Summit Trail Advisors, LLC

Position in BHF — Brighthouse Financial, Inc.

CIK 1698478 NEW YORK, NY

Position in BHF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,268,925

+$396,777 QoQ

Shares Held

35,844

+14.6% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#102

of 468 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. BHF ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	21,822	$2,558,629
2	BHF	Brighthouse Financial, Inc. This page	35,844	$2,268,925
3	MET	Metlife Inc	25,823	$2,184,884
4	UNM	Unum Group	24,329	$2,175,012
5	PRI	Primerica, Inc.	6,882	$1,955,864
6	PRU	Prudential Financial Inc	17,449	$1,883,270
7	GL	Globe Life Inc.	9,319	$1,665,118
8	LNC	Lincoln National Corp	40,673	$1,437,790

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,268,925	35,844	+14.6%	Shares	Sole	2026-08-11
2026-03-31	$1,872,148	31,265	+40.9%	Shares	Sole	2026-05-12
2025-12-31	$1,437,949	22,194	+33.4%	Shares	Sole	2026-02-17
2025-09-30	$883,304	16,641	+100.8%	Shares	Sole	2025-11-14
2024-09-30	$373,163	8,287	-45.9%	Shares	Sole	2024-11-12
2023-09-30	$750,103	15,327	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$724,170	15,294	-0.2%	Shares	Sole	2023-07-25
2023-03-31	$675,632	15,317	+7.8%	Shares	Sole	2023-05-04
2021-09-30	$642,808	14,212	+1.5%	Shares	Sole	2021-11-16
2021-06-30	$637,560	14,000	0.0%	Shares	Sole	2021-08-16
2021-03-31	$619,500	14,000	0.0%	Shares	Sole	2021-05-17
2020-12-31	$506,870	14,000	0.0%	Shares	Sole	2021-02-16
2020-09-30	$376,740	14,000	0.0%	Shares	Sole	2020-11-16
2020-06-30	$389,480	14,000	-0.7%	Shares	Sole	2020-08-13
2020-03-31	$340,748	14,098	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.