Factory Mutual Insurance’s Brookfield BN Stock Holding History

Factory Mutual 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 Q1	$19.4M	Sell	480,200 -67,450	-12%	-$2.99M	0.22%	112
2025 Q4	$25.1M	Sell	547,650 -13,350	-2%	-$609K	0.25%	100
2025 Q3	$25.6M	Hold	561,000	–	–	0.25%	100
2025 Q2	$23.1M	Hold	561,000	–	–	0.25%	107
2025 Q1	$19.6M	Hold	561,000	–	–	0.23%	114
2024 Q4	$21.5M	Buy	561,000 +144,000	+35%	+$5.42M	0.23%	110
2024 Q3	$14.8M	Hold	417,000	–	–	0.15%	138
2024 Q2	$11.5M	Hold	417,000	–	–	0.13%	140
2024 Q1	$11.6M	Hold	417,000	–	–	0.13%	142
2023 Q4	$11.2M	Buy	+417,000	New	+$9.47M	0.14%	136

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return