{"success":true,"data":{"pressRelease":{"id":"53284","rtpr_id":"nGNEbRjt6F","ticker":"BEZG","exchange":"LSE","all_tickers":["BEZG"],"title":"REG-Dimensional Fund Advisors Ltd. : Form 8.3 - BEAZLEY PLC - Ordinary Shares","author":"Globe Newswire","published_at":"2026-06-03T09:52:38.101Z","article_body":"FORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\nRule 8.3 of the Takeover Code (the “Code”)\n\n 1. KEY INFORMATION \n \n (a) Full name of discloser: Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares \n described in this form 8.3. \n (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree Beazley PLC \n (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure 02 June 2026 \n (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state “N/A” N/A \n \n 2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE \n \n If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. \n (a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) \n \n Class of relevant security: 5p ordinary (GB00BYQ0JC66) \n Interests Short Positions \n Number % Number % \n (1) Relevant securities owned and/or controlled: 12,050,774 2.00 % \n (2) Cash-settled derivatives: \n (3) Stock-settled derivatives (including options) and agreements to purchase/sell: \n Total 12,050,774 * 2.00 % \n * Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 219,278 shares that are included in the total above. \n \n All interests and all short positions should be disclosed. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). \n \n \n (b) Rights to subscribe for new securities (including directors’ and other employee options) \n \n Class of relevant security in relation to which subscription right exists: \n Details, including nature of the rights concerned and relevant percentages: \n \n 3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE \n \n Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. The currency of all prices and other monetary amounts should be stated. \n (a) Purchases and sales \n \n Class of relevant security Purchase/sale Number of securities Price per unit \n 5p ordinary (GB00BYQ0JC66) Sale 113,936 12.8204 GBP \n There was a Transfer In of 3,378 shares of 5p ordinary \n \n (b) Cash-settled derivative transactions \n \n Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit \n \n \n (c) Stock-settled derivative transactions (including options) \n \n (i) Writing, selling, purchasing or varying \n \n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit \n \n \n (ii) Exercise \n \n Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit \n \n \n (d) Other dealings (including subscribing for new securities) \n \n Class of relevant security Nature of dealing e.g. subscription, conversion Details Price per unit (if applicable) \n \n \n 4. OTHER INFORMATION \n \n (a) Indemnity and other dealing arrangements \n \n Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer: Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state “none” \n None \n \n (b) Agreements, arrangements or understandings relating to options or derivatives \n \n Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state “none” \n None \n \n (c) Attachments \n \n Is a Supplemental Form 8 (Open Positions) attached? NO \n \n Date of disclosure 03 June 2026 \n Contact name Thomas Hone \n Telephone number +44 20 3033 3419 \n \n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at\nwww.thetakeoverpanel.org.uk.","article_body_html":"","raw_payload":{"data":{"id":"nGNEbRjt6F","title":"REG-Dimensional Fund Advisors Ltd. : Form 8.3 - BEAZLEY PLC - Ordinary Shares","author":"Globe Newswire","ticker":"BEZG","created":"2026-06-03T09:52:38.101Z","tickers":["BEZG"],"exchange":"LSE","article_body":"FORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\nRule 8.3 of the Takeover Code (the “Code”)\n\n 1. KEY INFORMATION \n \n (a) Full name of discloser: Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (“Dimensional”). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares \n described in this form 8.3. \n (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree Beazley PLC \n (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure 02 June 2026 \n (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state “N/A” N/A \n \n 2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE \n \n If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. \n (a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) \n \n Class of relevant security: 5p ordinary (GB00BYQ0JC66) \n Interests Short Positions \n Number % Number % \n (1) Relevant securities owned and/or controlled: 12,050,774 2.00 % \n (2) Cash-settled derivatives: \n (3) Stock-settled derivatives (including options) and agreements to purchase/sell: \n Total 12,050,774 * 2.00 % \n * Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 219,278 shares that are included in the total above. \n \n All interests and all short positions should be disclosed. