SANTA MONICA PARTNERS LP
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 904793
PALM BEACH GARDENS, FL
Position in BNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$294,524
+$8,699 QoQ
Shares Held
6,904
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#51
of 113 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026SANTA MONICA PARTNERS LP holds $3,289,924 across 2 Insurance - Diversified names. BNT ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4 | $2,995,400 | |
| 2 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
6,904 | $294,524 |
All Filings in BNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,524 | 6,904 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $285,825 | 6,904 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $317,238 | 6,904 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,259 | 4,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,373 | 4,603 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,184 | 4,603 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $264,396 | 4,603 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $244,695 | 4,603 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||