Welcome to our dedicated page for Brookfield Wealth Solutions SEC filings (Ticker: BNT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Brookfield Wealth Solutions Ltd. filings document a foreign private issuer with insurance, retirement services, wealth protection and capital-solutions operations. Form 20-F annual reporting and Form 6-K reports disclose audited and interim financial statements, operating results, distributions, insurance subsidiary capital, investment activity, acquisitions and updates across life, annuity and property/casualty businesses.
The company’s regulatory filings also cover governance and shareholder matters, including its Code of Business Conduct and Ethics, annual general and special meeting records, and voting mechanics for class A exchangeable limited voting shares, class B limited voting shares and class C non-voting shares. Capital-structure disclosures address the exchangeability of the class A shares with Brookfield Corporation shares, registration-statement incorporation, and the completed three-for-two stock split.
Brookfield Wealth Solutions Ltd. has called a virtual annual and special meeting on July 16, 2026 for holders of its Class A, B and C shares to vote on a major corporate simplification transaction with Brookfield Corporation.
The plan of arrangement would combine Brookfield Corporation and Brookfield Wealth under a new parent, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol “BN”, giving investors direct ownership of the integrated insurance and investment business. Shareholders will also vote on quarterly return of capital resolutions, reappointment of Deloitte LLP as auditor, election of ten directors, and new share option and escrowed stock plans for Brookfield entities. Voting is based on a May 29, 2026 record date, with a 9.9% cap on Class A voting power and reallocation of excess votes among other Class A holders.
Brookfield Corporation and Brookfield Wealth Solutions have received board approval for a corporate simplification transaction that will combine them under one publicly traded company, Brookfield Corporation Ltd. All BN class A limited voting shares and BWS class A exchangeable limited voting shares will be exchanged one-for-one for new shares of Brookfield Corporation Ltd., which is expected to trade on the NYSE and TSX under the symbol BN.
The transaction will proceed via a court-approved plan of arrangement, subject to shareholder approval at both companies’ 2026 annual general meetings on July 16, 2026, and to regulatory and court approvals. It is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.
After completion, Brookfield Corporation Ltd. is expected to pay a quarterly distribution equal to the current distributions paid by BN and BWS. Completion is subject to customary conditions and is targeted to close by year-end.
Brookfield Wealth Solutions Ltd. reported a net loss of $602 million for the three months ended March 31, 2026, compared with a net loss of $282 million a year earlier, as total revenues fell to $1,656 million from $2,618 million. Results were pressured by net premiums of $687 million versus $1,122 million and significantly higher investment-related losses of $696 million, driven largely by net losses of $755 million on equity securities.
Total other comprehensive loss of $414 million, mainly from a $736 million decline in unrealized investment gains, turned comprehensive income into a loss of $1,016 million compared with comprehensive income of $62 million in 2025. Total assets were $156,059 million and equity was $16,891 million as of March 31, 2026, down from $157,181 million and $17,917 million at year-end 2025.
Brookfield Wealth Solutions reported first-quarter 2026 results showing relatively stable core earnings but a larger accounting loss. Distributable operating earnings were $438 million, nearly unchanged from $437 million a year earlier, supported by higher investment income in annuities and better underwriting in property and casualty insurance.
The company recorded a net loss of $602 million versus a $282 million loss last year, mainly from unfavorable mark-to-market movements on public equity positions. Total assets were $156,059 million, and management highlighted strong liquidity with about $36 billion in cash and short-term liquid investments plus roughly $43 billion in long-term liquid investments. Brookfield closed the acquisition of U.K.-based Just Group plc, originated $5 billion of sales across annuity and pension channels, and deployed $4 billion into Brookfield-originated strategies at a 10% average target yield. The board declared a quarterly return of capital of $0.07 per class A and B share, payable on June 30, 2026. Brookfield Corporation also outlined a proposed combination of Brookfield Corporation and Brookfield Wealth Solutions into a single listed entity trading under the symbol “BN,” subject to board decisions and shareholder approvals targeted for their annual meetings on July 16, 2026.
