Position in BHF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,294,825
-$26,601,376 QoQ
Shares Held
355,625
-51.9% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $1,201,465,639 across 13 Insurance - Life names. BHF ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,184,801 | $349,404,517 | |
| 2 | UNM |
Unum Group
|
3,247,940 | $237,197,058 | |
| 3 | PRU |
Prudential Financial Inc
|
1,588,247 | $155,155,849 | |
| 4 | MET |
Metlife Inc
|
1,927,084 | $136,283,380 | |
| 5 | PRI |
Primerica, Inc.
|
529,207 | $132,555,769 | |
| 6 | LNC |
Lincoln National Corp
|
2,128,355 | $75,556,602 | |
| 7 | MFC |
Manulife Financial Corp
|
1,175,854 | $40,496,411 | |
| 8 | JXN |
Jackson Financial Inc.
|
225,250 | $23,813,430 |
All Filings in BHF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,294,825 | 355,625 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,896,201 | 739,253 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,451,150 | 686,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,642,081 | 514,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,282,622 | 22,118 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,132,591 | 23,576 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $377,846 | 8,391 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1,978,311 | 38,384 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,020,520 | 94,870 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,430,310 | 274,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $445,563 | 9,410 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,687,395 | 446,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,144,324 | 470,925 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,590,588 | 474,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $983,618 | 23,979 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $992,491 | 19,212 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,024,396 | 19,776 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $919,752 | 20,335 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,075,609 | 23,619 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $913,187 | 20,637 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,130,087 | 390,280 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,732,432 | 361,666 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $8,654,672 | 358,075 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||