SEC ownership of Brookfield Wealth Solutions Ltd.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001837429.

Comparable stake leader

Partners Value Investments L.P.

Disclosed value leader

Partners Value Investments L.P.

Comparable rows

0/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001837429
Issuer location
Pembroke, Bermuda

Ownership snapshot

Top shareholders of Brookfield Wealth Solutions Ltd. (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
0/50
Latest evidence
31 Mar 2026
13F 3/4/5 Highest disclosed value: $510,062,242 50 rows are not safely comparable across share classes. Showing 1-8 of 50 holder rows.

Quick read

Partners Value Investments L.P. has the largest disclosed position value at $510.06M.

0 of 50 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. $510.06M
BROOKFIELD Corp /ON/ $56.13M
Barry S. Blattman $51.7M
VANGUARD CAPITAL MANAGEMENT LLC $40.67M
ROYAL BANK OF CANADA $35.63M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Partners Value Investments L.P.
13F
Company
13F
class O/S missing
$510,062,242
12,320,344 shares
31 Mar 2026
BROOKFIELD Corp /ON/
13F
Company
13F
class O/S missing
$56,128,630
1,355,764 shares
31 Mar 2026
Barry S. Blattman
3/4/5
Director
class O/S missing
$51,696,248
1,121,637 shares
18 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$40,670,643
979,685 shares
31 Mar 2026
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$35,629,000
860,592 shares
31 Mar 2026
BANK OF NOVA SCOTIA
13F
Company
13F
class O/S missing
$29,675,068
715,004 shares
31 Mar 2026
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
class O/S missing
$15,002,865
362,388 shares
31 Mar 2026
VANGUARD FIDUCIARY TRUST CO
13F
Company
13F
class O/S missing
$13,427,745
323,451 shares
31 Mar 2026
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.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-13 of 13 reporting-owner rows connected to Brookfield Wealth Solutions Ltd.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
13
Largest Forms 3/4/5 holder
Barry S. Blattman
Net 12M change
$0
Latest report
18 Mar 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Barry S. Blattman Director $51,696,248 Mixed 18 Mar 2026
Lori Anne Pearson Director $8,884,446 Mixed 18 Mar 2026
Sachin Shah Chief Executive Officer, Director $957,750 Mixed 18 Mar 2026
Thomas Douglas Corbett Chief Financial Officer $759,056 Mixed 18 Mar 2026
William John Cox Director $412,367 Mixed 18 Mar 2026
Anne C. Schaumburg Director $100,653 Mixed 18 Mar 2026
Paul Gilchrist Forestell Chief Actuary Mixed 18 Mar 2026
Gregory E. A. Morrison Director Mixed 18 Mar 2026
Michael Thomas McRaith Vice Chair, Director Mixed 18 Mar 2026
Soonyoung Chang Director Mixed 18 Mar 2026
Lorenzo Fernando M. Lorilla Chief Investment Officer Mixed 18 Mar 2026
Michele Coleman Mayes Director Mixed 18 Mar 2026
Lars Rodert Director Mixed 18 Mar 2026

Recent insider transactions for Brookfield Wealth Solutions Ltd.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
William John Cox BNT Class A Exchangeable Limited Voting Shares 0 8,947 18 Mar 2026 Direct
Barry S. Blattman BNT Class A Exchangeable Limited Voting Shares 0 222,585 18 Mar 2026 See Footnote
Barry S. Blattman BNT Class A Exchangeable Limited Voting Shares 0 66 18 Mar 2026 See Footnote
Barry S. Blattman BNT Class A Exchangeable Limited Voting Shares 0 899,052 18 Mar 2026 Direct
Anne C. Schaumburg BNT Class A Exchangeable Limited Voting Shares 0 2,184 18 Mar 2026 See Footnote
Lori Anne Pearson BNT Class A Exchangeable Limited Voting Shares 0 75,000 18 Mar 2026 See Footnote
Lori Anne Pearson BNT Class A Exchangeable Limited Voting Shares 0 6,769 18 Mar 2026 See Footnote
Lori Anne Pearson BNT Class A Exchangeable Limited Voting Shares 0 117,763 18 Mar 2026 Direct
Thomas Douglas Corbett BNT Class A Exchangeable Limited Voting Shares 0 16,469 18 Mar 2026 Direct
Thomas Douglas Corbett BNT Class A Exchangeable Limited Voting Shares 0 2,967 18 Mar 2026 Direct
Sachin Shah BNT Class A Exchangeable Limited Voting Shares 0 657 18 Mar 2026 See Footnote
Sachin Shah BNT Class A Exchangeable Limited Voting Shares 0 1,921,054 18 Mar 2026 See Footnote
Sachin Shah BNT Class A Exchangeable Limited Voting Shares 0 6,769 18 Mar 2026 See Footnote
Sachin Shah BNT Class A Exchangeable Limited Voting Shares 0 20,123 18 Mar 2026 Direct
* marks a reported price that did not pass the local price check.
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