ClearBridge Investments
BNT

ClearBridge Investments’s Brookfield Wealth Solutions BNT Stock Holding History

ClearBridge Investments’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-93,618
Closed -$2.85M – 744
2025
Q3 		$2.85M Sell
93,618
-1,208
-1% -$53.5K ﹤0.01% 621
2025
Q2 		$3.91M Sell
94,826
-724
-0.8% -$26.8K ﹤0.01% 589
2025
Q1 		$3.32M Buy
+95,550
New +$3.61M ﹤0.01% 586

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $238M AUM 38.59% 1-Year Est. Return

ClearBridge Investments's BNT Position: Q4 2025 in Review

ClearBridge Investments sold out of Brookfield Wealth Solutions (BNT) in Q4 2025, closing a stake of 93,618 shares — an estimated $2.85M sold.

ClearBridge Investments first reported a position in BNT in Q1 2025 and held it in 3 quarters. The position peaked at $3.91M in Q2 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q4 2025.

  • ClearBridge Investments reported no remaining Brookfield Wealth Solutions position as of Q4 2025 after selling out during the quarter.
  • ClearBridge Investments sold 93,618 Brookfield Wealth Solutions shares in Q4 2025, an estimated $2.85M.
  • ClearBridge Investments first reported a position in Brookfield Wealth Solutions in Q1 2025 and held it in 3 quarters.
  • ClearBridge Investments's Brookfield Wealth Solutions position peaked at $3.91M in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2025.

Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.