| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Markel Group · Tom Gayner | $98.4M | 0.75% | 2.19M | — | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $3.0M | 0.01% | 67.55K | +122% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a BAM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Kingston (Brian William)Director of Issuer | Exercise of options at price 17.81 per share. | 225K | $4.01M |
| Sep 29, 2026 | Kingston (Brian William)Director of Issuer | Disposition in the public market at price 44.97 per share. | 225K | $10.12M |
| Aug 20, 2026 | Goodman (Nicholas Howard)Director or Senior Officer of 10% Security Holder | Exercise of options at price 17.81 per share. | 12.4K | $221.75K |
| Aug 20, 2026 | Goodman (Nicholas Howard)Director or Senior Officer of 10% Security Holder | Disposition in the public market at price 51.52 per share. | 6.5K | $335.65K |
| Aug 20, 2026 | Goodman (Nicholas Howard)Director or Senior Officer of 10% Security Holder | Disposition in the public market at price 52.55 per share. | 5.9K | $311.88K |
| Aug 18, 2026 | Beber (Justin B.)Director of Issuer | Exercise of options at price 17.81 per share. | 39.6K | $704.64K |
| Aug 18, 2026 | Beber (Justin B.)Director of Issuer | Disposition in the public market at price 51.47 per share. | 20.4K | $1.05M |
| Aug 18, 2026 | Beber (Justin B.)Director of Issuer | Disposition in the public market at price 52.54 per share. | 11.1K | $584.29K |
| Aug 18, 2026 | Beber (Justin B.)Director of Issuer | — | 1K | — |
| Jun 4, 2026 | Baron (Lowell G.)Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6) | — | 855 | — |
| Jun 4, 2026 | Beber (Justin B.)Director of Issuer | — | 2.1K | — |
| Jun 4, 2026 | Blattman (Barry S)Director of Issuer | — | 1.6K | — |
| Jun 4, 2026 | Blidner (Jeffrey M)Director or Senior Officer of 10% Security Holder | — | 55.9K | — |
| Jun 4, 2026 | Cockwell (Jack Lynn)Director or Senior Officer of 10% Security Holder | — | 203.7K | — |
| Jun 4, 2026 | Flatt (J. Bruce)Director of Issuer | — | 147.1K | — |
| Jun 4, 2026 | Goodman (Nicholas Howard)Director or Senior Officer of 10% Security Holder | — | 853 | — |
| Jun 4, 2026 | Kingston (Brian William)Director of Issuer | — | 280.9K | — |
| Jun 4, 2026 | Lawson (Brian)Director or Senior Officer of 10% Security Holder | — | 16.6K | — |
| Jun 4, 2026 | Lawson (Brian)Director or Senior Officer of 10% Security Holder | — | 72.2K | — |
| Jun 4, 2026 | Madon (Cyrus)Director of Issuer | — | 90.1K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.1 | -6.0 | -4.9 | 8.0 | 1.2 | -7.7 | 7.9 | 6.4 | -13.4 | 2.8 | −12.5% | ||
| 2025 | 10.4 | -5.4 | -14.4 | 10.1 | 5.2 | -1.5 | 11.6 | -2.4 | -5.4 | -5.1 | -2.4 | -0.7 | −3.3% |
| 2024 | 0.0 | 1.4 | 3.1 | -9.1 | 2.7 | -3.0 | 14.7 | -6.6 | 16.0 | 12.2 | 7.8 | -5.2 | +34.9% |
| 2023 | 13.9 | 3.0 | -2.7 | 2.5 | -9.0 | 6.9 | 3.3 | 2.5 | -3.5 | -14.0 | 22.2 | 14.7 | +40.1% |
| 2022 | — |
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. Brookfield Asset Management Ltd. was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.
Buy / hold / sell counts