Select Equity Group’s Brookfield BN Stock Holding History

Select Equity Group’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	$30.9M	Sell	765,841 -230,270	-23%	-$10.2M	0.16%	85
2025 Q4	$45.8M	Sell	996,111 -191,775	-16%	-$8.74M	0.2%	74
2025 Q3	$54.3M	Sell	1,187,886 -1,023,345	-46%	-$45.3M	0.22%	74
2025 Q2	$91.1M	Sell	2,211,231 -3,549,390	-62%	-$132M	0.38%	58
2025 Q1	$201M	Sell	5,760,621 -6,385,352	-53%	-$241M	0.87%	35
2024 Q4	$465M	Sell	12,145,973 -2,438,946	-17%	-$91.9M	1.85%	19
2024 Q3	$517M	Buy	+14,584,919	New	+$460M	1.86%	18
2023 Q1	–	Sell	-3,277,992	Closed	-$68.8M	–	167
2022 Q4	$68.8M	Buy	+3,277,992	New	+$73.5M	0.26%	68
2022 Q2	–	Sell	-6,570,344	Closed	-$200M	–	160
2022 Q1	$200M	Buy	+6,570,344	New	+$196M	0.65%	44
2020 Q2	–	Sell	-981,158	Closed	-$15.5M	–	154
2020 Q1	$15.5M	Sell	981,158 -5,335,921	-84%	-$110M	0.11%	89
2019 Q4	$130M	Buy	6,317,079 +1,650,131	+35%	+$32.9M	0.82%	44
2019 Q3	$88.4M	Sell	4,666,948 -655,868	-12%	-$11.9M	0.6%	47
2019 Q2	$90.7M	Buy	5,322,816 +4,644,759	+685%	+$78.6M	0.62%	44
2019 Q1	$11.3M	Sell	678,057 -846,226	-56%	-$13.2M	0.08%	81
2018 Q4	$20.9M	Sell	1,524,283 -2,158,314	-59%	-$32.2M	0.16%	77
2018 Q3	$58.5M	Sell	3,682,597 -3,718,128	-50%	-$56.5M	0.43%	53
2018 Q2	$107M	Sell	7,400,725 -1,532,215	-17%	-$21.9M	0.86%	35
2018 Q1	$124M	Sell	8,932,940 -1,202,762	-12%	-$17.4M	1.02%	32
2017 Q4	$157M	Sell	10,135,702 -610,275	-6%	-$9.22M	1.25%	28
2017 Q3	$158M	Sell	10,745,977 -3,924,423	-27%	-$55M	1.2%	33
2017 Q2	$205M	Buy	14,670,400 +337,275	+2%	+$4.54M	1.46%	24
2017 Q1	$186M	Buy	14,333,125 +5,738,898	+67%	+$72.7M	1.39%	25
2016 Q4	$101M	Buy	8,594,227 +443,563	+5%	+$5.41M	0.83%	42
2016 Q3	$102M	Sell	8,150,664 -23,826	-0.3%	-$292K	0.88%	40
2016 Q2	$96.5M	Sell	8,174,490 -109,893	-1%	-$1.31M	0.85%	40
2016 Q1	$101M	Sell	8,284,383 -2,248,763	-21%	-$24.2M	0.85%	42
2015 Q4	$117M	Sell	10,533,146 -146,140	-1%	-$1.71M	1.12%	29
2015 Q3	$118M	Sell	10,679,286 -2,522,332	-19%	-$29.4M	1.12%	32
2015 Q2	$162M	Sell	13,201,618 -477,688	-3%	-$6.08M	1.48%	26
2015 Q1	$172M	Sell	13,679,306 -498,985	-4%	-$6.19M	1.56%	24
2014 Q4	$166M	Sell	14,178,291 -9,454,371	-40%	-$106M	1.56%	24
2014 Q3	$249M	Sell	23,632,662 -1,002,742	-4%	-$10.8M	2.57%	11
2014 Q2	$254M	Sell	24,635,404 -1,343,045	-5%	-$13.4M	2.59%	12
2014 Q1	$248M	Buy	25,978,449 +151,271	+0.6%	+$1.38M	2.71%	11
2013 Q4	$235M	Buy	25,827,178 +2,258,368	+10%	+$20.6M	2.45%	15
2013 Q3	$206M	Buy	23,568,810 +1,968,109	+9%	+$16.8M	2.79%	9
2013 Q2	$182M	Buy	+21,600,701	New	+$185M	2.57%	13

Other funds holding BN

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Select Equity Group's BN Position: Q1 2026 in Review

Select Equity Group reduced its Brookfield (BN) stake by 23% in Q1 2026, selling an estimated $10.2M and leaving 765,841 shares worth $30.9M. The position accounts for 0.16% of the portfolio, ranked #85.

Select Equity Group first reported a position in BN in Q2 2013 and has held it in 37 quarters since. The position peaked at $517M in Q3 2024. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Select Equity Group held 765,841 shares of Brookfield worth $30.9M as of Q1 2026.
Select Equity Group sold 230,270 Brookfield shares in Q1 2026, an estimated $10.2M.
Brookfield made up 0.16% of Select Equity Group's portfolio in Q1 2026, its #85 holding.
Select Equity Group first reported a position in Brookfield in Q2 2013 and has held it in 37 quarters since.
Select Equity Group's Brookfield position peaked at $517M in Q3 2024.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.