Brighthouse Financial, Inc.
MX ˙ BMV ˙ US10922N1037
SecurityMX:BHF / Brighthouse Financial, Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership156,223 shares
Latest Disclosed Value $ 9,354,634
Marshall Wace, Llp reports 515.63% increase in ownership of BHF / Brighthouse Financial, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 156,223 shares of Brighthouse Financial, Inc. (MX:BHF) valued at $9,354,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,376 shares of Brighthouse Financial, Inc.. This represents a change in shares of 515.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 156,223 130,847 515.63 9,355 468.98 0.0093
2026-02-13 2025-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 25,376 -475,422 -94.93 1,644 -93.82 0.0015
2025-11-13 2025-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 500,798 -390,065 -43.79 26,582 -44.51 0.0270
2025-08-13 2025-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 890,863 -196,385 -18.06 47,902 -24.03 0.0540
2025-05-15 2025-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 1,087,248 887,398 444.03 63,050 556.76 0.0800
2025-02-13 2024-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 199,850 -77,418 -27.92 9,601 -23.11 0.0115
2024-11-14 2024-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 277,268 224,198 422.46 12,485 442.83 0.0152
2024-08-14 2024-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 53,070 -81,285 -60.50 2,300 -66.78 0.0031
2024-05-15 2024-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 134,355 134,355 6,925 0.0105
2023-11-14 2023-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -35,782 -100.00 0 -100.00
2023-08-14 2023-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 35,782 35,782 1,694 0.0033
2023-02-14 2022-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -94,844 -100.00 0 -100.00
2022-11-14 2022-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 94,844 27,210 40.23 4,115 48.34 0.0090
2022-08-15 2022-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 67,634 67,634 2,774 0.0057
2022-05-16 2022-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -5,644 -100.00 0 -100.00
2022-02-14 2021-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 5,644 5,644 292 0.0005
2021-05-17 2021-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -11,053 -100.00 0 -100.00
2021-02-16 2020-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 11,053 11,053 400 0.0022
2020-11-16 2020-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -18,820 -100.00 0 -100.00
2020-08-13 2020-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 18,820 18,820 524 0.0037
2020-05-15 2020-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -370,199 -100.00 0 -100.00
2020-02-14 2019-12-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 370,199 364,604 6,516.60 14,523 6,326.11 0.0998
2019-11-14 2019-09-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 5,595 5,595 226 0.0018
2019-08-14 2019-06-30 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 0 -150,482 -100.00 0 -100.00
2019-05-29 2019-03-31 13F/A-1 BRIGHTHOUSE FINA COMMON STOCK 10922N103 150,482 150,482 5,461 0.0513
2019-05-14 2019-03-31 13F BRIGHTHOUSE FINA COMMON STOCK 10922N103 150,482 5,461
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.