SCHWARTZ INVESTMENT COUNSEL INC
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 909151
PLYMOUTH, MI
Position in BNT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,880,097
+$261,820 QoQ
Shares Held
90,954
+4.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#16
of 113 holders
Holding Since
Jun 2021
21 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, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $18,504,460 across 3 Insurance - Diversified names. BNT ranks #2 (21.0% of the industry book) .
All Filings in BNT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,880,097 | 90,954 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,618,277 | 87,398 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,015,938 | 87,398 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,643,531 | 53,198 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,234,005 | 84,720 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,420,693 | 84,720 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,866,312 | 84,720 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,583,455 | 86,220 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BNRE | — | 86,220 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 BNRE | — | 86,220 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 BNRE | — | 86,220 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 BNRE | — | 86,220 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 BNRE | — | 86,220 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BNRE | — | 86,220 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 BNRE | — | 71,738 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 BAMR | — | 52,865 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 BAMR | — | 53,552 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 BAMR | — | 53,096 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 BAMR | — | 27,996 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 BAMR | — | 12,126 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 BAMR | — | 7,886 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||