BANK OF MONTREAL /CAN/
BankPosition in BNT — Brookfield Wealth Solutions Ltd.
CIK 927971
TORONTO, A6
Position in BNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,071,938
+$2,039,406 QoQ
Shares Held
95,451
+94.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 113 holders
Holding Since
Jun 2021
20 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, 2026BANK OF MONTREAL /CAN/ holds $2,729,423,380 across 7 Insurance - Diversified names. BNT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,613,026 | $1,610,613,666 | |
| 2 | SLF |
Sun Life Financial Inc
|
12,232,736 | $959,291,153 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
526,066 | $69,714,261 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
537,813 | $52,200,125 | |
| 5 | AIG |
American International Group, Inc.
|
445,617 | $33,211,830 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
95,451 | $4,071,938 | |
| 7 | AEG |
Aegon Ltd.
|
37,963 | $320,407 |
All Filings in BNT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,071,938 | 95,451 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,032,532 | 49,095 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $866,707 | 18,862 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,149,282 | 75,183 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,648,514 | 75,243 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $15,042,723 | 288,285 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,542,761 | 288,001 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 BNRE | — | 70,448 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BNRE | — | 71,017 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 BNRE | — | 71,908 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 BNRE | — | 72,227 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 BNRE | — | 73,728 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 BNRE | — | 78,661 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 BNRE | — | 85,578 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 BAMR | — | 94,363 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 BAMR | — | 95,316 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 BAMR | — | 140,424 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 BAMR | — | 96,255 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 BAMR | — | 102,325 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 BAMR | — | 329,674 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||