BROOKFIELD WEALTH SOL LTD - G17434104

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$820.8M
QoQ value delta ($000)
+$14.15M (+1.75%)
Implied price effect (QoQ)
+3.18%
Shares
Total shares
19,204,707
QoQ shares delta
-269,447 (-1.38%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 114 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Partners Value Investments L.P. 525,585 12,320,344 5.37%
BROOKFIELD Corp /ON/ 57,836 1,355,764 0.08%
ROYAL BANK OF CANADA 36,684 859,918 0.01%
VANGUARD CAPITAL MANAGEMENT LLC 33,121 777,219 0.0%
BANK OF NOVA SCOTIA 31,959 750,004 0.05%
NORGES BANK 14,826 348,251 0.0%
PRINCIPAL FINANCIAL GROUP INC 14,821 347,428 0.01%
CANADA PENSION PLAN INVESTMENT BOARD 10,391 244,096 0.01%
VANGUARD FIDUCIARY TRUST CO 10,028 235,321 0.0%
MONTRUSCO BOLTON INVESTMENTS INC. 7,634 179,200 0.12%
MACKENZIE FINANCIAL CORP 6,461 106,909 0.01%
TANDEM CAPITAL MANAGEMENT CORP /ADV 6,380 149,575 2.68%
Legal & General Group Plc 4,531 106,364 0.0%
UBS Group AG 4,284 100,432 0.0%
BANK OF MONTREAL /CAN/ 4,063 95,451 0.0%
SCHWARTZ INVESTMENT COUNSEL INC 3,880 90,954 0.13%
Vanguard Global Advisers, LLC 3,736 87,673 0.0%
GOLDMAN SACHS GROUP INC 3,456 81,025 0.0%
TORONTO DOMINION BANK 3,259 76,416 0.0%
CI INVESTMENTS INC. 2,657 62,304 0.01%
DIMENSIONAL FUND ADVISORS LP 2,648 62,106 0.0%
CIBC WORLD MARKET INC. 2,343 55,047 0.0%
TD ASSET MANAGEMENT INC 1,992 46,771 0.0%
MORGAN STANLEY 1,740 40,798 0.0%
Swiss National Bank 1,680 39,550 0.0%