moatshark My

All holdings

Brookfield Wealth Solutions

BNT

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$1.3m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q2 ’26 end
$42.66
+3.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+8.1%Q4 ’24
-9.2%Q1 ’25
+18.4%Q2 ’25
-26.1%Q3 ’25
+0.6%Q4 ’25
-9.9%Q1 ’26
+3.0%Q2 ’26
Q4 ’24: +8.1%; Q1 ’25: -9.2%; Q2 ’25: +18.4%; Q3 ’25: -26.1%; Q4 ’25: +0.6%; Q1 ’26: -9.9%; Q2 ’26: +3.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Brookfield Wealth Solutions.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Brookfield Wealth Solutions
Horizon Kinetics0.0%$1.3m$1.3mTrimmed 0.0%8 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Insurance · Insurance Carriers, Nec
Incorporated in
Bermuda
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$1.0bn2021
$4.4bn2022
$6.9bn2023
$14bn2024
$12bn2025
2021: $1.0bn; 2022: $4.4bn; 2023: $6.9bn; 2024: $14bn; 2025: $12bn
Brookfield Wealth Solutions revenue and net income by year
YearRevenueNet income
2025$12bn–
2024$14bn–
2023$6.9bn–
2022$4.4bn–
2021$1.0bn–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.