Broad Run Investment Management’s Brookfield Wealth Solutions BNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$971K Hold
2025
Q1
$820K Hold
2024
Q4
$903K Hold
2024
Q3
$836K Hold
2024
Q2
$654K Sell
2024
Q1
$723K Hold
2023
Q4
$699K Hold
2023
Q3
$545K Buy
2023
Q2
$532K Hold
2023
Q1
$518K Hold
2022
Q4
$492K Hold
2022
Q3
$643K Hold
2022
Q2
$701K Hold
2022
Q1
$899K Sell
2021
Q4
$1.25M Sell
2021
Q3
$1.2M Sell
2021
Q2
$1.16M Buy