13F Insight
DOSSIER · 13F Holders · Q2 2026

BROOKFIELD WEALTH SOL LTD

121 institutions still hold BROOKFIELD WEALTH SOL LTD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G17434104·121 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$786M
visible holders
Holders
121
filers reporting
Concentration
66.90%
Partners Value Investments L.P. #1
top holder share
AI Holders Summary · Q2 2026

121 institutions reported BROOKFIELD WEALTH SOL LTD in Q2 2026. Partners Value Investments L.P. leads at 66.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Partners Value Investments L.P.
CIK 0001162777
$526M12.3M5.37%Q2 202602
BROOKFIELD Corp /ON/
CIK 0001001085
$58M1.4M0.08%Q2 202603
ROYAL BANK OF CANADA
CIK 0001000275
$37M860K0.01%Q2 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$33M777K0.00%Q2 202605
BANK OF NOVA SCOTIA
CIK 0000009631
$32M750K0.05%Q2 202606
NORGES BANK
CIK 0001374170· Sovereign
$15M348K0.00%Q2 202607
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$15M347K0.01%Q2 202608
CANADA PENSION PLAN INVESTMENT BOARD
CIK 0001283718
$10M244K0.01%Q2 202609
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$10M235K0.00%Q2 202610
MONTRUSCO BOLTON INVESTMENTS INC.
CIK 0001475940
$8M179K0.12%Q2 202611
MACKENZIE FINANCIAL CORP
CIK 0000919859
$6M107K0.01%Q2 202612
TANDEM CAPITAL MANAGEMENT CORP /ADV
CIK 0000873759
$6M150K2.68%Q2 202613
Legal & General Group Plc
CIK 0000764068
$5M106K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$4M100K0.00%Q2 202615
BANK OF MONTREAL /CAN/
CIK 0000927971
$4M95K0.00%Q2 202616
SCHWARTZ INVESTMENT COUNSEL INC
CIK 0000909151
$4M91K0.13%Q2 202617
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$4M88K0.00%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M81K0.00%Q2 202619
TORONTO DOMINION BANK
CIK 0000947263
$3M76K0.00%Q2 202620
CI INVESTMENTS INC.
CIK 0001163648
$3M62K0.01%Q2 2026
Page 1 of 7
101 more holders available. Log in →