TANDEM CAPITAL MANAGEMENT CORP /ADV
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 873759
WOODCLIFF LAKE, NJ
Position in BNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,380,869
+$151,204 QoQ
Shares Held
149,575
-0.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#11
of 113 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TANDEM CAPITAL MANAGEMENT CORP /ADV holds $9,151,294 across 2 Insurance - Diversified names. BNT ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
149,575 | $6,380,869 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
4,041 | $2,770,425 |
All Filings in BNT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,380,869 | 149,575 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,229,665 | 150,475 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,102,123 | 154,562 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,333,772 | 107,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,676,817 | 108,074 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,647,655 | 108,234 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,216,955 | 108,234 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,770,730 | 108,554 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 BNRE | — | 20,499 | Shares | Sole | 2024-07-08 | |
| 2024-06-30 BNRE-A | — | 88,755 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 BNRE | — | 19,999 | Shares | Sole | 2024-05-16 | |
| 2024-03-31 BNRE-A | — | 90,015 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 BNRE | — | 19,874 | Shares | Sole | 2024-02-02 | |
| 2023-12-31 BNRE-A | — | 90,015 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 BNRE | — | 19,924 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 BNRE | — | 20,662 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BNRE | — | 23,681 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 BNRE | — | 24,302 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 BAMR | — | 31,130 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 BAMR | — | 30,301 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 BAMR | — | 30,366 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 BAMR | — | 30,266 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 BAMR | — | 30,122 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||