Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON INVESTMENT ADVISORY SERVICES INC | 02-08-2024 | 12-31-2023 | 264 | 2,200,084,460 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOEWS CORP | COM | 252 | $389,565 | 5,598 | 0.00 | 0.00 | 15 | 0.27 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | Liquidated | $0 | 0 | 0.00 | 992 | +Inf | 12-31-2023 | |
| ARCH CAP GROUP LTD | ORD | 254 | $386,204 | 5,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
