HENNESSY ADVISORS INC

Position in BHF — Brighthouse Financial, Inc.

CIK 1145255 NOVATO, CA

Position in BHF

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$8,733,318

-$1,046,538 QoQ

Shares Held

145,847

-3.4% QoQ

Ownership

0.254%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HENNESSY ADVISORS INC holds $22,553,547 across 3 Insurance - Life names. BHF ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHF	Brighthouse Financial, Inc. This page	145,847	$8,733,318
2	CNO	CNO Financial Group, Inc.	177,400	$7,284,044
3	UNM	Unum Group	89,500	$6,536,185

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,733,318	145,847	-3.4%	Shares	Sole	2026-04-21
2025-12-31	$9,779,856	150,947	-6.1%	Shares	Sole	2026-01-27
2025-09-30	$8,532,450	160,747	-7.3%	Shares	Sole	2025-10-20
2025-06-30	$9,326,245	173,447	-25.9%	Shares	Sole	2025-07-21
2020-09-30	$6,296,940	234,000	-6.2%	Shares	Sole	2020-10-16
2020-06-30	$6,938,308	249,400	-7.6%	Shares	Sole	2020-07-20
2020-03-31	$6,525,900	270,000	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.