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Miller Global Investments’s Brookfield BN Stock Holding History

Miller Global Investments’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 		$13.4K Hold
315
– – 0.01% 223
2026
Q1 		$12.7K Buy
+315
New +$14K 0.01% 225

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Miller Global Investments's BN Position: Q2 2026 in Review

Miller Global Investments held its Brookfield (BN) position steady in Q2 2026 at 315 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #223.

Miller Global Investments first reported a position in BN in Q1 2026 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Miller Global Investments held 315 shares of Brookfield worth $13.4K as of Q2 2026.
  • Miller Global Investments left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up 0.01% of Miller Global Investments's portfolio in Q2 2026, its #223 holding.
  • Miller Global Investments first reported a position in Brookfield in Q1 2026 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.