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Wesleyan Assurance Society

CIK:0001773368
Insurance Company
$8B AUM
107 holdings
Birmingham, United Kingdom
Founded:1841
1,500 employees
Latest filing:Jun 30, 2025

Wesleyan Assurance Society is a leading UK-based mutual financial services organization founded in 1841 and headquartered in Birmingham. It provides financial advice, insurance, investment management, pensions, and protection products primarily to professionals, including doctors, dentists, teachers, and lawyers. As a mutual, the Society operates for the benefit of its members without shareholders, focusing on long-term customer outcomes. The firm employs a team of financial advisers and has over £7.6 billion of assets under management and more than 15,500 members as of 2023.

Investment Strategy

Wesleyan employs a long-term, sustainable and responsible multi-asset investment approach, prioritizing competitive returns while minimizing short-term portfolio turnover. The core With Profits Growth Fund integrates sustainability principles via responsible screening, positive contribution, and active engagement. Investments include large cap equities, sovereign and investment grade corporate bonds, property assets, and modest exposures to alternatives like infrastructure and private equity. The investment management team uses fundamental analysis, broad diversification, and does not use derivatives or currency hedging. Smoothed daily pricing is implemented for transparency and low volatility, enhancing the appeal for advisers seeking stability and responsiveness for their clients.

Latest 13F Filing Activity

Wesleyan Assurance Society filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Ferguson Enterprises Ord, Nvidia Corp. among other positions. Wesleyan Assurance Society reduced exposure to Unitedhealth Group Inc., Apple Inc., Becton Dickinson & Co. among others.

Top Buys
M
MSFTMICROSOFT CORP
+$32.3M
F
FERGFERGUSON ENTERPRISES ORD
+$28.9M
N
NVDANVIDIA CORP
+$22.3M
G
GOOGLALPHABET INC
+$16.3M
M
METAFACEBOOK INC
+$16.2M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$13.0M
A
AAPLAPPLE INC
-$5.8M
B
BDXBECTON DICKINSON & CO
-$3.5M
M
MMCMARSH & MCLENNAN COS INC
-$2.1M
J
JXNJACKSON FINANCIAL CL.A
-$1.9M

Top Holdings

M
MSFTMICROSOFT CORP
+8.5%$131.4M
F
FERGFERGUSON ENTERPRISES ORD
+7.1%$109.2M
G
GOOGLALPHABET INC
+6.2%$95.8M
M
METAFACEBOOK INC
+4.8%$74.1M
N
NVDANVIDIA CORP
+4.7%$71.9M

Equity Positions (106)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP8.51%$131.4M264,271$169.08$497.41+$32.3M
FERGUSON ENTERPRISES ORD7.07%$109.2M501,320$198.57$217.75+$28.9M
ALPHABET INC6.21%$95.8M543,730$118.96$176.23+$16.3M
FACEBOOK INC4.80%$74.1M100,470$234.22$738.09+$16.2M
NVIDIA CORP4.66%$71.9M455,230$91.35$157.99+$22.3M

Industry Allocation

WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+14.1%
SERVICES-PREPACKAGED SOFTWARE
+12.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.1%
NATIONAL COMMERCIAL BANKS
+6.4%
SEMICONDUCTORS & RELATED DEVICES
+5.6%