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.
The Brookfield Wealth Solutions Ltd. (NYSE, TSX: BNT) SEC filings page provides access to the company’s regulatory disclosures as a foreign private issuer in the diversified insurance sector. Brookfield Wealth Solutions files annual reports on Form 20-F and current reports on Form 6-K under the U.S. Securities Exchange Act of 1934. These filings include audited annual financial statements, interim financial information, press releases and other documents that describe the company’s insurance, reinsurance and pension risk transfer activities.
Through its filings, Brookfield Wealth Solutions reports financial results prepared under U.S. GAAP, including net income, balance sheet data and details on policyholder-related liabilities. The company also explains non-GAAP measures such as distributable operating earnings and group capital, outlining how these metrics differ from U.S. GAAP figures and how management uses them to evaluate operating performance and capital strength across its regulated insurance subsidiaries and holding companies.
Investors reviewing BNT SEC filings can find information about Brookfield Wealth Solutions’ Direct Insurance, Reinsurance and Pension Risk Transfer segments, as well as disclosures on its life insurance, annuity and property and casualty businesses. Filings also describe the structure of its class A exchangeable limited voting shares, class B limited voting shares and class C shares, including the one-for-one exchangeability of class A shares into Brookfield Corporation’s class A limited voting shares. Current reports on Form 6-K frequently furnish press releases on quarterly results, stock split actions, capital position updates, international regulatory authorizations and acquisition-related announcements.
On Stock Titan, these filings are complemented by AI-powered summaries that highlight key points from lengthy documents such as the Form 20-F and interim reports furnished on Form 6-K. Users can quickly see how Brookfield Wealth Solutions’ earnings, capital measures and insurance liabilities are evolving, while still having direct access to the full text of each filing. The filings page also surfaces relevant information on governance matters, such as director election results, and references to Brookfield Corporation’s disclosures where Brookfield Wealth Solutions notes the intended economic equivalence between its class A shares and Brookfield Corporation’s class A shares.
Brookfield Wealth Solutions Ltd. director Lori Anne Pearson filed an initial Form 3 reporting her holdings of Class A Exchangeable Limited Voting Shares. She reports 117,763 shares held directly, plus additional indirect interests, including shares held through a related Ontario company and interests tied to escrowed stock arrangements.
The exchangeable shares may be exchanged on a one-for-one basis into Class A Limited Voting Shares of Brookfield Corporation or a cash equivalent, at Brookfield Corporation’s election. Certain indirect interests arise from an escrowed stock plan where awards generally vest 20% each year beginning on the first anniversary of the award date and may deliver exchangeable shares no later than the 10th anniversary.
Brookfield Wealth Solutions Ltd. filed an initial insider ownership report for Chief Actuary Paul Gilchrist Forestell. This Form 3 establishes him as a reporting insider for Brookfield Wealth Solutions, meaning his future equity-related holdings and transactions in BNT shares will be subject to public disclosure rules.
Brookfield Wealth Solutions Ltd. director and officer Michael Thomas McRaith, who serves as Vice Chair, filed an initial Form 3 statement of beneficial ownership. The filing reports no transactions in the company’s securities, and no derivative positions are listed in this disclosure.
Brookfield Wealth Solutions Ltd. filed an initial insider ownership report identifying Lorilla Lorenzo Fernando M as Chief Investment Officer. This Form 3 establishes Fernando M’s status as a reporting insider for Brookfield Wealth Solutions but does not disclose any buy or sell transactions in this filing.
Brookfield Wealth Solutions Ltd. Chief Financial Officer Corbett Thomas Douglas filed an initial ownership report for Class A Exchangeable Limited Voting Shares. He reported 2,967 Exchangeable Shares and 16,469 Restricted Exchangeable Shares, which can be exchanged one-for-one into Class A Limited Voting Shares of Brookfield Corporation or its cash equivalent.
The Restricted Exchangeable Shares generally vest 20% per year over five years, with awards granted in lieu of annual cash bonuses vesting immediately. As of the report date, 3,938 Restricted Exchangeable Shares are vested and 12,531 remain unvested.
Brookfield Wealth Solutions Ltd. director and Chief Executive Officer Sachin Shah filed an initial statement of beneficial ownership. The filing reports direct ownership of 20,123 Class A Exchangeable Limited Voting Shares and additional indirect holdings of 6,769, 1,921,054 and 657 similar shares through related entities and escrowed share arrangements. These exchangeable shares may be exchanged on a one-for-one basis into Class A Limited Voting Shares of Brookfield Corporation or its cash equivalent, as described in the filing.
Brookfield Wealth Solutions reported higher operating performance for 2025 and raised its shareholder distribution. Distributable operating earnings rose to $1.7B for the year from $1.4B, reflecting a larger asset base and repositioning into higher-yield investments.
Full-year net income declined to $863M from $1.25B, as 2025 results were affected by unfavorable reserve and investment movements tied to interest rate and equity market volatility, compared with favorable markets a year earlier. Total assets grew to $157.2B from $140.0B.
The board approved a 17% increase in the quarterly return of capital to $0.07 per class A and B share, or $0.28 annually, payable on March 31, 2026 to holders of record on March 17, 2026. The company deployed $13B into Brookfield-originated strategies at an average 8.5% yield, originated $20B of annuity sales, and maintained about $8B of property and casualty float.
Brookfield Wealth Solutions highlighted strong liquidity with roughly $35B in cash and short-term liquid investments and $26B in long-term liquid investments. Management expects continued growth, supported by international expansion, including the planned acquisition of Just Group plc, which is expected to close in the first half of 2026, and its first Japan-based reinsurance agreement.
Brookfield Wealth Solutions Ltd. filed a Form 6-K as a foreign private issuer for November 2025, mainly to furnish its interim report for the quarter ended September 30, 2025 as Exhibit 99.1. The filing also includes Canadian law certifications from the Chief Executive Officer and Chief Financial Officer as Exhibits 99.2 and 99.3.