← Brookfield Wealth Solutions Ltd.

Annual Trend FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Short-term investments, at estimated fair value — — $2.4b $3.1b $4.4b $475.0m
Cash and cash equivalents $35.0m $393.0m $2.1b $4.3b $12.2b $13.0b
Premiums due and other receivables — $0 $436.0m $711.0m $647.0m $620.0m
Property and equipment (net of accumulated depreciation of $400 and $377, respectively) $2.0m $2.0m $194.0m $294.0m $272.0m $290.0m
Intangible assets (net of accumulated amortization of $237 and $106, respectively) $0 $3.0m $52.0m $235.0m $1.7b $1.6b
Goodwill — $0 $102.0m $121.0m $783.0m $783.0m
Other assets — $29.0m $262.0m $730.0m $2.5b $2.8b
Equity
Available-for-sale fixed maturity securities, at fair value (net of allowance for credit losses of $4 and $27, respectively; amortized cost of $63,157 and $53,651, respectively) — — $16.3b $18.8b $53.8b $64.2b
Equity securities, at fair value — — $1.3b $3.7b $3.9b $8.0b
Mortgage loans on real estate, at amortized cost (net of allowance for credit losses of $113 and $158, respectively) — — $5.9b $6.0b $12.4b $11.2b
Private loans, at amortized cost (net of allowance for credit losses of $181 and $97, respectively) — — $1.1b $1.2b $5.2b $8.4b
Investment real estate, at cost (net of accumulated depreciation of $238 and $232, respectively) — — $1.0b $4.0b $2.4b $3.0b
Real estate partnerships — — — $3.1b $3.4b $4.2b
Investment funds — — $1.7b $2.5b $6.1b $9.0b
Policy loans — — $374.0m $390.0m $276.0m $234.0m
Other invested assets — — $211.0m $279.0m $1.1b $1.3b
Deferred policy acquisition costs, deferred sales inducements and value of business acquired — — $1.6b $2.5b $10.7b $11.7b
Reinsurance funds withheld $0 $4.7b $5.6b $7.2b $1.5b $1.4b
Ceded unearned premiums — — $47.0m $401.0m $520.0m $352.0m
Deferred tax asset $0 $20.0m $531.0m $432.0m $760.0m $687.0m
Reinsurance recoverables and deposit assets — — $589.0m $3.4b $13.2b $12.2b
Separate account assets $0 $0 $1.0b $1.2b $1.3b $822.0m
Future policy benefits ($1.3b) $8.5b $15.8b $9.8b $14.1b $16.2b
Policyholders’ account balances — — $20.1b $24.9b $83.1b $93.0b
Policy and contract claims — $0 $1.8b $7.3b $7.7b $7.3b
Deposit liabilities — — $1.7b $1.6b $1.5b $1.4b
Market risk benefits — — $124.0m $89.0m $3.7b $4.5b
Unearned premium reserve — — $1.1b $2.1b $1.8b $1.3b
Due to related parties $0 $467.0m $309.0m $564.0m $684.0m $819.0m
Other policyholder funds — $0 $322.0m $335.0m $347.0m $360.0m
Notes payable — $0 $151.0m $174.0m $189.0m $205.0m
Corporate borrowings $0 $693.0m $2.2b $1.7b $1.0b $628.0m
Non-recourse borrowings — — — — $4.3b $4.9b
Funds withheld for reinsurance liabilities — — $151.0m $114.0m $3.4b $3.2b
Other liabilities — $64.0m $731.0m $1.1b $54.0m $74.0m
Separate account liabilities — $0 $1.0b $1.2b $1.3b $822.0m
Non-controlling interests — $0 $8.0m $146.0m $850.0m $331.0m
Total investments — — $30.3b $39.8b $93.0b $110.0b
Total equity $83.0m $1.4b $1.5b $6.2b $13.1b $17.9b
Total assets $1.4b $11.5b $43.5b $61.6b $140.0b $157.2b
Accrued investment income — $21.0m $341.0m $280.0m $860.0m $892.0m
Total liabilities $1.4b $10.1b $42.0b $52.8b $126.9b $139.3b
Common stock, carrying amount — — $2.3b $6.8b $11.4b $15.0b
Retained earnings — — $310.0m $945.0m $2.1b $2.8b
Accumulated other comprehensive income — — ($523.0m) ($120.0m) $204.0m $1.1b
Total liabilities and equity $1.4b $11.5b $43.5b $61.6b $140.0b $157.2b

Data sourced from SEC EDGAR 10-K filings via EdgarTools. Amounts are shown in USD as reported in each fiscal year filing.

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.