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Brookfield Asset Management shares owned by Wellington Management Company

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 290k 56.94
2025-06-30 $16M 287k 55.28
2025-03-31 $14M 288k 48.45
2024-12-31 $18M 331k 54.19
2024-09-30 $17M 350k 47.29
2024-06-30 $13M 342k 38.05
2024-03-31 $14M 340k 42.02
2023-12-31 $14M 342k 40.18
2023-09-30 $13M 380k 33.35
2023-06-30 $13M 384k 32.63
2023-03-31 $35M 1.1M 32.71
2022-12-31 $42M 1.5M 28.63