec 19, 2005 | PRICE MICHAEL DENNIS | VP, CFO, Secretary & Treasurer | Sell | $132.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2008 Q3 | - | - |
| 2008 Q2 | - | - |
| 2008 Q1 | - | - |
| 2007 Q2 | - | - |
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