MONTRUSCO BOLTON INVESTMENTS INC.
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1475940
MONTREAL, A8
Position in BNT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$12,726,691
+$1,929,636 QoQ
Shares Held
307,408
+30.8% QoQ
Ownership
0.513%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $25,291,303 across 2 Insurance - Diversified names. BNT ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
307,408 | $12,726,691 | |
| 2 | SLF |
Sun Life Financial Inc
|
200,841 | $12,564,612 |
All Filings in BNT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,726,691 | 307,408 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,797,055 | 234,974 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,138,393 | 134,437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,545,995 | 134,655 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,866,116 | 168,631 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,806,834 | 151,641 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,982,048 | 140,577 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||