Vanguard Personalized Indexing Management, LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1767306
OAKLAND, CA
Position in BNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,406
+$48,557 QoQ
Shares Held
6,995
+15.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 113 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $156,773,775 across 7 Insurance - Diversified names. BNT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
248,946 | $128,311,836 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
79,423 | $10,525,135 | |
| 3 | AIG |
American International Group, Inc.
|
120,502 | $8,981,014 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
50,934 | $4,943,654 | |
| 5 | SLF |
Sun Life Financial Inc
|
32,568 | $2,553,982 | |
| 6 | AEG |
Aegon Ltd.
|
137,411 | $1,159,748 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
6,995 | $298,406 |
All Filings in BNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,406 | 6,995 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $249,849 | 6,035 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $225,292 | 4,903 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 BNRE-A | — | 8,595 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||