Brookfield Wealth Solutions Ownership

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

Recent Insider Transactions

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 9JG?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	24,000	0.0139%
Institutions	14,913,778	8.67%
Individual Insiders	16,775,926	9.75%
General Public	140,370,402	81.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 18.3%.

Top Shareholders

Top 25 shareholders own 17.94% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.2%	James Flatt	15,827,967	€931.2m	0%	no data
4.77%	Partners Value Investments LP	8,213,563	€483.2m	0%	63.98%
0.77%	Mawer Investment Management Ltd.	1,317,978	€77.5m	0%	0.18%
0.72%	Brookfield Asset Management ULC	1,240,349	€73.0m	165%	3.05%
0.43%	Barry Blattman	744,892	€43.8m	0%	no data
0.29%	The Bank of Nova Scotia, Banking Investments	500,014	€29.4m	0%	0.05%
0.26%	Royal Bank of Canada, Banking & Securities Investments	453,035	€26.7m	0%	0.01%
0.2%	Toronto-Dominion Bank, Banking Investments	335,750	€19.8m	0.6%	0.04%
0.18%	National Bank Investments Inc.	309,727	€18.2m	8,320%	0.02%
0.17%	Principal Global Investors, LLC	297,708	€17.5m	-1.77%	0.01%
0.17%	BMO Asset Management Corp.	288,001	€16.9m	0%	0.01%
0.1%	CI Global Asset Management	176,394	€10.4m	-72.6%	0.02%
0.088%	Montrusco Bolton Investments Inc.	151,641	€8.9m	7.87%	0.09%
0.087%	RBC Global Asset Management Inc.	148,919	€8.8m	-0.92%	0.01%
0.081%	Rbc Indigo Asset Management Inc	139,740	€8.2m	0%	0.2%
0.072%	RBC Dominion Securities Inc., Asset Management Arm	124,149	€7.3m	-3.61%	0.01%
0.063%	Tandem Capital Management Corp	108,234	€6.4m	-0.29%	3.3%
0.049%	Schwartz Investment Counsel, Inc.	84,720	€5.0m	-1.74%	0.17%
0.048%	Lori Pearson	83,024	€4.9m	0%	no data
0.048%	Sachin Shah	82,403	€4.8m	0%	no data
0.029%	Mackenzie Financial Corporation	50,264	€3.0m	49.3%	no data
0.028%	Dimensional Fund Advisors LP	48,551	€2.9m	0%	no data
0.027%	ATB Investment Management Inc.	47,252	€2.8m	0%	0.05%
0.027%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	46,727	€2.7m	-48.6%	no data
0.027%	Arrowstreet Capital, Limited Partnership	46,229	€2.7m	-12.1%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/19 05:12
End of Day Share Price	2025/02/19 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

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.