Position in BHF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$230,056,188
+$17,133,508 QoQ
Shares Held
3,634,379
+2.2% QoQ
Ownership
6.32%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. BHF ranks #10 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in BHF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,056,188 | 3,634,379 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $212,922,680 | 3,555,823 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $226,443,121 | 3,495,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $183,121,910 | 3,449,923 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $183,208,959 | 3,407,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $195,972,738 | 3,379,423 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $163,434,047 | 3,402,041 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $152,926,110 | 3,396,094 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $143,986,529 | 3,322,255 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $173,160,688 | 3,359,734 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $180,722,485 | 3,415,013 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $168,958,887 | 3,452,368 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $169,592,546 | 3,581,680 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $168,908,744 | 3,829,262 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $188,777,726 | 3,682,031 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $150,928,656 | 3,476,017 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $127,763,270 | 3,114,658 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $136,394,591 | 2,640,236 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $116,029,720 | 2,239,956 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $92,125,459 | 2,036,822 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $89,394,382 | 1,962,986 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $76,328,064 | 1,724,928 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $54,114,129 | 1,494,659 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $37,382,806 | 1,389,179 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $37,220,489 | 1,337,904 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $48,167,885 | 1,992,879 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||