Wesleyan Assurance Society

All 13F Filings

Location
Birmingham, X0
Most recent 13F
Q2 2026
Holdings value ($000)
1,978,076
Description
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Website
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Founded
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Chairman
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CEO
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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 7/28/2026 109 1,978,076 13F-HR Wesleyan Assurance Society
Q1 2026 4/29/2026 106 1,694,209 13F-HR Wesleyan Assurance Society
Q4 2025 2/12/2026 109 1,733,092 13F-HR Wesleyan Assurance Society
Q3 2025 11/13/2025 106 1,671,185 13F-HR Wesleyan Assurance Society
Q2 2025 8/1/2025 108 1,543,438 13F-HR Wesleyan Assurance Society
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.971 M 99.7% 283.3 K 0 283.3 K
ETFs 6.81 K 0.3% 540 0 540
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,978,076
Holdings
109
QoQ value change ($000)
283,867 (16.8%)
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.