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Kestrel Investment Management’s Brighthouse Financial BHF Stock Holding History

Kestrel Investment 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
2026
Q1 		$5.41M Sell
90,400
-800
-0.9% -$49.9K 3.23% 11
2025
Q4 		$5.91M Sell
91,200
-3,300
-3% -$194K 3.35% 11
2025
Q3 		$5.02M Hold
94,500
– – 2.83% 13
2025
Q2 		$5.08M Sell
94,500
-4,300
-4% -$242K 3.04% 15
2025
Q1 		$5.73M Hold
98,800
– – 3.5% 9
2024
Q4 		$4.75M Hold
98,800
– – 2.62% 18
2024
Q3 		$4.36M Buy
98,800
+6,900
+8% +$310K 2.51% 20
2024
Q2 		$3.98M Hold
91,900
– – 2.64% 18
2024
Q1 		$4.74M Sell
91,900
-700
-0.8% -$34.8K 3.16% 14
2023
Q4 		$4.9M Sell
92,600
-20,900
-18% -$1.04M 3.32% 11
2023
Q3 		$5.55M Sell
113,500
-8,500
-7% -$422K 3.51% 10
2023
Q2 		$5.78M Sell
122,000
-6,500
-5% -$280K 3.19% 13
2023
Q1 		$5.67M Hold
128,500
– – 3.19% 15
2022
Q4 		$6.59M Sell
128,500
-8,600
-6% -$450K 3.82% 6
2022
Q3 		$5.95M Sell
137,100
-3,900
-3% -$178K 3.77% 5
2022
Q2 		$5.78M Sell
141,000
-8,000
-5% -$386K 3.32% 11
2022
Q1 		$7.7M Sell
149,000
-3,300
-2% -$176K 3.64% 8
2021
Q4 		$7.89M Sell
152,300
-2,000
-1% -$102K 3.56% 7
2021
Q3 		$6.98M Sell
154,300
-24,900
-14% -$1.12M 3.32% 9
2021
Q2 		$8.16M Sell
179,200
-100
-0.1% -$4.7K 3.2% 10
2021
Q1 		$7.93M Buy
+179,300
New +$7.37M 3.32% 8

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kestrel Investment Management's BHF Position: Q1 2026 in Review

Kestrel Investment Management reduced its Brighthouse Financial (BHF) stake by 0.88% in Q1 2026, selling an estimated $49.9K and leaving 90,400 shares worth $5.41M. The position accounts for 3.23% of the portfolio, ranked #11.

Kestrel Investment Management first reported a position in BHF in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.16M in Q2 2021. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Kestrel Investment Management held 90,400 shares of Brighthouse Financial worth $5.41M as of Q1 2026.
  • Kestrel Investment Management sold 800 Brighthouse Financial shares in Q1 2026, an estimated $49.9K.
  • Brighthouse Financial made up 3.23% of Kestrel Investment Management's portfolio in Q1 2026, its #11 holding.
  • Kestrel Investment Management first reported a position in Brighthouse Financial in Q1 2021 and has held it in 21 quarters since.
  • Kestrel Investment Management's Brighthouse Financial position peaked at $8.16M in Q2 2021.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Kestrel Investment Management's 13F filing for Q1 2026, filed 5 May 2026.