Wellington Management Group
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Wellington Management Group’s Brighthouse Financial BHF Stock Holding History

Wellington Management Group’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 		– Sell
-15,780
Closed -$1.02M – 1884
2025
Q4 		$1.02M Sell
15,780
-615
-4% -$36.1K ﹤0.01% 1712
2025
Q3 		$870K Sell
16,395
-7,238
-31% -$353K ﹤0.01% 1802
2025
Q2 		$1.27M Sell
23,633
-9,701
-29% -$545K ﹤0.01% 1681
2025
Q1 		$1.93M Sell
33,334
-1,928
-5% -$108K ﹤0.01% 1567
2024
Q4 		$1.69M Buy
+35,262
New +$1.72M ﹤0.01% 1610
2024
Q3 		– Sell
-34,109
Closed -$1.48M – 1923
2024
Q2 		$1.48M Sell
34,109
-1,980
-5% -$91.3K ﹤0.01% 1582
2024
Q1 		$1.86M Buy
+36,089
New +$1.79M ﹤0.01% 1536
2023
Q3 		– Sell
-68,910
Closed -$3.26M – 1809
2023
Q2 		$3.26M Buy
68,910
+61,109
+783% +$2.63M ﹤0.01% 1372
2023
Q1 		$344K Sell
7,801
-14,690
-65% -$772K ﹤0.01% 1899
2022
Q4 		$1.15M Buy
22,491
+957
+4% +$50K ﹤0.01% 1609
2022
Q3 		$935K Buy
+21,534
New +$980K ﹤0.01% 1669
2021
Q4 		– Sell
-18,823
Closed -$851K – 2181
2021
Q3 		$851K Buy
+18,823
New +$848K ﹤0.01% 1821
2021
Q2 		– Sell
-5,293
Closed -$234K – 2136
2021
Q1 		$234K Buy
+5,293
New +$217K ﹤0.01% 2038
2020
Q1 		– Sell
-164,767
Closed -$6.46M – 1916
2019
Q4 		$6.46M Buy
164,767
+30,122
+22% +$1.19M ﹤0.01% 1270
2019
Q3 		$5.45M Sell
134,645
-1,151,706
-90% -$42.9M ﹤0.01% 1325
2019
Q2 		$47.2M Buy
1,286,351
+42,981
+3% +$1.66M 0.01% 774
2019
Q1 		$45.1M Sell
1,243,370
-268,548
-18% -$10.1M 0.01% 774
2018
Q4 		$46.1M Buy
1,511,918
+41,945
+3% +$1.64M 0.01% 732
2018
Q3 		$65M Buy
1,469,973
+173,783
+13% +$7.32M 0.01% 715
2018
Q2 		$51.9M Buy
1,296,190
+119,189
+10% +$5.73M 0.01% 782
2018
Q1 		$60.5M Sell
1,177,001
-136,309
-10% -$7.87M 0.01% 721
2017
Q4 		$77M Sell
1,313,310
-509,376
-28% -$30.1M 0.02% 652
2017
Q3 		$111M Buy
+1,822,686
New +$104M 0.03% 517

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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group's BHF Position: Q1 2026 in Review

Wellington Management Group sold out of Brighthouse Financial (BHF) in Q1 2026, closing a stake of 15,780 shares — an estimated $1.02M sold.

Wellington Management Group first reported a position in BHF in Q3 2017 and held it in 23 quarters. The position peaked at $111M in Q3 2017. 467 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • Wellington Management Group reported no remaining Brighthouse Financial position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 15,780 Brighthouse Financial shares in Q1 2026, an estimated $1.02M.
  • Wellington Management Group first reported a position in Brighthouse Financial in Q3 2017 and held it in 23 quarters.
  • Wellington Management Group's Brighthouse Financial position peaked at $111M in Q3 2017.
  • 467 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.