Swiss Re’s Brookfield BN Stock Holding History

Swiss Re’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	$137K	Buy	3,203 +2,724	+569%	+$122K	0.01%	181
2026 Q1	$19.3K	Hold	479	–	–	0.12%	132
2025 Q4	$22K	Buy	+479	New	+$21.8K	﹤0.01%	112

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Swiss Re's BN Position: Q2 2026 in Review

Swiss Re increased its Brookfield (BN) stake by 569% in Q2 2026, buying an estimated $122K and bringing the position to 3,203 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #181.

Swiss Re first reported a position in BN in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Swiss Re held 3,203 shares of Brookfield worth $137K as of Q2 2026.
Swiss Re bought 2,724 Brookfield shares in Q2 2026, an estimated $122K.
Brookfield made up 0.01% of Swiss Re's portfolio in Q2 2026, its #181 holding.
Swiss Re first reported a position in Brookfield in Q4 2025 and has held it in 3 quarters since.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.