Sequoia Financial Advisors, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1599900
Akron, OH
Position in BNT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$386,243
-$216,623 QoQ
Shares Held
9,054
-37.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 113 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $136,733,540 across 7 Insurance - Diversified names. BNT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
247,243 | $123,717,924 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
46,100 | $4,474,466 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
26,848 | $3,557,896 | |
| 4 | AIG |
American International Group, Inc.
|
34,274 | $2,554,441 | |
| 5 | SLF |
Sun Life Financial Inc
|
18,221 | $1,428,890 | |
| 6 | AEG |
Aegon Ltd.
|
72,711 | $613,680 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
9,054 | $386,243 |
All Filings in BNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,243 | 9,054 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $602,866 | 14,562 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $217,573 | 4,735 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $218,003 | 3,183 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||