Brookfield Wealth Solutions Ltd. is classed by the SEC under Insurance Carriers, NEC (industry code 6399), based in Pembroke, BM. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $12 billion and a profit of $863 million (its filed statements).
Insurance businessInsurance Carriers, NECPembroke, BMfilings since 20208 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a insurance business: prior from its industry code (SEC 6399, Insurance Carriers, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.0 out of ten, 8 of 9 metrics filed and 1 estimated: past 3.7 out of ten, present 3.8 out of ten, future 4.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 6.8 out of ten. No warning events in its filings since 2020. 68th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.6 out of ten. +82.8% a year over 5 filed years; profitable in 4 of 5. 56th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 0.5 out of ten. Share count grew 93.5% a year. 0% of cash flow returned. Insiders: 0 sales, 0 purchases. 5th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 1.4 out of ten. ROE 5%: 5¢ of profit per shareholder dollar. Leverage 89%: owes 89¢ per asset dollar. 14th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.5 out of ten. top 35% of 11 in its family; net margin 7.4%. 65th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 4.5 out of ten. CrossAssetData estimate 4.5/10, confidence 20 of 100 (family median). 50th percentile among 9 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Room to expand (future): 7.7 out of ten. top 23% of 11 in its family for room to expand. 77th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 3.0 out of ten. bottom 30% of 11 in its family for growth drivers. 30th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 3.5 out of ten. bottom 35% of 11 in its family for expectations against reality. 35th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 20-F filed 2026-03-26 for the period ended 2025-12-31 (on EDGAR). Newest filing: Form 6-K, 2026-08-14. Filings on record since 2020. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 89%, Canada 5%, Bermuda 4%, Other 3%. As tagged in its annual report (Form 20-F, filed 2026-03-26).
Who runs it
Shah, Sachin (Chief Executive Officer); Mcraith, Michael Thomas (Vice Chair); Corbett, Thomas Douglas (Chief Financial Officer); Forestell, Paul Gilchrist (Chief Actuary); Lorilla, Lorenzo Fernando M (Chief Investment Officer); Blattman, Barry S (director); Chang, Soonyoung (director); Cox, William John (director); Mayes, Michele Coleman (director); Morrison, Gregory E A (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.