13F

Stock

Brookfield Wealth Sol Ltd

Ticker not mapped · held by 110 managers

Reported value

$805.6M

Holders

110

+14 new · −18 exited

Holders’ est. mark

−$79.4M

Price effect on 90 books still in the name

Largest holder

$510.1M

Partners Value Investments L.P.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Partners Value Investments L.P.12.3M$510.1M−$56.1MCut−$56.1M
BROOKFIELD Corp /ON/1.36M$56.1M−$6.17MCut−$6.17M
VANGUARD CAPITAL MANAGEMENT LLC979.7K$40.7MHeld
ROYAL BANK OF CANADA860.6K$35.6M−$3.91MCut−$4.79M
BANK OF NOVA SCOTIA715K$29.7M−$3.24MCut−$4.85M
PRINCIPAL FINANCIAL GROUP INC362.4K$15M−$1.65MCut−$2.07M
VANGUARD FIDUCIARY TRUST CO323.5K$13.4MHeld
Alberta Investment Management Corp307.1K$12.7MNew
MONTRUSCO BOLTON INVESTMENTS INC.307.4K$12.7M−$1.11MAdded$1.89M
CANADA PENSION PLAN INVESTMENT BOARD215.5K$8.95M−$973.3KCut−$973.3K
CI INVESTMENTS INC.190.2K$7.87M−$638.8KAdded$1.42M
TANDEM CAPITAL MANAGEMENT CORP /ADV150.5K$6.23M−$684.7KCut−$872.5K
Vanguard Global Advisers, LLC117.6K$4.88MHeld
Legal & General Group Plc106.3K$4.4M−$493.1KCut−$421.3K
MACKENZIE FINANCIAL CORP98K$4.07M−$486.7KCut−$1.52M
GOLDMAN SACHS GROUP INC89.6K$3.71M−$360.1KAdded$73.3K
SCHWARTZ INVESTMENT COUNSEL INC87.4K$3.62M−$397.7KCut−$397.7K
TORONTO DOMINION BANK80K$3.31M−$365.4KCut−$1.11M
BANK OF MONTREAL /CAN/49.1K$2.04M−$85.2KAdded$1.17M
Swiss National Bank45.4K$1.88M−$212.2KCut−$212.2K
CIBC WORLD MARKET INC.44.7K$1.85M−$202.7KCut−$318.9K
TD Asset Management Inc44.7K$1.85M−$211KCut−$1.53M
LEAVELL INVESTMENT MANAGEMENT, INC.36.8K$1.52M−$167.4KCut−$167.4K
Proficio Capital Partners LLC35.6K$1.47M−$161.9KCut−$161.9K
SEARLE & CO.34K$1.41M−$154.6KCut−$154.6K
HORIZON KINETICS ASSET MANAGEMENT LLC30.7K$1.27M−$139.9KCut−$139.9K
MORGAN STANLEY29.4K$1.22M−$28.7KAdded$926.8K
Fidelity28.4K$1.18M−$128.7KCut−$128.7K
Citadel27.3K$1.13M−$73.5KAdded$387.7K
VANGUARD ASSET MANAGEMENT, Ltd24.7K$1.03MHeld
Broad Run Investment Management, LLC23.6K$976.3K−$107.3KCut−$107.3K
BlackRock, Inc.22.4K$926.5K−$42.8KAdded$493.8K
Nuveen, LLC21.7K$897.2K−$102.3KCut−$153.5K
UBS Group AG19.7K$814.5K−$89.5KCut−$1.62M
Belvedere Trading LLC11.8K$681.2K−$18.1KAdded$470.8K
GEODE CAPITAL MANAGEMENT, LLC16.4K$679.8K−$258KCut−$1.99M
NATIONAL BANK OF CANADA /FI/16.2K$662.5K−$44.1KAdded$139.7K
Sequoia Financial Advisors, LLC14.6K$602.9K−$21.5KAdded$385.3K
OSSIAM14.4K$597.7K−$68.1KCut−$88.1K
BANK OF AMERICA CORP /DE/13.6K$564K−$62KCut−$412.5K
Renaissance Technologies12.6K$523.7K−$28.4KAdded$236.5K
Rockefeller Capital Management L.P.11.8K$486.7K−$53.5KCut−$53.5K
Federation des caisses Desjardins du Quebec11.5K$462.9K−$41.5KCut−$45.6K
Trexquant Investment LP10.6K$438.1KNew
TWO SIGMA INVESTMENTS, LP10.1K$417.8KNew
Zurcher Kantonalbank (Zurich Cantonalbank)9.37K$387.7K−$42.6KCut−$114K
JANE STREET GROUP, LLC8.35K$345.8K−$27.2KAdded$70.8K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO8.26K$341.8K−$39KCut−$39K
