ZIG
BBT

Zurich Insurance Group’s Beacon Financial Corp BBT Stock Holding History

Zurich Insurance Group’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-105,900
Closed -$1.57M – 185
2020
Q1 		$1.57M Buy
+105,900
New +$2.67M 0.03% 109
2018
Q1 		– Sell
-22,500
Closed -$824K – 514
2017
Q4 		$824K Buy
+22,500
New +$857K 0.02% 532

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zurich Insurance Group's BBT Position: Q2 2020 in Review

Zurich Insurance Group sold out of Beacon Financial Corp (BBT) in Q2 2020, closing a stake of 105,900 shares — an estimated $1.57M sold.

Zurich Insurance Group first reported a position in BBT in Q4 2017 and held it in 2 quarters. The position peaked at $1.57M in Q1 2020. 171 funds tracked by Wall St. Rank hold BBT as of Q2 2020.

  • Zurich Insurance Group reported no remaining Beacon Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Zurich Insurance Group sold 105,900 Beacon Financial Corp shares in Q2 2020, an estimated $1.57M.
  • Zurich Insurance Group first reported a position in Beacon Financial Corp in Q4 2017 and held it in 2 quarters.
  • Zurich Insurance Group's Beacon Financial Corp position peaked at $1.57M in Q1 2020.
  • 171 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q2 2020.

Based on Zurich Insurance Group's 13F filing for Q2 2020, filed 14 Aug 2020.