Position in BHF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$43,626,802
+$2,705,051 QoQ
Shares Held
689,207
+0.9% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 467 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Derivatives in BHF
reported options exposure · as of Mar 31, 2025CallValue
$1,739,700
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $352,750,736 across 17 Insurance - Life names. BHF ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
997,481 | $84,396,866 | |
| 2 | AFL |
Aflac Inc
|
618,687 | $72,541,050 | |
| 3 | PRU |
Prudential Financial Inc
|
585,819 | $63,227,443 | |
| 4 | BHF |
Brighthouse Financial, Inc.
This page
|
689,207 | $43,626,802 | |
| 5 | JXN |
Jackson Financial Inc.
|
292,994 | $29,999,654 | |
| 6 | MFC |
Manulife Financial Corp
|
405,989 | $16,446,613 | |
| 7 | GL |
Globe Life Inc.
|
85,046 | $15,196,017 | |
| 8 | UNM |
Unum Group
|
89,675 | $8,016,943 |
All Filings in BHF
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,626,802 | 689,207 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $40,921,751 | 683,396 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $30,235,419 | 466,668 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,062,373 | 151,891 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,773,441 | 32,982 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,290,314 | 39,495 | Shares | Defined | 2025-05-12 | |
| 2025-03-31 | $1,739,700 | 30,000 | Call | Defined | 2025-05-12 | |
| 2024-12-31 | $1,309,281 | 27,254 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $627,312 | 13,931 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $366,872 | 8,465 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $138,590 | 2,689 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $378,376 | 7,150 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $631,618 | 12,906 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $2,355,897 | 49,755 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $929,219 | 21,066 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,420,609 | 47,213 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,254,619 | 28,895 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $979,146 | 23,870 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,316,450 | 25,483 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,920,794 | 37,081 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,586,667 | 35,080 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,664,544 | 58,510 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,976,348 | 89,861 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,169,421 | 32,300 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $325,845 | 9,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $3,753,913 | 103,685 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,049,490 | 39,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $1,823,178 | 67,751 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $271,791 | 10,100 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $3,046,037 | 109,491 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $2,164,396 | 77,800 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $164,138 | 5,900 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $258,619 | 10,700 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $1,600,342 | 66,212 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $1,665,313 | 68,900 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||