Sequoia Financial Advisors, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1599900
Akron, OH
Position in BNT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$602,866
+$385,293 QoQ
Shares Held
14,562
+207.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $132,606,005 across 7 Insurance - Diversified names. BNT ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
252,527 | $121,010,938 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
26,658 | $3,604,961 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
35,538 | $3,411,292 | |
| 4 | AIG |
American International Group, Inc.
|
25,774 | $1,939,493 | |
| 5 | SLF |
Sun Life Financial Inc
|
18,428 | $1,152,855 | |
| 6 | AEG |
Aegon Ltd.
|
121,708 | $883,600 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
14,562 | $602,866 |
All Filings in BNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $145,335 | 3,183 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||