Brookfield Wealth Solutions Ltd. has furnished an updated Code of Business Conduct and Ethics outlining expectations for all directors, officers, employees and temporary workers. The Code emphasizes honesty, integrity and compliance with legal, regulatory and fiduciary duties across the organization.
Key sections address protecting company assets and confidential data, strict accuracy of books, records and public disclosures, managing conflicts of interest, fair dealing with stakeholders, and maintaining a positive, discrimination‑free work environment. It details rules on personal trading when in possession of material non‑public information, anti‑bribery and anti‑money laundering standards, and use of AI tools and electronic communications.
The Code also sets out mandatory annual certifications, internal and anonymous hotline reporting channels, non‑retaliation protections, and the possibility of disciplinary action up to termination or legal proceedings for violations. The Board reviews the Code at least annually and may amend it, with waivers allowed only in exceptional circumstances.
Brookfield Wealth Solutions Ltd. has scheduled its Annual General and Special Meeting of security holders for July 16, 2026. The company has set May 29, 2026 as the record date for notice, voting, and determining beneficial ownership, meaning investors on the register that day will be entitled to receive materials and vote.
Holders of Class A Exchangeable Limited Voting Shares, Class B Limited Voting Shares, and Class C Non-Voting Shares are entitled to receive notice of the meeting, and the same three classes are listed as entitled to vote at the meeting. The company will use a notice-and-access approach for both registered shareholders and beneficial holders, and it will pay for delivery of proxy-related materials to objecting beneficial owners.
Brookfield Wealth Solutions Ltd. filed an initial ownership report for Brookfield Real Estate Income Trust Inc., showing large indirect holdings through BUSI II-C L.P. as of April 20, 2026.
The filing lists 2,942,096 shares of Class E Common Stock and 27,664,050 shares of Class I Common Stock held indirectly by BUSI II-C. A footnote explains that Brookfield Corporation ultimately controls Brookfield Wealth Solutions Ltd., BUSI II-C and related entities and is the ultimate beneficial owner of the shares held by BUSI II-C and other affiliates.
The filing also notes that, effective April 20, 2026, Brookfield Corporation completed an internal reorganization that changed which affiliated entities are included as reporting persons, and it states that Brookfield Wealth Solutions Ltd. disclaims beneficial ownership of securities beyond its pecuniary interest.
Brookfield Wealth Solutions Ltd. reported a sharp increase in capital backing its insurance businesses, with total group capital reaching $19.8 billion at year-end 2025, up from $5.7 billion in 2022. Capital at insurance subsidiaries rose to $14.4 billion, while group holding companies reached $5.3 billion.
This stronger balance sheet supports “A” financial strength ratings for its U.S. life and annuity companies, an upgraded rating for Blumont Annuity Company in Canada, and stable ratings for property and casualty units Argo and Farm Family. Management highlights this capital base as a foundation for continued expansion in the U.S., Canada, the U.K. and Japan.
Brookfield Wealth Solutions Ltd. has completed its £2.4 billion ($3.2 billion) acquisition of Just Group Plc, a U.K. retirement services provider. Just serves over 700,000 customers and manages £30 billion of pension savings, deepening Brookfield Wealth Solutions’ role in pension risk transfer and annuity markets.
The deal significantly expands Brookfield Wealth Solutions’ U.K. footprint and raises its global insurance assets under management to approximately $180 billion. U.K. pension risk transfer volumes are projected at £40–50 billion of liabilities transferring to insurers annually. As part of the transaction, Sir Nigel Wilson has been appointed Independent Chair of Just, and the transaction received approvals from the Prudential Regulation Authority and the Financial Conduct Authority.
Brookfield Wealth Solutions Ltd. filed its 2025 annual report, including audited financial statements for the year ended December 31, 2025, as a Form 20-F with U.S. and Canadian regulators. The documents are available on the company’s website, the SEC’s EDGAR system, and SEDAR+, with hard copies offered free to shareholders on request.