EverSource Wealth Advisors, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1710537
BIRMINGHAM, AL
Position in BNT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$34,650
+$21,970 QoQ
Shares Held
837
+203.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026EverSource Wealth Advisors, LLC holds $12,509,729 across 8 Insurance - Diversified names. BNT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
22,349 | $10,709,634 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,199 | $567,823 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
4,404 | $422,732 | |
| 4 | AIG |
American International Group, Inc.
|
5,239 | $394,227 | |
| 5 | SLF |
Sun Life Financial Inc
|
3,567 | $223,149 | |
| 6 | AEG |
Aegon Ltd.
|
20,797 | $150,981 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
837 | $34,650 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
342 | $6,533 |
All Filings in BNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,650 | 837 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,680 | 276 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $593 | 13 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||