Markel Group’s Brookfield Wealth Solutions BNT Stock Holding History

Markel Group’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
2024 Q3	–	Sell	-90,152	Closed	-$2.5M	–	138
2024 Q2	$2.5M	Hold	90,152	–	–	0.02%	126
2024 Q1	$2.51M	Hold	90,152	–	–	0.02%	120
2023 Q4	$2.43M	Hold	90,152	–	–	0.03%	119
2023 Q3	$1.89M	Hold	90,152	–	–	0.02%	123
2023 Q2	$2.04M	Hold	90,152	–	–	0.02%	120
2023 Q1	$1.98M	Hold	90,152	–	–	0.03%	124
2022 Q4	$1.88M	Hold	90,152	–	–	0.03%	122
2022 Q3	$2.46M	Hold	90,152	–	–	0.04%	112
2022 Q2	$2.68M	Hold	90,152	–	–	0.04%	112
2022 Q1	$3.44M	Hold	90,152	–	–	0.04%	105
2021 Q4	$3.76M	Hold	90,152	–	–	0.04%	104
2021 Q3	$3.34M	Sell	90,152 -1	-0%	-$38	0.04%	102
2021 Q2	$3.13M	Buy	+90,153	New	+$3.43M	0.04%	104

Other funds holding BNT

PVI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

TCM

Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Markel Group's BNT Position: Q3 2024 in Review

Markel Group sold out of Brookfield Wealth Solutions (BNT) in Q3 2024, closing a stake of 90,152 shares — an estimated $2.5M sold.

Markel Group first reported a position in BNT in Q2 2021 and held it in 13 quarters. The position peaked at $3.76M in Q4 2021. 103 funds tracked by Wall St. Rank hold BNT as of Q3 2024.

Markel Group reported no remaining Brookfield Wealth Solutions position as of Q3 2024 after selling out during the quarter.
Markel Group sold 90,152 Brookfield Wealth Solutions shares in Q3 2024, an estimated $2.5M.
Markel Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 13 quarters.
Markel Group's Brookfield Wealth Solutions position peaked at $3.76M in Q4 2021.
103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2024.

Based on Markel Group's 13F filing for Q3 2024, filed 1 Nov 2024.