What smart money is saying about Beazley
BEZ.L
No fund has written a full thesis on Beazley in our archive, but 2 fund letters report a position in it — most recently Artemis UK Special Situations in March 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Beazley on record in the archive was reported in Q1 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- March 2026
“Our strongest performer was Beazley, which received a bid approach from Zurich. While the initial bid was rejected, an agreement was reached at £13.35 per share, which we feel represents a good deal for Beazley's shareholders. This represents a healthy uplift from our initial purchase price of £6.82 in July 2024.”
Beazley - March 2026
“• Beazley, a UK-based specialist insurer, was sold after Zurich Insurance proposed to acquire the company at a price above our estimate of intrinsic value.”
Beazley
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