Who Owns Beacon Selective Risk (BSR)?Hedge Fund & Institutional Holders
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$28577.6T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
BSR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Beacon Capital Management, Inc. | New Position | +976K | +$28.6M |
| RFG Advisory, LLC | New Position | +214K | +$6.3M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +68K | +$1.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 975,994 | $28.6M | 1.53% | Share |
| 2 | RFG Advisory, LLC | 213,797 | $6.3M | 0.12% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 67,842 | $1.0M | 0.00% | Share |
| 4 | UBS Group AG | 125 | $3K | 0.00% | Share |
BSR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $35.8M | +3 |
| Q3 2025 | 1 | $3.7M | -3 |
| Q2 2025 | 4 | $29.0B | +1 |
| Q1 2025 | 3 | $28.8B | -1 |
| Q4 2024 | 4 | $29.8B | -1 |
| Q3 2024 | 5 | $30.7T | +2 |
| Q2 2024 | 3 | $28.4T | +0 |
| Q1 2024 | 3 | $28.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 4 institutional investors hold BSR (Beacon Selective Risk). The largest holder is Beacon Capital Management, Inc. with $28.6M in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BSR?
As of Q4 2025, 4 institutional investors report holding BSR (Beacon Selective Risk) in their 13F filings.
Who is the largest institutional holder of BSR?
The largest institutional holder of BSR is Beacon Capital Management, Inc. with $28.6M in shares.
Is institutional ownership of BSR increasing or decreasing?
This quarter, 3 institutions opened new positions in BSR and 0 closed their positions.