Clal Insurance’s Brookfield BN Stock Holding History

Clal Insurance’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16K	Sell	374 -33	-8%	-$1.48K	﹤0.01%	169
2026 Q1	$16K	Hold	407	–	–	﹤0.01%	166
2025 Q4	$19K	Buy	407 +23	+6%	+$1.05K	﹤0.01%	164
2025 Q3	$18K	Sell	384 -9	-2%	-$399	﹤0.01%	172
2025 Q2	$16K	Buy	393 +15	+4%	+$556	﹤0.01%	170
2025 Q1	$13K	Buy	+378	New	+$14.3K	﹤0.01%	175

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Clal Insurance's BN Position: Q2 2026 in Review

Clal Insurance reduced its Brookfield (BN) stake by 8.1% in Q2 2026, selling an estimated $1.48K and leaving 374 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Clal Insurance first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $19K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Clal Insurance held 374 shares of Brookfield worth $16K as of Q2 2026.
Clal Insurance sold 33 Brookfield shares in Q2 2026, an estimated $1.48K.
Brookfield made up ﹤0.01% of Clal Insurance's portfolio in Q2 2026, its #169 holding.
Clal Insurance first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
Clal Insurance's Brookfield position peaked at $19K in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.