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. 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.
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.