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. 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.