Dimensional Fund Advisors Ltd. Files Public Position Disclosure Under Rule 8.3 for Beazley plc Ordinary Shares

January 20, 2026 – In a regulatory filing today, Dimensional Fund Advisors Ltd. submitted a Form 8.3 Public Opening Position Disclosure relating to its interests in the ordinary shares of Beazley plc, a major provider of specialist insurance products listed on the London Stock Exchange. The filing underscores Dimensional’s ownership level, its role as an investment advisor, and compliance with UK takeover disclosure law.

What Is Form 8.3?

Form 8.3 is a mandatory disclosure document used under Rule 8.3 of the Takeover Code in the United Kingdom. It requires any person or entity holding 1% or more of the voting rights in a public company to disclose their position and transactions in relevant securities. The purpose of the rule is to ensure transparency about significant holdings in companies that may be targets of takeovers or subject to corporate control changes.

This disclosure helps regulatory authorities, investors, and market participants understand who holds significant interests in listed companies, thereby preventing undisclosed accumulations of influence over corporate governance outcomes.

Key Discloser: Dimensional Fund Advisors Ltd.

Dimensional Fund Advisors Ltd. is identified as the official discloser in this filing. Acting as an investment advisor on behalf of itself and affiliated investment advisory entities, Dimensional makes clear that it does not claim beneficial ownership of the shares described, despite controlling the relevant securities for reporting purposes.

The filing further clarifies that all interests in relevant securities must be disclosed, even if the reporting entity does not have direct voting discretion for all shares included in the total count.

Disclosure Details: Beazley plc Share Interests

According to the disclosure effective as of January 19, 2026, Dimensional and its affiliates held a total of 13,715,155 ordinary shares of Beazley plc, representing approximately 2.29% of the company’s issued ordinary shares. This percentage exceeds the 1% threshold that triggers reporting under the Takeover Code.

The interests disclosed include both shares owned and/or controlled. However, the filing states that Dimensional and its affiliates do not exercise voting discretion on a portion of these shares — specifically 217,100 shares — which remain outside the firm’s direct voting authority.

The disclosure did not include any short positions or derivative positions related to Beazley plc shares, nor did it list any agreements to purchase or sell relevant securities under the categories requiring additional supplemental forms.

Why This Disclosure Matters

Large institutional investors often hold positions in multiple public companies as part of diversified portfolios. However, regulations such as the UK Takeover Code are designed to keep corporate ownership transparent — especially when investors hold influence that could impact board control or corporate strategy.

In practice, this means that market participants, shareholders, and regulators can monitor shifts in ownership stakes that might signal potential corporate actions, such as takeover bids or strategic investments. The timing and substance of disclosures can influence market confidence and investor sentiment.

About Beazley plc

Beazley plc is a specialist insurance company headquartered in London, operating through a range of underwriting platforms. The company focuses on areas such as cyber insurance, professional liability, property insurance, and marine and political risk coverage. Beazley’s shares are traded publicly, with investors around the world participating in its equity markets.

Being a widely followed stock, disclosures such as this one from Dimensional Fund Advisors Ltd. are followed by institutional and retail investors alike for insights into major stakeholder positions.

How Investors Track Institutional Positions

Investors and analysts use disclosures like Form 8.3 to analyze which institutional investors hold large stakes in public companies. Ownership stakes above certain thresholds can indicate confidence, influence over corporate decisions, or potential future activism.

For example, a growing ownership percentage held by a reputable asset manager may be interpreted positively, while sudden changes might prompt questions about the investor’s strategy, risk tolerance, or expectations about future performance.

Compliance and Regulatory Context

The UK Takeover Code is enforced by the Panel on Takeovers and Mergers, which regulates conduct during corporate control events. The Code’s disclosure requirements aim to ensure that takeover bids proceed in an ordered and fair marketplace.

Form 8.3 is part of this regulatory framework, and non-compliance could result in market sanctions or penalties. The requirement extends to any relevant securities, including equity shares and derivative instruments, with specific conditions for how interests are calculated and reported.

Contact and Further Information

The disclosure was signed on behalf of Dimensional Fund Advisors Ltd. on January 20, 2026, with a contact provided for Thomas Hone, who serves as the company representative for this filing. Contact details included a UK telephone number, offering investors and press a point of contact for further questions about this disclosure.

This Form 8.3 filing complements other recent disclosures by Dimensional in relation to various companies, demonstrating the firm’s ongoing monitoring and reporting of its institutional holdings across multiple markets.

Investors interested in deeper insights into institutional ownership trends may access public regulatory filings or financial databases that compile such disclosures for comparative analysis.

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