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Madison Investment Advisors’s Brookfield BN Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$69.7M Buy
+1,819,845
New +$68.6M 0.79% 46

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Madison Investment Advisors's BN Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Brookfield (BN) in Q4 2024: 1,819,845 shares worth $69.7M. The stake represents 0.79% of the portfolio and ranks #46 among its holdings.

825 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Madison Investment Advisors held 1,819,845 shares of Brookfield worth $69.7M as of Q4 2024.
  • Brookfield was a new Madison Investment Advisors position in Q4 2024.
  • Brookfield made up 0.79% of Madison Investment Advisors's portfolio in Q4 2024, its #46 holding.
  • 825 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.