Jefferies Financial Group Boosts Stake in Brighthouse Financial

Investment firm increases holdings in insurance company by over 100%

Published on Mar. 9, 2026

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Jefferies Financial Group Inc. has significantly increased its position in Brighthouse Financial, Inc. (NASDAQ:BHF), purchasing an additional 147,555 shares during the third quarter. This represents an increase of 111.7% in Jefferies' stake, bringing its total ownership to 279,621 shares or about 0.49% of the company.

Why it matters

The increased investment by Jefferies, a major financial services firm, suggests confidence in Brighthouse Financial's prospects. As a spin-off from MetLife, Brighthouse has focused on retirement income solutions and annuity products, which have seen growing demand from aging populations.

The details

According to a 13F filing with the Securities and Exchange Commission, Jefferies Financial Group purchased the additional 147,555 shares of Brighthouse Financial during the third quarter. This increased the firm's total holdings to 279,621 shares, worth approximately $14.8 million as of the most recent filing.

  • Jefferies Financial Group increased its Brighthouse Financial stake during the third quarter of 2026.

The players

Jefferies Financial Group Inc.

A diversified financial services firm that provides investment banking, capital markets, and wealth management services.

Brighthouse Financial, Inc.

A U.S.-based life insurance company that specializes in retirement income solutions and annuity products, spun off from MetLife in 2017.

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The takeaway

Jefferies' substantial increase in its Brighthouse Financial holdings suggests the investment firm sees strong potential in the insurance company's focus on retirement products, which could benefit from demographic trends and growing demand for guaranteed lifetime income solutions.