Brookfield Wealth Solutions
- Market cap
- 13.20B
- P/E (TTM)i
- 19.81
- P/Bi
- 0.75
- EPSi
- 2.30
- Div yieldi
- 0.70%
- 52W posi
- 9%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 5.64% -0.02pp
- Institutions
- 149 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-05
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
8 filings tracked · 1 buys · 0 sells
| Name | Role | Stake |
|---|---|---|
| James Flatt | -- | 6.63% |
| Sachin Shah | CEO, Head of Insurance Solutions Business & Director | 0.54% |
| Barry Blattman | Director | 0.31% |
| Lori Pearson | Chairperson | 0.06% |
| William Cox | Lead Independent Director | 0.00% |
| Thomas Corbett | Managing Partner & CFO | 0.00% |
| Anne Schaumburg | Independent Director | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-04 | James Flatt | -- | Other Acquisition | +219,924 | -- |
| 2026-03-17 | Barry Blattman | Director | Initial Statement of Beneficial | 0 | -- |
| 2026-03-17 | Sachin Shah | CEO, Head of Insurance Solutions Business & Director | Initial Statement of Beneficial | 0 | -- |
| 2026-03-17 | Lori Pearson | Chairperson | Initial Statement of Beneficial | 0 | -- |
| 2026-03-17 | Anne Schaumburg | Independent Director | Initial Statement of Beneficial | 0 | -- |
| 2026-03-17 | William Cox | Lead Independent Director | Initial Statement of Beneficial | 0 | -- |
| 2026-03-17 | Thomas Corbett | Managing Partner & CFO | Initial Statement of Beneficial | 0 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:03:59 · For reference only, not investment advice and not tailored to your situation.