Global Retirement Partners, LLC
PensionPosition in BNT — Brookfield Wealth Solutions Ltd.
CIK 1749744
San Rafael, CA
Position in BNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,171
+$119 QoQ
Shares Held
215
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 113 holders
Holding Since
Sep 2024
6 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, 2026Global Retirement Partners, LLC holds $27,864,502 across 8 Insurance - Diversified names. BNT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
50,916 | $25,477,857 | |
| 2 | AIG |
American International Group, Inc.
|
14,148 | $1,054,450 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,612 | $743,702 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,698 | $358,927 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,411 | $189,070 | |
| 6 | AEG |
Aegon Ltd.
|
3,625 | $30,595 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
215 | $9,171 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $730 |
All Filings in BNT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,171 | 215 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $9,052 | 197 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,040 | 132 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,154 | 132 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,582 | 132 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,017 | 132 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||