BHF BRIGHTHOUSE FINL INC COM

Ownership history in GRACE & WHITE INC /NY  ·  34 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported BRIGHTHOUSE FINL INC COM (BHF) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.17% in 2025 Q4. The latest visible filing shows BHF at 2.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRACE & WHITE INC /NY's position in BRIGHTHOUSE FINL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BHF was reported at 2.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRACE & WHITE INC /NY held BHF — position size vs. price
% of Fund (quarterly)    BHF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 187,642 -6,233 -3.2% 2.17% $12.2M 2026-02-14 (Est.) $63.84
2025 Q3 REDUCED 193,875 -800 -0.4% 1.82% $10.3M 2025-10-23 $47.01
2025 Q2 REDUCED 194,675 -100 -0.1% 1.92% $10.5M 2025-07-24 $49.57
2025 Q1 REDUCED 194,775 -3,500 -1.8% 2.16% $11.3M 2025-04-22 $51.82
2024 Q4 UNCHANGED 198,275 0% 1.78% $9.5M 2025-01-29 $62.00
2024 Q3 REDUCED 198,275 -2,000 -1.0% 1.61% $8.9M 2024-10-21 $48.51
2024 Q2 UNCHANGED 200,275 0% 1.63% $8.7M 2024-07-22 $48.16
2024 Q1 UNCHANGED 200,275 0% 1.86% $10.3M 2024-04-25 $49.03
2023 Q4 UNCHANGED 200,275 0% 1.86% $10.6M 2024-02-01 $50.85
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GRACE & WHITE INC /NY and BHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRACE & WHITE INC /NY reported owning BHF?

GRACE & WHITE INC /NY reported BHF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BHF position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for BHF was 2.17% in 2025 Q4.

What is the latest reported BHF position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 187,642 shares, equal to 2.17% of portfolio, with an estimated market value of $12.2M.

What does the chart on this BHF ownership page compare?

The chart compares GRACE & WHITE INC /NY's quarterly BHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to GRACE & WHITE INC /NY Holdings