Security key
G17434104
Brookfield Wealth Solutions Ltd. - CL A EXCHANGEAB (BNT)
CUSIP: G17434104
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / CL A EXCHANGEAB
- Total 13F shares
- 13
- Total 13F value
- $525
- Share change
- +13
- SEC-reported price per share
- $40.38
- Number of holders
- 1
- Value change
- +$525
- Number of buys
- 1
Report period
Q4 2023
Institutions
1
Top holders
1
BNT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Brookfield Wealth Solutions Ltd. SEC filings
Brookfield Wealth Solutions Ltd. company facts
Broader feeds
Reporting periods
Holder history for CUSIP G17434104
Recent filing periods:
Ownership snapshot
Top reported holders of BNT - Brookfield Wealth Solutions Ltd. - CL A EXCHANGEAB (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Partners Value Investment...
Disclosed value leader
Partners Value Investment...
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $28,795,050
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Partners Value Investments L.P. has the largest disclosed position value at $28.8M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Partners Value Investments L.P.'s linked filing trail.
Disclosed position value
Top 5
Partners Value Investments L.P.
$28.8M
BROOKFIELD Corp /ON/
$14.72M
PRINCIPAL FINANCIAL GROUP INC
$9.65M
ROYAL BANK OF CANADA
$9.41M
Verition Fund Management LLC
$8.69M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Partners Value Investments L.P. |
13F
Company
|
—
class O/S missing
|
$28,795,050
915,000 shares
|
— | 30 Sep 2023 |
| BROOKFIELD Corp /ON/ |
13F
Company
|
—
class O/S missing
|
$14,718,644
467,704 shares
|
— | 30 Sep 2023 |
| PRINCIPAL FINANCIAL GROUP INC |
13F
Company
|
—
class O/S missing
|
$9,653,106
306,740 shares
|
— | 30 Sep 2023 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$9,414,000
299,184 shares
|
— | 30 Sep 2023 |
| Verition Fund Management LLC |
13F
Company
|
—
class O/S missing
|
$8,694,500
276,279 shares
|
— | 30 Sep 2023 |
| MONTRUSCO BOLTON INVESTMENTS INC. |
13F
Company
|
—
class O/S missing
|
$7,403,537
235,797 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
13
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
0
Q4 2023 holders
1
Holder diff
1
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend