Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Brighthouse Financial BHF Stock Holding History

Jacobs Levy Equity Management’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-365,937
Closed -$19.7M – 975
2025
Q2 		$19.7M Sell
365,937
-280,732
-43% -$15.8M 0.08% 215
2025
Q1 		$37.5M Sell
646,669
-86,020
-12% -$4.8M 0.15% 152
2024
Q4 		$35.2M Buy
732,689
+24,662
+3% +$1.2M 0.12% 164
2024
Q3 		$31.9M Sell
708,027
-10,436
-1% -$469K 0.12% 172
2024
Q2 		$31.1M Buy
718,463
+68,046
+10% +$3.14M 0.13% 159
2024
Q1 		$33.5M Sell
650,417
-120,551
-16% -$5.99M 0.15% 152
2023
Q4 		$40.8M Sell
770,968
-20,973
-3% -$1.04M 0.21% 118
2023
Q3 		$38.8M Sell
791,941
-39,473
-5% -$1.96M 0.23% 105
2023
Q2 		$39.4M Sell
831,414
-18,647
-2% -$803K 0.23% 114
2023
Q1 		$37.5M Sell
850,061
-108,781
-11% -$5.72M 0.23% 112
2022
Q4 		$49.2M Sell
958,842
-33,455
-3% -$1.75M 0.33% 86
2022
Q3 		$43.1M Buy
992,297
+320,191
+48% +$14.6M 0.34% 77
2022
Q2 		$27.6M Buy
672,106
+521,921
+348% +$25.2M 0.21% 127
2022
Q1 		$7.76M Buy
150,185
+68,730
+84% +$3.67M 0.05% 346
2021
Q4 		$4.22M Sell
81,455
-643,257
-89% -$32.9M 0.03% 468
2021
Q3 		$32.8M Sell
724,712
-352,777
-33% -$15.9M 0.22% 118
2021
Q2 		$49.1M Buy
1,077,489
+76,033
+8% +$3.57M 0.33% 72
2021
Q1 		$44.3M Sell
1,001,456
-22,233
-2% -$913K 0.34% 65
2020
Q4 		$37.1M Sell
1,023,689
-165,166
-14% -$5.55M 0.33% 75
2020
Q3 		$32M Buy
1,188,855
+65,826
+6% +$1.91M 0.33% 76
2020
Q2 		$31.2M Buy
1,123,029
+85,779
+8% +$2.36M 0.34% 76
2020
Q1 		$25.1M Buy
1,037,250
+431,685
+71% +$15.3M 0.32% 82
2019
Q4 		$23.8M Buy
605,565
+299,804
+98% +$11.8M 0.23% 111
2019
Q3 		$12.4M Buy
305,761
+239,621
+362% +$8.92M 0.15% 178
2019
Q2 		$2.43M Buy
+66,140
New +$2.56M 0.03% 488
2018
Q2 		– Sell
-4,140
Closed -$213K – 1027
2018
Q1 		$213K Buy
+4,140
New +$239K ﹤0.01% 916

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jacobs Levy Equity Management's BHF Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Brighthouse Financial (BHF) in Q3 2025, closing a stake of 365,937 shares — an estimated $19.7M sold.

Jacobs Levy Equity Management first reported a position in BHF in Q1 2018 and held it in 26 quarters. The position peaked at $49.2M in Q4 2022. 435 funds tracked by Wall St. Rank hold BHF as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Brighthouse Financial position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 365,937 Brighthouse Financial shares in Q3 2025, an estimated $19.7M.
  • Jacobs Levy Equity Management first reported a position in Brighthouse Financial in Q1 2018 and held it in 26 quarters.
  • Jacobs Levy Equity Management's Brighthouse Financial position peaked at $49.2M in Q4 2022.
  • 435 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.