Brookfield Wealth Solutions Ltd. is a US-listed company in the multi-line insurance industry. Its financial year ends in December.
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months was $11.6bn, down 17.5% on a year earlier, against growth of 104.0% a quarter earlier. The diluted share count is up 77.8% on a year earlier, which dilutes existing holders.
Our model value for Brookfield Wealth Solutions is under review, so past values are not shown until it is resolved.
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Brookfield Wealth Solutions Ltd.'s trailing-twelve-month revenue fell 17.5% year on year, with a free-cash-flow margin of 21.9%.
Current signal Revenue growth decelerating: TTM revenue growth slowed to -17.5% (-121.5pp vs the prior quarter).
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
No recent updates are available for BNT from the sources we follow. See filings →
No model value for Brookfield Wealth Solutions Ltd. at the moment. Current status: data-quality checks not passed. Available reported financials are shown below.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Next results: November 12, 2026, before the open.
No analyst estimates are published for Brookfield Wealth Solutions Ltd.: too few analysts cover it.
| Calendar year | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|
| Return | |||||
| BNT | −50% | +30% | +43% | +21% | −10% |
| Industry peers (median) | +1% | +20% | +25% | +20% | +6% |
| S&P 500 | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | |||||
| BNT | 33% | 42% | 58% | 67% | 46% |
| S&P 500 | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | |||||
| BNT | −51% | −25% | −12% | −28% | −27% |
| S&P 500 | −25% | −10% | −8% | −19% | −9% |
Worst fall since June 28, 2021: 54% from January 4, 2022 to March 15, 2023. Getting back needed a 119% gain, reached on June 30, 2025, 838 days after the low.
Source: SEC EDGAR filings. Retrieved Invalid Date.
| Period | Revenue (TTM) |
|---|---|
| FY21 Q4 | $1B |
| FY22 Q4 | $4.4B |
| FY23 Q4 | $6.9B |
| FY24 Q4 | $14.1B |
| FY25 Q4 | $11.6B |
Source: SEC EDGAR filings. Retrieved Invalid Date.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY22 Q4 | 323.9% |
| FY23 Q4 | 56.6% |
| FY24 Q4 | 104.0% |
| FY25 Q4 | -17.5% |
Source: SEC EDGAR filings. Retrieved Invalid Date.
| Period | FCF margin (TTM) |
|---|---|
| FY21 Q4 | 162.1% |
| FY22 Q4 | 14.0% |
| FY23 Q4 | 19.8% |
| FY24 Q4 | 32.1% |
| FY25 Q4 | 21.9% |
| Fiscal year | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 |
|---|---|---|---|---|---|
| Income | |||||
| Revenue | 1.0 | 4.4 | 6.9 | 14.1 | 11.6 |
| Net income | −0.1 | 0.4 | 0.7 | 1.1 | 0.9 |
| Growth (year on year) | |||||
| Revenue | — | +323.9% | +56.6% | +104.0% | −17.5% |
| Net income | — | — | +57.3% | +67.7% | −24.4% |
| Margins | |||||
| Net margin | −10.8% | 9.8% | 9.9% | 8.1% | 7.4% |
| Free-cash-flow margin | 162.1% | 14.0% | 19.8% | 32.1% | 21.9% |
| Cash flow | |||||
| Cash from operations | 1.7 | 0.6 | 1.5 | 4.6 | 2.6 |
| Capital spending | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 |
| Free cash flow | 1.7 | 0.6 | 1.4 | 4.5 | 2.5 |
| Balance sheet | |||||
| Cash | 0.4 | 2.1 | 4.3 | 12.2 | 13.0 |
| Total debt | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Net debt (negative = net cash) | −0.4 | −2.1 | −4.3 | −12.2 | −13.0 |
| Diluted shares | 80m | 124m | 128m | 126m | 224m |
| Last 12 months unless stated | BNT | AIZ | L | AIG | SLF | HMN | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $11.6bn | $13.5bn | $18.8bn | $26.6bn | $30.0bn | $1.7bn | $12.5bn |
| Revenue growth, last 12 months | −17.5% | 9.4% | 2.8% | −4.2% | 5.9% | 5.9% | 4.4% |
| Revenue growth, 3-year average | — | 8.4% | 6.8% | 19.7% | — | 7.7% | 8.0% |
| Revenue growth, latest quarter | — | 9.4% | 1.9% | −0.1% | — | 7.7% | 4.8% |
| Net margin | 7.4% | 7.9% | 7.9% | 11.1% | 8.5% | 10.2% | 9.3% |
| Cash from operations / revenue | 22.5% | 13.9% | 13.9% | 14.5% | 6.7% | 32.4% | 14.2% |
| Free-cash-flow margin | 21.9% | 12.3% | 9.0% | 14.5% | 6.3% | 30.9% | 13.4% |
| Free-cash-flow margin, 3-year average | — | 10.4% | 12.2% | 16.7% | 11.7% | 27.1% | 12.2% |
| Stock pay / revenue | — | 0.7% | 0.2% | — | — | 0.5% | 0.7% |
| Change in share count | 77.8% | −1.4% | −2.9% | −11.1% | −2.7% | −0.3% | −1.9% |
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Partners Value Investments L.P. | $526M | 12.3M | 64.0% | 0.0% |
| Brookfield Corp | $57.8M | 1.4M | 7.0% | 0.0% |
| Royal Bank Of Canada | $36.7M | 860K | 4.5% | ▼ 0.1% |
| Vanguard Capital Management LLC | $33.1M | 777K | 4.0% | ▼ 20.7% |
| Bank Of Nova Scotia | $32M | 750K | 3.9% | ▲ 4.9% |
| Norges Bank | $14.8M | 348K | 1.8% | — |
| Principal Financial Group Inc | $14.8M | 347K | 1.8% | ▼ 4.1% |
| Canada Pension Plan Investment Board | $10.4M | 244K | 1.3% | ▲ 13.3% |
| Vanguard Fiduciary Trust Co | $10M | 235K | 1.2% | ▼ 27.2% |
| Montrusco Bolton Investments Inc. | $7.6M | 179K | 0.9% | ▼ 41.7% |
| Mackenzie Financial Corp | $6.5M | 107K | 0.8% | ▲ 9.1% |
| Tandem Capital Management Corp | $6.4M | 150K | 0.8% | ▼ 0.6% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Brookfield Wealth Solutions Ltd.'s complete shareholder register. Values are as reported by the filers .
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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