Brookfield Wealth Solutions Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

TSX:BNT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
20 Feb 24	SellCA$280,433	Lars Eric Nils Rodert	Individual		7,000	CA$40.06
04 Jan 24	BuyCA$95,925	William Cox	Individual		2,500	CA$38.37

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BNT?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	24,000	0.0139%
Institutions	7,067,116	4.11%
Individual Insiders	16,775,926	9.75%
General Public	148,217,064	86.1%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 52.9%.

Top Shareholders

Top 25 shareholders own 13.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.2%	James Flatt	15,827,967	CA$1.3b	0%	no data
0.77%	Mawer Investment Management Ltd.	1,317,978	CA$106.1m	-0.02%	0.17%
0.68%	Partners Value Investments LP	1,169,448	CA$94.1m	-85.8%	20.94%
0.43%	Barry Blattman	744,892	CA$60.0m	-0.39%	no data
0.37%	CI Global Asset Management	643,329	CA$51.8m	16.4%	0.07%
0.29%	The Bank of Nova Scotia, Banking Investments	500,014	CA$40.3m	0%	0.06%
0.27%	Brookfield Asset Management ULC	467,701	CA$37.7m	0%	0.28%
0.26%	Royal Bank of Canada, Banking & Securities Investments	453,057	CA$36.5m	-0.01%	0.01%
0.19%	Toronto-Dominion Bank, Banking Investments	333,741	CA$26.9m	2,820%	0.03%
0.18%	Principal Global Investors, LLC	303,078	CA$24.4m	-0.24%	0.01%
0.087%	RBC Global Asset Management Inc.	150,306	CA$12.1m	-0.18%	0.01%
0.082%	Montrusco Bolton Investments Inc.	140,577	CA$11.3m	1.23%	0.07%
0.081%	Rbc Indigo Asset Management Inc	139,740	CA$11.2m	0%	0.18%
0.075%	RBC Dominion Securities Inc., Asset Management Arm	128,798	CA$10.4m	-7.15%	0.01%
0.063%	Tandem Capital Management Corp	108,554	CA$8.7m	-0.64%	3.23%
0.053%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	90,949	CA$7.3m	18.9%	no data
0.05%	Schwartz Investment Counsel, Inc.	86,220	CA$6.9m	0%	0.17%
0.048%	Lori Pearson	83,024	CA$6.7m	0%	no data
0.048%	Sachin Shah	82,403	CA$6.6m	0%	no data
0.042%	Dimensional Fund Advisors LP	72,484	CA$5.8m	-10.3%	no data
0.031%	Triasima Portfolio Management Inc.	54,054	CA$4.4m	-2.11%	0.69%
0.031%	Arrowstreet Capital, Limited Partnership	52,590	CA$4.2m	128%	no data
0.03%	Cowen Inc,Private Banking and Investment Banking Investments	50,885	CA$4.1m	0%	0.08%
0.027%	ATB Investment Management Inc.	47,252	CA$3.8m	0%	0.04%
0.026%	CSS LLC/IL, Asset Management Arm	45,338	CA$3.7m	0%	0.45%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 17:47
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Brookfield Wealth Solutions Ltd. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution