Steward Partners Investment Advisory, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1723397
STAMFORD, CT
Position in BNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,559
+$1,483 QoQ
Shares Held
60
+130.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 113 holders
Holding Since
Jun 2021
21 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, 2026Steward Partners Investment Advisory, LLC holds $122,251,912 across 7 Insurance - Diversified names. BNT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
220,348 | $116,995,082 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
22,161 | $2,936,775 | |
| 3 | AIG |
American International Group, Inc.
|
13,932 | $1,038,351 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,700 | $650,302 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,938 | $622,497 | |
| 6 | AEG |
Aegon Ltd.
|
752 | $6,346 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
60 | $2,559 |
All Filings in BNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,559 | 60 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,076 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,240 | 27 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,301 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,173 | 19 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $991 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,148 | 20 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,063 | 20 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BNRE | — | 20 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 BNRE | — | 1,680 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BNRE | — | 1,680 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 BNRE | — | 1,830 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BNRE | — | 2,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BNRE | — | 2,430 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BNRE | — | 2,432 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 BAMR | — | 6,115 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 BAMR | — | 2,280 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 BAMR | — | 30 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 BAMR | — | 3,895 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 BAMR | — | 3,898 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 BAMR | — | 8,344 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||