Joel Greenblatt's BHF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 41.2K shares of Brighthouse Financial, Inc. (BHF) worth $2.19 M, representing 0.01% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BHF, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 22.5K shares. Largest reduction occurred in Q3 2023, reducing 5.3K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +7,157 | New Buy | 7,157 | $36.33 |
| Q2 2019 | -7,157 | Sold Out | 7,157 | $0.00 |
| Q4 2019 | +8,765 | New Buy | 8,765 | $39.25 |
| Q1 2020 | -2 | Reduce 0.02% | 8,763 | $24.19 |
| Q2 2020 | -8,763 | Sold Out | 8,763 | $0.00 |
| Q3 2022 | +8,453 | New Buy | 8,453 | $43.42 |
| Q4 2022 | -2,107 | Reduce 24.93% | 6,346 | $51.27 |
| Q1 2023 | +7,963 | Add 125.48% | 14,309 | $44.11 |
| Q2 2023 | +2,642 | Add 18.46% | 16,951 | $47.35 |
| Q3 2023 | -5,284 | Reduce 31.17% | 11,667 | $48.94 |
| Q4 2023 | -1,166 | Reduce 9.99% | 10,501 | $52.92 |
| Q1 2024 | +262 | Add 2.50% | 10,763 | $51.54 |
| Q2 2024 | -2,261 | Reduce 21.01% | 8,502 | $43.34 |
| Q3 2024 | -2,825 | Reduce 33.23% | 5,677 | $45.03 |
| Q4 2024 | -5,677 | Sold Out | 5,677 | $0.00 |
| Q1 2025 | +11,148 | New Buy | 11,148 | $57.99 |
| Q2 2025 | +22,504 | Add 201.87% | 33,652 | $53.77 |
| Q3 2025 | +7,578 | Add 22.52% | 41,230 | $53.08 |
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 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Brighthouse Financial, Inc. (BHF) was in Q2 2025, adding 33,652 shares worth $1.81 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 41,230 shares of Brighthouse Financial, Inc. (BHF), valued at approximately $2.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brighthouse Financial, Inc. (BHF) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Brighthouse Financial, Inc. (BHF) was 41,230 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.