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Tortoise Investment Management’s Brighthouse Financial BHF Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-7
Closed -$372 – 371
2025
Q3 		$372 Hold
7
– – ﹤0.01% 1233
2025
Q2 		$376 Hold
7
– – ﹤0.01% 1128
2025
Q1 		$406 Hold
7
– – ﹤0.01% 780
2024
Q4 		$336 Hold
7
– – ﹤0.01% 838
2024
Q3 		$315 Hold
7
– – ﹤0.01% 849
2024
Q2 		$303 Hold
7
– – ﹤0.01% 854
2024
Q1 		$361 Hold
7
– – ﹤0.01% 836
2023
Q4 		$370 Hold
7
– – ﹤0.01% 757
2023
Q3 		$343 Hold
7
– – ﹤0.01% 767
2023
Q2 		$331 Hold
7
– – ﹤0.01% 743
2023
Q1 		$309 Hold
7
– – ﹤0.01% 741
2022
Q4 		$359 Hold
7
– – ﹤0.01% 739
2022
Q3 		$0 Hold
7
– – ﹤0.01% 748
2022
Q2 		$0 Hold
7
– – ﹤0.01% 731
2022
Q1 		$0 Hold
7
– – ﹤0.01% 677
2021
Q4 		$0 Hold
7
– – ﹤0.01% 652
2021
Q3 		$0 Hold
7
– – ﹤0.01% 615
2021
Q2 		$0 Hold
7
– – ﹤0.01% 599
2021
Q1 		$0 Hold
7
– – ﹤0.01% 583
2020
Q4 		$0 Hold
7
– – ﹤0.01% 541
2020
Q3 		$0 Hold
7
– – ﹤0.01% 524
2020
Q2 		$0 Hold
7
– – ﹤0.01% 511
2020
Q1 		$0 Sell
7
-1
-13% -$35 ﹤0.01% 549
2019
Q4 		$0 Sell
8
-2
-20% -$79 ﹤0.01% 593
2019
Q3 		$0 Buy
10
+2
+25% +$74 ﹤0.01% 597
2019
Q2 		$0 Hold
8
– – ﹤0.01% 629
2019
Q1 		$0 Hold
8
– – ﹤0.01% 628
2018
Q4 		$0 Sell
8
-11
-58% -$429 ﹤0.01% 545
2018
Q3 		$1K Hold
19
– – ﹤0.01% 523
2018
Q2 		$1K Hold
19
– – ﹤0.01% 536
2018
Q1 		$1K Hold
19
– – ﹤0.01% 516
2017
Q4 		$1K Hold
19
– – ﹤0.01% 536
2017
Q3 		$1K Buy
+19
New +$1.08K ﹤0.01% 468

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's BHF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 7 shares — an estimated $372 sold.

Tortoise Investment Management first reported a position in BHF in Q3 2017 and held it in 33 quarters. The position peaked at $1K in Q3 2018. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 Brighthouse Financial shares in Q4 2025, an estimated $372.
  • Tortoise Investment Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 33 quarters.
  • Tortoise Investment Management's Brighthouse Financial position peaked at $1K in Q3 2018.
  • 458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.