Cornerstone Financial Management LLC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 2110329
PROVIDENCE, RI
Position in BNT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,601
+$982 QoQ
Shares Held
87
+52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Cornerstone Financial Management LLC holds $428,098 across 7 Insurance - Diversified names. BNT ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
826 | $395,819 | |
| 2 | AIG |
American International Group, Inc.
|
140 | $10,535 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
53 | $7,167 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
62 | $5,951 | |
| 5 | AEG |
Aegon Ltd.
|
563 | $4,087 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
87 | $3,601 | |
| 7 | SLF |
Sun Life Financial Inc
|
15 | $938 |
All Filings in BNT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,601 | 87 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,619 | 57 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||