CAPTRUST FINANCIAL ADVISORS

Position in BNT — Brookfield Wealth Solutions Ltd.

CIK 1512024 RALEIGH, NC

Position in BNT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$282,878

+$8,355 QoQ

Shares Held

6,631

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#54

of 113 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $614,976,446 across 9 Insurance - Diversified names. BNT ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,065,814	$593,190,636
2	ACGL	Arch Capital Group Ltd.	63,708	$6,183,498
3	SLF	Sun Life Financial Inc	75,117	$5,890,675
4	AIG	American International Group, Inc.	64,765	$4,826,935
5	HIG	Hartford Insurance Group, Inc.	29,639	$3,927,760
6	BNT	Brookfield Wealth Solutions Ltd. This page	6,631	$282,878
7	AEG	Aegon Ltd.	30,861	$260,466
8	PLGO	Pelagos Insurance Capital Ltd	8,782	$213,841

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,878	6,631	0.0%	Shares	Sole	2026-08-13
2026-03-31	$274,523	6,631	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$304,510	6,627	+50.0%	Shares	Sole	2026-02-17
2025-09-30	$302,520	4,417	0.0%	Shares	Sole	2025-11-19
2025-06-30	$272,882	4,417	0.0%	Shares	Sole	2025-08-15
2025-03-31	$230,479	4,417	—	Shares	Sole	2025-05-15
2022-06-30 BAMR	—	40	0.0%	Shares	Sole	2022-08-23
2022-03-31 BAMR	—	40	+33.3%	Shares	Sole	2022-05-16
2021-12-31 BAMR	—	30	-37.5%	Shares	Sole	2022-02-14
2021-09-30 BAMR	—	48	-58.3%	Shares	Sole	2021-11-16
2021-06-30 BAMR	—	115	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.