Ownership history in BROOKFIELD Corp /ON/ Β· 6 quarters on record
This page tracks every 13F SEC filing in which BROOKFIELD Corp /ON/ reported a position in BROOKFIELD WEALTH SOLUTIONS LTD (BNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BROOKFIELD Corp /ON/ outperformed the S&P 500 by +7.7% annually on this BNT position. Timing score: 33% (1/3 decisions correct). Average cost basis: $39.34. Maximum drawdown during holding period: β9.0%.
π₯ Exceptional β beat the S&P 500 by 7.7% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $35.17 (2024 Q3) Β· Worst: $45.87 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size