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. 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.
Brookfield Wealth Solutions Ltd., a Bermuda company listed on the NYSE, has filed its Form 20-F annual report for the year ended December 31, 2025. The filing outlines its exchangeable share structure, designed to mirror one Brookfield Class A Share economically through exchange rights and matched distributions.
As of December 31, 2025, the company had 65,307,416 Class A exchangeable limited voting shares, 36,000 Class B limited voting shares and 272,687,160 Class C non-voting shares outstanding. The report highlights completed acquisitions, including the AEL Acquisition for approximately $4.3 billion and the Clearbrook Acquisition for approximately $1.1 billion, and a proposed Just Group acquisition for approximately £2.4 billion. It also introduces key non-GAAP measures such as Distributable Operating Earnings, adjusted equity and liquidity, and provides extensive risk disclosures covering the exchangeable shares, regulatory and tax risks, and the company’s reliance on Brookfield Corporation.
Brookfield Wealth Solutions Ltd. director Rodert Lars filed an initial ownership report on Form 3. This filing establishes his status as an insider of the company but does not list any stock or option holdings and reports no buying, selling, or other transactions.
Brookfield Wealth Solutions Ltd. director Michele Coleman Mayes has filed an initial Form 3 reporting her status as an insider of the company. The filing lists her as a director but does not report any purchases, sales, or other transactions in BNT securities.
Brookfield Wealth Solutions Ltd. director William John Cox filed an initial Form 3 reporting beneficial ownership of 8,947 Class A Exchangeable Limited Voting Shares. These shares are exchangeable on a one-for-one basis into Class A Limited Voting Shares of Brookfield Corporation or their cash equivalent at Brookfield Corporation’s election.
Brookfield Wealth Solutions Ltd. director Chang Soonyoung has filed an initial Form 3 with the SEC. This filing serves as the first required statement of beneficial ownership for this insider and, in the excerpt provided, does not report any share transactions.
Brookfield Wealth Solutions Ltd. director Barry S. Blattman filed an initial ownership report showing holdings of Class A Exchangeable Limited Voting Shares. He directly holds 899,052 shares and indirectly holds additional shares through two family trusts. These exchangeable shares can be swapped one-for-one into Class A Limited Voting Shares of Brookfield Corporation or an equivalent cash amount, at Brookfield Corporation’s election.
Brookfield Wealth Solutions Ltd. filed an initial insider ownership report for director Gregory E. A. Morrison. The filing identifies him as a director of the company but, in this excerpt, does not show any reported transactions or derivative positions.