CAPTRUST FINANCIAL ADVISORS
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1512024
RALEIGH, NC
Position in BNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$274,523
-$29,987 QoQ
Shares Held
6,631
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026CAPTRUST FINANCIAL ADVISORS holds $506,826,102 across 7 Insurance - Diversified names. BNT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,010,888 | $484,417,529 | |
| 2 | AIG |
American International Group, Inc.
|
94,973 | $7,146,718 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
66,310 | $6,365,096 | |
| 4 | SLF |
Sun Life Financial Inc
|
75,616 | $4,730,536 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
27,395 | $3,704,625 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
6,631 | $274,523 | |
| 7 | AEG |
Aegon Ltd.
|
25,768 | $187,075 |
All Filings in BNT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,523 | 6,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,510 | 6,627 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $201,680 | 4,417 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $181,921 | 4,417 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $153,652 | 4,417 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||