Brighthouse Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

MUN:BROC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 May 24	Buy€99,598	Michael Inserra	Individual	2,500	€39.84
27 Feb 24	Sell€309,835	Edward Spehar	Individual	7,125	€43.49
26 Feb 24	Sell€434,260	Myles Lambert	Individual	10,000	€43.43
26 Feb 24	Sell€1,082,204	Eric Steigerwalt	Individual	25,000	€44.03
26 Feb 24	Sell€431,955	John Rosenthal	Individual	10,000	€43.20
26 Feb 24	Sell€431,863	Vonda Huss	Individual	10,000	€43.19

Insider Trading Volume

Insider Buying: BROC insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BROC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	63,066	0.102%
Individual Insiders	684,157	1.1%
General Public	6,769,218	10.9%
Institutions	54,594,847	87.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.98% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	Dodge & Cox	8,739,296	€351.9m	-0.21%	0.13%
10.2%	The Vanguard Group, Inc.	6,344,249	€255.4m	-3.24%	no data
9.89%	BlackRock, Inc.	6,140,030	€247.2m	-1.46%	no data
5.41%	Dimensional Fund Advisors LP	3,359,734	€135.3m	-1.62%	0.03%
4.9%	Greenlight Capital, Inc.	3,043,623	€122.5m	0%	8.65%
4.87%	DME Capital Management, LP	3,021,763	€121.7m	7.17%	6.2%
3.56%	State Street Global Advisors, Inc.	2,210,979	€89.0m	2.91%	no data
3.39%	Royal Bank of Canada, Banking & Securities Investments	2,107,682	€84.9m	1.09%	0.05%
1.81%	UBS Asset Management AG	1,123,386	€45.2m	-4.45%	0.01%
1.76%	Geode Capital Management, LLC	1,093,301	€44.0m	3.53%	no data
1.68%	American Century Investment Management Inc	1,045,068	€42.1m	21%	0.03%
1.05%	Jacobs Levy Equity Management Inc	650,417	€26.2m	-15.6%	0.14%
1.04%	Northern Trust Global Investments	643,189	€25.9m	-10.9%	no data
1.01%	Norges Bank Investment Management	630,423	€25.4m	0%	no data
0.91%	BNY Asset Management	565,213	€22.8m	-1.13%	no data
0.62%	Morgan Stanley, Investment Banking and Brokerage Investments	387,697	€15.6m	115%	no data
0.61%	Charles Schwab Investment Management, Inc.	377,634	€15.2m	0%	no data
0.6%	Prelude Capital Management, LLC	370,477	€14.9m	10.9%	1.27%
0.57%	D. E. Shaw & Co., L.P.	354,545	€14.3m	249%	0.02%
0.56%	Eric Steigerwalt	346,072	€13.9m	-6.74%	no data
0.55%	Private Management Group Inc	340,683	€13.7m	1.94%	0.6%
0.54%	Arrowstreet Capital, Limited Partnership	336,002	€13.5m	32.5%	0.01%
0.48%	Eaton Vance Management	295,425	€11.9m	0%	no data
0.46%	Two Sigma Advisers, LP	283,100	€11.4m	-1.8%	0.03%
0.45%	Voloridge Investment Management, LLC	277,290	€11.2m	137%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/08/07 14:40
End of Day Share Price	2024/05/10 00:00
Earnings	2024/03/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Brighthouse Financial, Inc. is covered by 21 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jacob Kilstein	Argus Research Company
Tracy Dolin-Benguigui	Barclays
Tracy Dolin-Benguigui	Barclays