Steward Partners Investment Advisory, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1723397
STAMFORD, CT
Position in BNT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,076
-$164 QoQ
Shares Held
26
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Steward Partners Investment Advisory, LLC holds $141,559,815 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
|
284,657 | $136,407,634 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
19,630 | $2,654,564 | |
| 3 | AIG |
American International Group, Inc.
|
18,141 | $1,365,110 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,578 | $631,422 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,942 | $496,851 | |
| 6 | AEG |
Aegon Ltd.
|
435 | $3,158 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
26 | $1,076 |
All Filings in BNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $867 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $782 | 19 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $660 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $765 | 20 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $708 | 20 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||