Brookfield Wealth Solutions Ltd. (BNT)

• Market cap: $9.64B
• 1 day: 0.88%
• 5 days: -4.40%
• 1 month: -0.74%
• 3 months: 7.05%
• 6 months: 18.56%
• Year to date: 18.56%
• 1 year: 18.56%
• 5 years: 18.56%
• 10 years: 18.56%

About: Brookfield Wealth Solutions Ltd, formerly Brookfield Reinsurance Ltd operates a capital solutions business providing insurance and reinsurance services to individuals and institutions. Through its subsidiary, the company offers a broad range of insurance products and services, including life insurance and annuities, and personal and commercial property and casualty insurance. It is organized into three reporting segments: Direct Insurance, Reinsurance, and Pension Risk Transfer (PRT).

Employees: 4,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

202% more capital invested

Capital invested by funds: $210M [Q2] → $635M (+$425M) [Q3]

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

27.5% more ownership

Funds ownership: 0% [Q2] → 27.5% (+27.5%) [Q3]

2% more funds holding

Funds holding: 100 [Q2] → 102 (+2) [Q3]

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

13% less call options, than puts

Call options by funds: $74K | Put options by funds: $85K

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24