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Insight 2811, Inc.
INSIGHT 2811, INC. is a hedge fund based in Chicago, Illinois, United States. The firm primarily operates as an investment adviser and manages discretionary assets for approximately 344 clients. As of June 2025, the firm has about 9 employees, mostly dedicated to investment management. Its regulatory filings trace back to at least 2005, and the firm serves institutional and high-net-worth investors seeking diversified portfolio management and advisory services.
Investment Strategy
Insight 2811, Inc. employs a diversified investment strategy focused on portfolio management across a broad set of asset classes, with a notable emphasis on fixed income instruments and exchange-traded funds (ETFs) such as US Treasuries, aggregate bond funds, and broad market equity indices. The firm adjusts allocations based on market dynamics, regularly rebalancing portfolios and introducing new positions in response to changing market conditions. Its approach favors large and liquid securities, aiming to generate steady returns for clients by balancing sectoral exposures and managing risk across geographic and asset class dimensions. Long-term holding patterns and moderate turnover reflect a strategy designed for stability and risk-adjusted growth.
Latest 13F Filing Activity
Insight 2811, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $211M. The fund increased holdings in Ishares TR, Vanguard Scottsdale FDS, Ishares TR among other positions. Insight 2811, Inc. reduced exposure to J P Morgan Exchange Traded F, J P Morgan Exchange Traded F, Barrick Gold Corp. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 22.03% | $46.5M | 791,493 | $59.69 | $58.78 | +$2.9M |
T TLT | ISHARES TR | 10.62% | $22.4M | 254,152 | $95.30 | $88.25 | +$194.7K |
I IVV | ISHARES TR | 9.12% | $19.3M | 31,015 | $511.35 | $620.90 | +$5.5M |
A AGG | ISHARES TR | 8.46% | $17.9M | 180,113 | $98.14 | $99.20 | +$1.4M |
S SHY | ISHARES TR | 8.33% | $17.6M | 212,353 | $84.25 | $82.86 | +$438.4K |
Industry Allocation
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