INSIGHT 2811, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$194M
Signature - Title
Jeffrey R. Keen - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by INSIGHT 2811, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSIGHT 2811, INC. reported 88 stock holdings with total value $194M as of Q4 2024. Top holdings included VGSH, TLT, SHY, AGG, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 88 $194M +$13.5M -$14.1M -$579K VGSH, TLT, SHY, AGG, IVV 13F-HR 2/11/2025, 04:17 PM
Q3 2024 89 $201M +$20.3M -$20M +$317K VGSH, SHY, TLT, AGG, IWD 13F-HR 11/6/2024, 02:06 PM
Q2 2024 86 $193M +$6.01M -$7.11M -$1.1M VGSH, SHY, IWD, AGG, IVV 13F-HR 8/6/2024, 05:20 PM
Q1 2024 83 $195M +$8.11M -$1.62M +$6.49M VGSH, SHY, IWD, AGG, IVV 13F-HR 5/6/2024, 02:54 PM
Q4 2023 78 $183M +$10.5M -$12.1M -$1.63M VGSH, SHY, IWD, AGG, IVV 13F-HR 2/12/2024, 04:50 PM
Q3 2023 100 $176M +$22.7M -$27.1M -$4.41M VGSH, SHY, IWD, AGG, BIL 13F-HR 11/14/2023, 02:48 PM
Q2 2023 95 $184M +$26.6M -$2.85M +$23.7M VGSH, SHY, IBTE, IWD, BIL 13F-HR 8/4/2023, 01:31 PM
Q1 2023 91 $162M +$2.22M -$4.76M -$2.54M SHY, VGSH, IBTE, IWD, BIL 13F-HR 5/11/2023, 10:35 AM
Q4 2022 95 $162M +$28.2M -$17M +$11.2M SHY, VGSH, IBTE, IWD, BIL 13F-HR 2/7/2023, 03:26 PM
Q3 2022 82 $148M +$3.81M -$2.02M +$1.79M SHY, VGSH, IWD, IWF, BIL 13F-HR 11/14/2022, 12:49 PM
Q2 2022 83 $153M +$9.07M -$6.17M +$2.91M SHY, VGSH, IWD, IWF, BIL 13F-HR 8/9/2022, 01:36 PM
Q1 2022 90 $169M +$13.6M -$11M +$2.69M SHY, VGSH, IWD, IWF, IWS 13F-HR 5/6/2022, 09:08 AM
Q4 2021 81 $176M +$51.2M -$47.2M +$4M SHY, VGSH, IWF, IWD, IWP 13F-HR 2/1/2022, 04:24 PM
Q3 2021 76 $169M +$3.51M -$10.8M -$7.32M SHY, SCHR, IWF, IWP, IWD 13F-HR 11/4/2021, 10:05 AM
Q2 2021 79 $177M +$5.14M -$4.34M +$797K SHY, SCHR, IWF, IWP, IWD 13F-HR 8/4/2021, 02:57 PM
Q1 2021 72 $171M +$8.64M -$8.04M +$599K SHY, SCHR, IWF, IWP, IWD 13F-HR 4/29/2021, 03:59 PM
Q4 2020 76 $170M +$60.1M -$51.1M +$8.96M SHY, SCHR, IWF, IWP, IWD 13F-HR 1/29/2021, 09:30 AM
Q3 2020 66 $161M +$9.89M -$1.1M +$8.79M SHY, BIL, IWF, IWP, IWD 13F-HR 10/20/2020, 01:43 PM
Q2 2020 66 $151M +$11.2M -$4.68M +$6.47M SHY, BIL, IWF, IWP, TLT 13F-HR 7/21/2020, 10:46 AM
Q1 2020 68 $137M +$29.5M -$26.3M +$3.21M SHY, BIL, IWF, TLT, IWD 13F-HR 5/5/2020, 04:52 PM
