Beacon FinancialBBT
13F holders, Q1 2024 (March 31)178holders
6famous investors
$22.93avg. 13F price*
At the end of Q1 2024, 178 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings. The largest holders were BlackRock Inc. ($147.0M), Vanguard Group Inc. ($115.0M) and Dimensional Fund Advisors LP ($59.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Beacon Financial Corp.
- Filed as
- BERKSHIRE HILLS BANCORP INC (Q1 2024)
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.0M |
| Exits | 13 | $16.1M |
Ownership 178 holders
| BlackRock Inc. | 0.00% | Add +1.2% | 6,415,128 | $147.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 5,015,687 | $115.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.8% | 2,596,150 | $59.5M |
| State Street Corp. | 0.00% | Add +0.6% | 2,119,225 | $49.0M |
| Clark Capital Management Group, Inc. | 0.28% | Reduce -7.6% | 1,655,001 | $37.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.6% | 1,485,009 | $34.0M |
| Wellington Management Group LLP | 0.01% | Reduce -5.0% | 1,355,507 | $31.1M |
| Invesco Ltd. | 0.01% | Add +1.7% | 1,193,932 | $27.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 940,245 | $21.6M |
| Systematic Financial Management LP | 0.55% | Reduce -1.5% | 861,939 | $19.8M |
| Morgan Stanley | 0.00% | Add +20.9% | 700,480 | $16.1M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -37.7% | 694,067 | $15.9M |
| LSV Asset Management | 0.03% | Add +116.2% | 680,903 | $15.6M |
| American Century Companies Inc. | 0.01% | Add +20.5% | 585,865 | $13.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.1% | 512,826 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 510,207 | $11.7M |
| Aristotle Capital Boston, LLC | 0.30% | Add +1.1% | 435,769 | $10.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.2% | 413,271 | $9.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -10.5% | 387,892 | $8.9M |
| Norges Bank | 0.00% | Reduce -16.1% | 269,170 | $6.2M |
| Renaissance Technologies | 0.01% | Add +17.1% | 263,421 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +11.3% | 253,221 | $5.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 237,230 | $5.4M |
| Bridgeway Capital Management, LLC | 0.11% | Add +4.0% | 236,492 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.8% | 221,792 | $5.1M |
| Voya Investment Management LLC | 0.01% | Add +15.2% | 217,643 | $5.0M |
| Strategic Value Bank Partners LLC | 3.25% | No change | 216,780 | $5.0M |
| Verition Fund Management LLC | 0.05% | New | 213,945 | $4.9M |
| D. E. Shaw & Co. | 0.01% | Add +7.4% | 207,304 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 206,006 | $4.7M |
| Grace & White Inc. | 0.83% | No change | 199,349 | $4.6M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -1.2% | 194,336 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.7% | 177,999 | $4.1M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 169,526 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 167,523 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +65.2% | 156,314 | $3.6M |
| Basswood Capital Management, L.L.C. | 0.20% | No change | 147,794 | $3.4M |
| Kestrel Investment Management Corp. | 2.13% | New | 139,150 | $3.2M |
| Rhumbline Advisers | 0.00% | Reduce -0.0% | 133,874 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +270.2% | 132,545 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 122,812 | $2.8M |
| Empowered Funds, LLC | 0.05% | Add +8.1% | 121,492 | $2.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +30.1% | 120,659 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 117,928 | $2.7M |
| Two Sigma Advisers, LP | 0.01% | Add +29.7% | 117,600 | $2.7M |
| Sei Investments Co. | 0.00% | Add +12.6% | 97,420 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Reduce -1.6% | 87,534 | $2.0M |
| Swiss National Bank | 0.00% | No change | 86,800 | $2.0M |
| Millennium Management | 0.00% | Reduce -27.2% | 81,232 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +1.6% | 76,202 | $1.7M |
| Trexquant Investment LP | 0.03% | Add +240.8% | 72,901 | $1.7M |
| Barclays PLC | 0.00% | Reduce -26.6% | 71,727 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.8% | 70,430 | $1.6M |
| Citigroup Inc. | 0.00% | Add +15.3% | 67,302 | $1.5M |
| Credit Suisse AG/ | 0.00% | Add +15.7% | 61,035 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -26.7% | 60,859 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -15.9% | 58,739 | $1.3M |
| FMR LLC | 0.00% | Reduce -29.6% | 56,764 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.01% | New | 55,834 | $1.3M |
| Macquarie Group Ltd. | 0.00% | Add +49.6% | 54,900 | $1.3M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.2% | 50,698 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.8% | 49,819 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -6.0% | 43,642 | $1.0M |
| Ziegler Capital Management, LLC | 0.04% | Add +44.0% | 43,508 | $997K |
| Boston Partners | 0.00% | Reduce -93.2% | 41,933 | $961K |
| UBS Group AG | 0.00% | Reduce -21.4% | 40,068 | $918K |
| Texas Permanent School Fund Corp. | 0.01% | Add +0.9% | 37,375 | $857K |
| GAMCO Investors | 0.01% | No change | 36,800 | $843K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.0% | 35,264 | $808K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 34,452 | $790K |
| Select Asset Management & Trust | 0.31% | No change | 32,245 | $739K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 31,988 | $734K |
| State of Tennessee, Department of Treasury | 0.00% | Add +26.0% | 31,097 | $713K |
| Cetera Investment Advisers | 0.00% | New | 29,311 | $672K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.2% | 26,016 | $596K |
| Jane Street Group, LLC | 0.00% | Reduce -40.0% | 25,651 | $588K |
| AlphaQuest LLC | 0.10% | Add +7.7% | 24,672 | $565K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.7% | 24,332 | $558K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.5% | 24,021 | $551K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 23,421 | $537K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 20,596 | $528K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,916 | $525K |
| Deutsche Bank AG | 0.00% | Add +7.1% | 22,545 | $517K |
| South Dakota Investment Council | 0.01% | Reduce -67.6% | 22,239 | $510K |
| US Bancorp \de | 0.00% | Reduce -6.3% | 22,012 | $505K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +27.2% | 21,728 | $498K |
| BNP Paribas Financial Markets | 0.00% | Add +77.5% | 21,698 | $497K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.9% | 21,100 | $484K |
| Janus Henderson Group PLC | 0.00% | No change | 21,077 | $483K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +52.6% | 19,209 | $481K |
| Comerica Bank | 0.00% | Reduce -8.8% | 20,873 | $478K |
| Yousif Capital Management, LLC | 0.00% | Reduce -9.3% | 19,249 | $441K |
| Royal Bank of Canada | 0.00% | Reduce -45.8% | 18,637 | $427K |
| New York State Common Retirement Fund | 0.00% | Reduce -2.1% | 17,420 | $399K |
| HRT Financial LP | 0.00% | Reduce -24.8% | 17,117 | $392K |
| Etfidea, LLC | 0.13% | No change | 16,300 | $374K |
| Wells Fargo & Company | 0.00% | Add +11.5% | 16,231 | $372K |
| Citadel Advisors | 0.00% | New | 16,123 | $370K |
| Franklin Resources Inc. | 0.00% | No change | 15,635 | $358K |
| Ironwood Investment Management LLC | 0.17% | Add +1.3% | 15,629 | $358K |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.