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Marshall Investment Management’s Brighthouse Financial BHF Stock Holding History

Marshall 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
Q2 		$190 Hold
3
– – ﹤0.01% 485
2026
Q1 		$180 Buy
+3
New +$187 ﹤0.01% 263
2025
Q2 		– Sell
-3
Closed -$174 – 41
2025
Q1 		$174 Buy
+3
New +$168 ﹤0.01% 244

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Investment Management's BHF Position: Q2 2026 in Review

Marshall Investment Management held its Brighthouse Financial (BHF) position steady in Q2 2026 at 3 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Marshall Investment Management first reported a position in BHF in Q1 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • Marshall Investment Management held 3 shares of Brighthouse Financial worth $190 as of Q2 2026.
  • Marshall Investment Management left its Brighthouse Financial share count unchanged in Q2 2026.
  • Brighthouse Financial made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #485 holding.
  • Marshall Investment Management first reported a position in Brighthouse Financial in Q1 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.