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Joel Greenblatt’s BHF Holdings & Trades

First Buy
Q1 2019
Duration Held
19 Quarters
Largest Add
Q4 2025
+125,267 Shares
Current Position
166,497 Shares
$10.79 M Value

Joel Greenblatt's BHF Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 166,497 shares of Brighthouse Financial, Inc. (BHF) worth $10.79 M, representing 0.04% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 19 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in BHF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 125,267 shares. Largest reduction occurred in Q2 2020, reducing 8,763 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Brighthouse Financial (BHF) Holding Value Over Time

Track share changes against reported price movement

Quarterly Brighthouse Financial (BHF) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +125,267 Add 303.82% 166,497 $64.79
Q3 2025 +7,578 Add 22.52% 41,230 $53.08
Q2 2025 +22,504 Add 201.87% 33,652 $53.77
Q1 2025 +11,148 New Buy 11,148 $57.99
Q4 2024 -5,677 Sold Out 0 $0.00
Q3 2024 -2,825 Reduce 33.23% 5,677 $45.03
Q2 2024 -2,261 Reduce 21.01% 8,502 $43.34
Q1 2024 +262 Add 2.50% 10,763 $51.54
Q4 2023 -1,166 Reduce 9.99% 10,501 $52.92
Q3 2023 -5,284 Reduce 31.17% 11,667 $48.94
Q2 2023 +2,642 Add 18.46% 16,951 $47.35
Q1 2023 +7,963 Add 125.48% 14,309 $44.11
Q4 2022 -2,107 Reduce 24.93% 6,346 $51.27
Q3 2022 +8,453 New Buy 8,453 $43.42
Q2 2020 -8,763 Sold Out 0 $0.00
Q1 2020 -2 Reduce 0.02% 8,763 $24.19
Q4 2019 +8,765 New Buy 8,765 $39.25
Q2 2019 -7,157 Sold Out 0 $0.00
Q1 2019 +7,157 New Buy 7,157 $36.33

Joel Greenblatt's Brighthouse Financial Investment FAQs

Joel Greenblatt first purchased Brighthouse Financial, Inc. (BHF) in Q1 2019, acquiring 7,157 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Brighthouse Financial, Inc. (BHF) for 19 quarters since Q1 2019.

Joel Greenblatt's largest addition to Brighthouse Financial, Inc. (BHF) was in Q4 2025, adding 166,497 shares worth $10.79 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 166,497 shares of Brighthouse Financial, Inc. (BHF), valued at approximately $10.79 M.

As of the Q4 2025 filing, Brighthouse Financial, Inc. (BHF) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Brighthouse Financial, Inc. (BHF) was 166,497 shares, as reported at the end of Q4 2025.