Brookfield Reinsurance Class A (BNRE.A)

Market Cap: 6.88B

About: Brookfield Reinsurance Ltd operates a capital solutions business providing insurance and reinsurance services to individuals and institutions. Through its subsidiary, the company offers a broad range of insurance products and services, including life insurance and annuities, and personal and commercial property and casualty insurance. It is organized into three reporting segments: Direct Insurance, Reinsurance, and Pension Risk Transfer (PRT).

Employees: 4,000

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

9% more capital invested

Capital invested by funds: $304M [Q4 2023] → $333M (+$28.6M) [Q1 2024]

1.24% more ownership

Funds ownership: 23.42% [Q4 2023] → 24.66% (+1.24%) [Q1 2024]

14% less funds holding

Funds holding: 29 [Q4 2023] → 25 (-4) [Q1 2024]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2023] → 1 (-1) [Q1 2024]

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6