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Income Insurance Ltd’s Brookfield BN Stock Holding History

Income Insurance Ltd’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 		$260K Hold
6,088
– – 0.15% 126
2026
Q1 		$246K Hold
6,088
– – 0.17% 128
2025
Q4 		$280K Buy
+6,088
New +$278K 0.18% 110

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Income Insurance Ltd's BN Position: Q2 2026 in Review

Income Insurance Ltd held its Brookfield (BN) position steady in Q2 2026 at 6,088 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #126.

Income Insurance Ltd first reported a position in BN in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Income Insurance Ltd held 6,088 shares of Brookfield worth $260K as of Q2 2026.
  • Income Insurance Ltd left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.15% of Income Insurance Ltd's portfolio in Q2 2026, its #126 holding.
  • Income Insurance Ltd first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
  • Income Insurance Ltd's Brookfield position peaked at $280K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Income Insurance Ltd's 13F filing for Q2 2026, filed 24 Jul 2026.