13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

BROOKFIELD WEALTH SOL LTD

119 institutions still hold BROOKFIELD WEALTH SOL LTD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP g17434104·119 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$778M
52.0% inst. owned
of float
Holders
119
-55 QoQ
filers reporting
Activity
+48 / −37
+938 added · −864 reduced
this quarter
Concentration
65.56%
Partners Value Investments L.P. #1
top holder share
AI Holders Summary · Q1 2026

119 institutions reported BROOKFIELD WEALTH SOL LTD in Q1 2026. Partners Value Investments L.P. leads at 65.6% of the visible book. -55 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Partners Value Investments L.P.
CIK 0001162777
$510M12.3M5.46%Q1 202602
BROOKFIELD Corp /ON/
CIK 0001001085
$56M1.4M0.08%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$41M980K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$36M861K0.01%Q1 202605
BANK OF NOVA SCOTIA
CIK 0000009631
$30M715K0.05%Q1 202606
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$15M362K0.01%Q1 202607
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$13M323K0.00%Q1 202608
Alberta Investment Management Corp
CIK 0001463559· Sovereign
$13M307K0.08%Q1 202609
MONTRUSCO BOLTON INVESTMENTS INC.
CIK 0001475940
$13M307K0.19%Q1 202610
CANADA PENSION PLAN INVESTMENT BOARD
CIK 0001283718
$10M215K0.01%Q4 202511
CI INVESTMENTS INC.
CIK 0001163648
$8M190K0.04%Q1 202612
TANDEM CAPITAL MANAGEMENT CORP /ADV
CIK 0000873759
$6M150K3.12%Q1 202613
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$5M118K0.00%Q1 202614
Legal & General Group Plc
CIK 0000764068
$4M106K0.00%Q1 202615
MACKENZIE FINANCIAL CORP
CIK 0000919859
$4M98K0.00%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M90K0.00%Q1 202617
SCHWARTZ INVESTMENT COUNSEL INC
CIK 0000909151
$4M87K0.13%Q1 202618
TORONTO DOMINION BANK
CIK 0000947263
$3M80K0.00%Q1 202619
BANK OF MONTREAL /CAN/
CIK 0000927971
$2M49K0.00%Q1 202620
Swiss National Bank
CIK 0001582202
$2M45K0.00%Q1 2026
Page 1 of 6
99 more holders available. Log in →