BROOKFIELD WEALTH SOLUTIONS LTD.
In the published model solve dated 2026-Q2, anchored at $45.35, BROOKFIELD WEALTH SOLUTIONS LTD. (BNT) is priced for 8.0% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Long-dated money is the product here: retail annuities, funding agreements and pension risk transfer contracts bring in obligations the company can invest against for years, and the annual filing describes the pension side without ornament, noting that ⟦"PRT using insurance typically involves a single premium group annuity contract that is issued to a pension plan by an insurer, permitting the corporate pension plan sponsor to discharge certain pension plan liabilities from its balance sheet"⟧
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104 institutional managers reported holding BNT in 13F filings for the quarter ended 2026-03-31. Together they hold about 9% of the company; the top 10 hold 8%. 14 opened new positions that quarter. Held by Vanguard Group, CPP Investment Board, Goldman Sachs, among others. On the short side, 361k shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (15.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.