Beaton Management Co. Inc.
All 13F Filings
- Location
- Haverhill, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 245,442
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 157 | 245,442 | 13F-HR | Beaton Management Co. Inc. |
| Q1 2026 | 5/12/2026 | 146 | 224,571 | 13F-HR | Beaton Management Co. Inc. |
| Q4 2025 | 2/10/2026 | 149 | 226,977 | 13F-HR | Beaton Management Co. Inc. |
| Q3 2025 | 11/12/2025 | 142 | 219,916 | 13F-HR | Beaton Management Co. Inc. |
| Q2 2025 | 8/12/2025 | 135 | 204,720 | 13F-HR | Beaton Management Co. Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 220.8 K | 90.0% | 15.88 K | 0 | 15.88 K |
| ETFs | 24.65 K | 10.0% | 4.989 K | 0 | 4.989 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
245,442
Holdings
157
QoQ value change ($000)
20,871
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.