Brookfield Wealth Solutions
BNT on NYSE. Insurance carriers, nec. Market value $12.5bn.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Profit includes a big gain on shares the company owns, so we leave the earnings yield out.
Should I look at this?
Worth a closer look
Why it could be worth it
What to watch out for
Nothing stood out in the numbers we check.
This is not advice. Check the numbers below.
Yearly profit per dollar of owners' money: 15 cents. Above 10 is good.
What you pay for each dollar of net assets: $0.57.
We don't have this figure for this company.
Quality score: 92 of 100. Price score: 75 of 100. Our list needs 70 on quality and 60 on price.
$37.24 a share, 4% above its 1-year low
Over the past year the price has ranged from $35.73 to $49.86.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $1.0bn | $4.4bn | $6.9bn | $14.1bn | $11.6bn |
| Operating margin | |||||
| Operating margin | n/a | n/a | n/a | n/a | n/a |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.01bn | 0.01bn | 0.02bn | n/a | n/a |
Health checks
- Free cash flow positiveDoesn't apply to banks and insurers
- Accounting checksDoesn't apply to banks and insurers
- DebtDoesn't apply to banks and insurers
- Revenue growth, five yearsStrong, 82.8% a year
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 26 March 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
5 long-term investors we follow own it, unchanged from 5 last quarter. 114 funds in all.
- Horizon KineticsMurray Stahl
- Value
- $1m
- Share of fund
- <0.1%
- Broad Run Investment ManagementDavid Firestone
- Value
- $1m
- Share of fund
- 0.2%
- Moerus Capital ManagementAmit Wadhwaney
- Value
- $50,637
- Share of fund
- <0.1%
- GoodHaven Capital ManagementLarry Pitkowsky
- Value
- $8,703
- Share of fund
- <0.1%
- Beutel GoodmanBeutel Goodman team
- Value
- $4,000
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Horizon KineticsMurray Stahl | $1m | <0.1% | |
| Broad Run Investment ManagementDavid Firestone | $1m | 0.2% | |
| Moerus Capital ManagementAmit Wadhwaney | $50,637 | <0.1% | |
| GoodHaven Capital ManagementLarry Pitkowsky | $8,703 | <0.1% | |
| Beutel GoodmanBeutel Goodman team | $4,000 | <0.1% |
Largest holders overall
- Partners Value Investments L.P.$526m
- Brookfield$58m
- Royal Bank of Canada$37m
- Vanguard Capital Management$33mCut
- Bank of Nova Scotia$32mAdded
- Norges Bank$15mNew
- Principal Financial Group$15mCut
- Canada Pension Plan Investment Board$10mAdded
- Vanguard Fiduciary Trust$10mCut
- Montrusco Bolton Investments$8mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
No one has reported a stake above 5% since December 2024.
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
We have no insider filings for this company yet.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Brookfield Wealth Solutions doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.