EverSource Wealth Advisors, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1710537
BIRMINGHAM, AL
Position in BNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,058
-$19,592 QoQ
Shares Held
353
-57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 113 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,893,339 across 9 Insurance - Diversified names. BNT ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
19,227 | $9,620,991 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,052 | $404,446 | |
| 3 | AIG |
American International Group, Inc.
|
3,889 | $289,841 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,523 | $244,877 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,704 | $212,044 | |
| 6 | AEG |
Aegon Ltd.
|
11,181 | $94,364 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
353 | $15,058 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
453 | $11,028 |
All Filings in BNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,058 | 353 | Shares | Sole | 2026-07-24 | |
| 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 | $890 | 13 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||