Heritage Wealth Advisors

Position in BNT — Brookfield Wealth Solutions Ltd.

CIK 1591122 RICHMOND, VA

Position in BNT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$810

+$24 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#92

of 113 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $51,651,645 across 3 Insurance - Diversified names. BNT ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	98,729	$51,648,053
2	HIG	Hartford Insurance Group, Inc.	21	$2,782
3	BNT	Brookfield Wealth Solutions Ltd. This page	19	$810

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810	19	0.0%	Shares	Sole	2026-08-14
2026-03-31	$786	19	0.0%	Shares	Sole	2026-05-14
2025-12-31	$873	19	+46.2%	Shares	Sole	2026-02-13
2025-09-30	$890	13	0.0%	Shares	Sole	2025-11-13
2025-06-30	$803	13	0.0%	Shares	Sole	2025-08-11
2025-03-31	$678	13	0.0%	Shares	Sole	2025-05-08
2024-12-31	$746	13	0.0%	Shares	Sole	2025-02-12
2024-09-30	$691	13	0.0%	Shares	Sole	2024-11-12
2024-06-30 BAMR	—	13	0.0%	Shares	Sole	2024-12-12
2024-03-31 BAMR	—	13	0.0%	Shares	Sole	2024-12-12
2023-12-31	$524	13	—	Shares	Sole	2024-12-12
2023-09-30 BNRE	—	13	+18.2%	Shares	Sole	2024-12-12
2023-06-30 BAMR	—	13	+18.2%	Shares	Sole	2024-12-12
2023-03-31 BNRE	—	11	—	Shares	Sole	2023-05-04
2022-12-31 BAMR	—	11	0.0%	Shares	Sole	2024-12-12
2022-09-30 BAMR	—	11	+120.0%	Shares	Sole	2024-12-12
2022-06-30 BAMR	—	5	0.0%	Shares	Sole	2022-08-04
2022-03-31 BAMR	—	5	0.0%	Shares	Sole	2022-05-11
2021-12-31 BAMR	—	5	0.0%	Shares	Sole	2022-03-28
2021-09-30 BAMR	—	5	-99.8%	Shares	Sole	2021-11-02
2021-06-30 BAMR	—	2,748	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.