Q4 2019 92 $152M +$12.1M -$3.81M +$8.34M SHY, TLT, IWD, IWF, IWP 13F-HR 2/7/2020, 12:52 PM
Q3 2019 82 $141M +$7.59M -$3.57M +$4.03M SHY, TLT, IWD, IWF, IWP 13F-HR 10/31/2019, 12:53 PM
Q2 2019 87 $139M +$8.22M -$2.2M +$6.03M SHY, TLT, IWD, IWF, IWP 13F-HR 7/9/2019, 04:56 PM
Q1 2019 87 $130M +$30.2M -$25M +$5.29M SHY, TLT, IWD, IWF, IWP 13F-HR 5/13/2019, 04:32 PM
Q4 2018 80 $118M +$40.8M -$49M -$8.12M SHY, IWD, IWF, IWP, IEFA 13F-HR 2/25/2019, 08:37 AM
Q3 2018 86 $148M +$12.7M -$13.2M -$509K VCSH, IWD, IWF, IWP, IEFA 13F-HR 11/2/2018, 12:09 PM
Q2 2018 80 $144M +$9.17M -$3.05M +$6.12M VCSH, IEFA, IWD, IWF, IWP 13F-HR 8/10/2018, 09:41 AM
Q1 2018 79 $139M +$20.6M -$1.94M +$18.7M VCSH, IEFA, IWD, IWF, IWP 13F-HR 5/3/2018, 01:44 PM
Q4 2017 72 $136M +$8.67M -$8.07M +$604K IEFA, IWD, IWF, VCLT, VCSH 13F-HR 2/12/2018, 01:37 PM
Q3 2017 74 $135M +$6.98M -$1.54M +$5.44M IEFA, IWD, VCLT, IWF, VCSH 13F-HR 10/25/2017, 05:34 PM
Q2 2017 78 $131M +$21.3M -$21.5M -$249K IEFA, IWD, VCLT, IWF, VCSH 13F-HR 8/1/2017, 09:45 AM
Q1 2017 79 $131M +$9.29M -$3.66M +$5.63M SHY, IWD, VCSH, IEFA, IWF 13F-HR 5/3/2017, 11:38 AM
Q4 2016 69 $123M +$17.5M -$25.8M -$8.29M SHY, IWD, VCSH, IEFA, IWF 13F-HR 2/7/2017, 11:49 AM
Q3 2016 88 $161M +$23M -$13.7M +$9.34M SHY, VCSH, IWP, IWS, IWF 13F-HR 10/25/2016, 03:17 PM
Q2 2016 115 $259M +$12.7M -$9.3M +$3.41M BJRI, SHY, IWS, IWD, IWP 13F-HR 8/12/2016, 10:51 AM
Q1 2016 112 $255M +$88M -$4.29M +$83.7M BJRI, SHY, IWP, IWF, IWS 13F-HR 5/12/2016, 12:41 PM
Q4 2015 105 $211M +$50.6M -$8.73M +$41.9M BJRI, TLT, SHY, IWF, IWP 13F-HR 2/4/2016, 02:22 PM
Q3 2015 102 $172M +$51.9M -$57.1M -$5.2M TLT, SHY, IWF, IWP, BRKA 13F-HR 11/3/2015, 01:08 PM
Q2 2015 106 $209M +$29.3M -$7.77M +$21.6M SHY, IWP, IWF, IEFA, BRKA 13F-HR 8/5/2015, 09:07 AM
Q1 2015 109 $212M +$68.3M -$42.4M +$25.9M SHY, IWP, IWF, BRKA, SHXXXX 13F-HR 4/24/2015, 02:26 PM
Q4 2014 110 $205M VCSH, IWP, IWF, TLT, BRKA 13F-HR 2/12/2015, 02:37 PM
Q3 2014 113 $232M BRKA, VCSH, IWF, IWP, SPDW 13F-HR 11/14/2014, 09:41 AM
Q2 2014 113 $239M +$7.75M -$6.27M +$1.48M VCSH, BRKA, IWP, IWF, SPDW 13F-HR 8/14/2014, 04:20 PM
Q1 2014 112 $235M +$39.3M -$4.21M +$35.1M VCSH, BRKA, IWP, IWF, SPDW 13F-HR 5/15/2014, 10:59 AM
Q4 2013 91 $202M VCSH, BRKA, IWP, IWF, SPDW 13F-HR 2/4/2014, 08:28 AM