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| Name: |
Intelligent Financial Strategies |
| City: |
EXCELSIOR |
| State: |
MN |
| Zip: |
55331 |
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| Achive
data |
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| Holdings
Found :
9 |
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New Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RLI |
RLI Corp |
58 |
New |
$148.06 |
$45,000 |
300 |
0.03% |
45,000 |
300 |
0 |
Property & Casualty I... |
|
|
BRO |
Brown & Brown Inc |
57 |
New |
$87.07 |
$45,000 |
509 |
0.03% |
45,000 |
509 |
0.001 |
Insurance Brokers |
|
|
MMC |
Marsh & McLennan Companies Inc |
62 |
New |
$205.55 |
$44,000 |
216 |
0.03% |
44,000 |
216 |
0 |
Insurance Brokers |
|
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PGR |
Progressive Corp |
60 |
New |
$215.76 |
$44,000 |
212 |
0.03% |
44,000 |
212 |
0 |
Property & Casualty I... |
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AXP |
American Express Co |
66 |
New |
$242.30 |
$44,000 |
194 |
0.03% |
44,000 |
194 |
0 |
Credit Services |
|
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RYAN |
Ryan Specialty Group Holdin... |
59 |
New |
$53.71 |
$44,000 |
784 |
0.03% |
44,000 |
784 |
0.001 |
N/A |
|
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WRB |
WR Berkley Corporation |
65 |
New |
$79.74 |
$44,000 |
503 |
0.03% |
44,000 |
503 |
0 |
Property & Casualty I... |
|
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AJG |
Arthur J Gallagher & Co |
64 |
New |
$250.82 |
$44,000 |
176 |
0.03% |
44,000 |
176 |
0 |
Insurance Brokers |
|
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CB |
Chubb Ltd (ACE Ltd) |
63 |
New |
$254.84 |
$44,000 |
170 |
0.03% |
44,000 |
170 |
0 |
Property & Casualty I... |
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