SCOTIA CAPITAL INC.8.08K$325.2KNew
ALLIANCEBERNSTEIN L.P.6.36K$292.3KNew
BRUNI J V & CO /CO7K$290K−$31.9KCut−$38.8K
Russell Investments Group, Ltd.6.82K$282.1K−$32.2KCut−$203.1K
CAPTRUST FINANCIAL ADVISORS6.63K$274.5K−$30.2KCut−$30K
Vanguard Investments Australia, Ltd.6.56K$272.2KHeld
Vanguard Personalized Indexing Management, LLC6.04K$249.8K−$22.3KAdded$24.6K
JPMORGAN CHASE & CO6.09K$245K−$6.81KAdded$190.5K
XTX Topco Ltd5.56K$230.3K−$24.7KCut−$18.7K
Invesco Ltd.4.93K$204.3K−$22.5KCut−$23.2K
DEUTSCHE BANK AG\3.56K$147.2K−$16.2KCut−$21.6K
Farther Finance Advisors, LLC3K$125.6K−$17Added$125.4K
MAI Capital Management2.79K$115.6K−$12.7KCut−$12.7K
NBC SECURITIES, INC.2.54K$105.3K−$11.6KCut−$11.6K
Strategic Wealth Partners, Ltd.2.39K$98.9K−$10.9KCut−$10.9K
TD Waterhouse Canada Inc.2.1K$84.4K−$7.5KCut−$59.2K
WELLS FARGO & COMPANY/MN1.95K$80.8K−$9.02KCut−$10.3K
Northwest & Ethical Investments L.P.1.82K$75.7K−$8.31KCut−$63.6K
CITIGROUP INC1.31K$54K−$28Added$53.8K
Moerus Capital Management LLC1.19K$49.1K−$5.4KCut−$5.4K
SIGNATUREFD, LLC1K$41.6K−$1.36KAdded$27.8K
EverSource Wealth Advisors, LLC837$34.7K−$1.26KAdded$22K
Allworth Financial LP612$25.3K−$683Added$18.4K
PNC Financial Services Group, Inc.428$17.7K−$1.95KCut−$1.95K
Purpose Unlimited Inc.410$17K−$1.85KCut−$1.85K
Cassaday & Co Wealth Management LLC310$12.8KNew
GoodHaven Capital Management, LLC204$8.45K−$928Cut−$1.07K
HARBOUR INVESTMENTS, INC.150$6.21K−$682Cut−$682
Parallel Advisors, LLC138$5.71KNew
Sterling Capital Management LLC117$4.84K−$532Cut−$532
CWM, LLC106$4.39K$4.38KAdded$4.38K
OSAIC HOLDINGS, INC.104$4.31K−$508Cut−$1.9K
Cornerstone Financial Management LLC87$3.6K−$259Added$983
QUADRANT CAPITAL GROUP LLC68$2.82KNew
LOUISBOURG INVESTMENTS INC.53$2.2K−$248Cut−$248
Financial Perspectives, Inc30$1.24K−$137Cut−$137
Steward Partners Investment Advisory, LLC26$1.08K−$119Cut−$165
Investment Research & Advisory Group, Inc.22$911−$100Cut−$100
BARCLAYS PLC21$869−$96Cut−$96
Aviso Financial Inc.20$829−$73Added$93
Heritage Wealth Advisors19$787−$86Cut−$86
Leo H. Evart, Inc.18$745Held
Quent Capital, LLC16$662−$73Cut−$73
SHP Wealth Management15$633−$68Cut−$68
PRIVATE TRUST CO NA15$623−$68Cut−$68
Physician Wealth Advisors, Inc.12$497New
Advisory Services Network, LLC10$414New
Pacifica Partners Inc.7$290−$16Cut−$103
SANTA MONICA PARTNERS LP6.9K$287−$31Cut−$31
Sunbelt Securities, Inc.6$248−$28Cut−$28
ASSETMARK, INC6$248New
HRT FINANCIAL LP5.54K$229New
OAKWORTH CAPITAL, INC.3$124−$14Cut−$14
Fortis Group Advisors, LLC3$124−$14Cut−$14
Parkside Financial Bank & Trust1$42−$5Cut−$5
Scarborough Advisors, LLC1$42−$4Cut−$4
Nemes Rush Group LLC1$41New
Root Financial Partners, LLC1$41New
Golden State Wealth Management, LLC1$41−$5Cut−$5
BESSEMER GROUP INC259$11−$1Cut−$1
Beutel, Goodman & Co Ltd.106$4$0Held
Covestor Ltd3$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.