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). \n \n \n (b) Rights to subscribe for new securities (including directors’ and other employee options) \n \n Class of relevant security in relation to which subscription right exists: \n Details, including nature of the rights concerned and relevant percentages: \n \n 3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE \n \n Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. The currency of all prices and other monetary amounts should be stated. \n (a) Purchases and sales \n \n Class of relevant security Purchase/sale Number of securities Price per unit \n 5p ordinary (GB00BYQ0JC66) Sale 113,936 12.8204 GBP \n There was a Transfer In of 3,378 shares of 5p ordinary \n \n (b) Cash-settled derivative transactions \n \n Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit \n \n \n (c) Stock-settled derivative transactions (including options) \n \n (i) Writing, selling, purchasing or varying \n \n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit \n \n \n (ii) Exercise \n \n Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit \n \n \n (d) Other dealings (including subscribing for new securities) \n \n Class of relevant security Nature of dealing e.g. subscription, conversion Details Price per unit (if applicable) \n \n \n 4. OTHER INFORMATION \n \n (a) Indemnity and other dealing arrangements \n \n Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer: Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state “none” \n None \n \n (b) Agreements, arrangements or understandings relating to options or derivatives \n \n Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state “none” \n None \n \n (c) Attachments \n \n Is a Supplemental Form 8 (Open Positions) attached? NO \n \n Date of disclosure 03 June 2026 \n Contact name Thomas Hone \n Telephone number +44 20 3033 3419 \n \n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at\nwww.thetakeoverpanel.org.uk."},"type":"article","timestamp":"2026-06-03T09:52:38.197584418Z","server_sent_at_ms":1780480358197},"received_at":"2026-06-03T09:52:38.456Z","source_url":null},"analysis":{"id":"42714","press_release_id":"53284","analysis_json":{"industry":{"label":"Insurance","sector":"Financials"},"redFlags":[],"eventType":"insider_transaction","narrative":"Dimensional Fund Advisors Ltd. filed a Form 8.3 disclosure with the UK Takeover Panel regarding its position in Beazley PLC.\n\nThe disclosure reports a sale of 113,936 ordinary shares at 12.8204 GBP per share, leaving a total holding of 12,050,774 shares (2.00% of the company).\n\nDimensional disclaims beneficial ownership and voting discretion, indicating these are passive index-fund transactions rather than strategic moves.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Routine passive fund disclosure; no strategic signal."},"keyFigures":{"customDimensions":{"shares_sold":113936,"sale_price_gbp":12.8204,"total_holding_pct":"2.00%","total_holding_shares":12050774}},"quotedText":"Dimensional expressly disclaims beneficial ownership of the shares described in this form 8.3.","namedEntities":{"people":[{"name":"Thomas Hone","role":"Contact"}],"products":[],"companies":[{"name":"Dimensional Fund Advisors Ltd.","relationship":"discloser"},{"name":"Dimensional Fund Advisors LP","relationship":"parent"},{"name":"Beazley PLC","ticker":"BEZG","relationship":"issuer"}],"dollarAmounts":[{"amount":"12.8204 GBP","context":"price per share for sale"}]},"materialImpact":{"score":1,"reasoning":"This is a routine regulatory disclosure (Form 8.3 under the UK Takeover Code) by a passive index fund manager (Dimensional). The sale of ~114k shares (0.9% of their holding) is likely due to index rebalancing or fund flows, not a strategic signal. Dimensional explicitly disclaims beneficial ownership and voting discretion."},"tickerRelevance":{"others":[],"primary":"BEZG"},"globalImportance":5,"audienceRelevance":10,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap","eventGravity":"regulatory-filing","discloserType":"passive-index-fund","marketCapAdjustment":"low"}},"event_type":"insider_transaction","event_type_secondary":null,"sentiment":"neutral","material_impact_score":1,"narrative":"Dimensional Fund Advisors Ltd. filed a Form 8.3 disclosure with the UK Takeover Panel regarding its position in Beazley PLC.\n\nThe disclosure reports a sale of 113,936 ordinary shares at 12.8204 GBP per share, leaving a total holding of 12,050,774 shares (2.00% of the company).\n\nDimensional disclaims beneficial ownership and voting discretion, indicating these are passive index-fund transactions rather than strategic moves.","key_figures":{"customDimensions":{"shares_sold":113936,"sale_price_gbp":12.8204,"total_holding_pct":"2.00%","total_holding_shares":12050774}},"named_entities":{"people":[{"name":"Thomas Hone","role":"Contact"}],"products":[],"companies":[{"name":"Dimensional Fund Advisors Ltd.","relationship":"discloser"},{"name":"Dimensional Fund Advisors LP","relationship":"parent"},{"name":"Beazley PLC","ticker":"BEZG","relationship":"issuer"}],"dollarAmounts":[{"amount":"12.8204 GBP","context":"price per share for sale"}]},"model_name":"qwen3_6_27b_awq","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-06-04T05:06:47.700Z","global_importance":5,"audience_relevance":10,"importance_components":{"tickerTier":"mid-cap","eventGravity":"regulatory-filing","discloserType":"passive-index-fund","marketCapAdjustment":"low"}},"durationMs":43875,"modelName":"george-droid-qwen-72b"}}