FINANCIAL STRATEGIES GROUP, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 150K | $9.92M |
 | VZ | 141K | $6.62M |
 | PHM | 68K | $8.75M |
 | PGR | 67K | $13.61M |
 | XOM | 59K | $8.79M |
 | AMZN | 58K | $15.14M |
 | COF | 54K | $10.40M |
 | FDS | 53K | $11.98M |
 | PG | 47K | $7.00M |
 | PEP | 45K | $6.86M |
 | GOOG | 44K | $15.39M |
SELECT MED HLDGS CORP | SEM | 36K | $587.46K |
 | JPM | 35K | $11.00M |
 | CB | 33K | $10.79M |
 | AAPL | 31K | $8.18M |
 | BRK-B | 28K | $13.15M |
 | NMIH | 28K | $1.15M |
 | MTG | 23K | $668.85K |
 | CSX | 22K | $1.00M |
 | HCA | 22K | $9.59M |
W. R. Berkley Corporation
WRB
Shares Held
150K
Value
$9.92M
Verizon Communications Inc.
VZ
Shares Held
141K
Value
$6.62M
PulteGroup, Inc.
PHM
Shares Held
68K
Value
$8.75M
The Progressive Corporation
PGR
Shares Held
67K
Value
$13.61M
Exxon Mobil Corporation
XOM
Shares Held
59K
Value
$8.79M
Amazon.com, Inc.
AMZN
Shares Held
58K
Value
$15.14M
Capital One Financial Corporation
COF
Shares Held
54K
Value
$10.40M
FactSet Research Systems Inc.
FDS
Shares Held
53K
Value
$11.98M
The Procter & Gamble Company
PG
Shares Held
47K
Value
$7.00M
PepsiCo, Inc.
PEP
Shares Held
45K
Value
$6.86M
Alphabet Inc.
GOOG
Shares Held
44K
Value
$15.39M
SELECT MED HLDGS CORP
SEM
Shares Held
36K
Value
$587.46K
JPMorgan Chase & Co.
JPM
Shares Held
35K
Value
$11.00M
Chubb Limited
CB
Shares Held
33K
Value
$10.79M
Apple Inc.
AAPL
Shares Held
31K
Value
$8.18M
Berkshire Hathaway Inc.
BRK-B
Shares Held
28K
Value
$13.15M
NMI Holdings, Inc.
NMIH
Shares Held
28K
Value
$1.15M
MGIC Investment Corporation
MTG
Shares Held
23K
Value
$668.85K
CSX Corporation
CSX
Shares Held
22K
Value
$1.00M
HCA Healthcare, Inc.
HCA
Shares Held
22K
Value
$9.59M