Form 13F Mraz For: 5 May – Image for illustrative purposes only (Image credits: Unsplash)
Modesto, California – Investors tracking institutional moves received a fresh look into one firm’s strategy as Mraz, Amerine & Associates, Inc. filed its Form 13F with the Securities and Exchange Commission on May 5. The disclosure covers the firm’s equity holdings exceeding $100,000, offering a window into its value-driven approach amid volatile markets. With assets under management reaching nearly $785 million, the filing underscores a preference for established names in insurance and financial sectors.
A Steady Hand in Uncertain Times
The California-based firm, headquartered at 1120 13th Street in Modesto, maintains a disciplined portfolio. Seven employees, most dedicated to investment roles, oversee these assets. This structure allows for focused decision-making without the bloat of larger operations.
Form 13F filings, required quarterly from managers with over $100 million in qualifying assets, provide transparency into positions. Mraz Amerine’s submission reflects positions as of the end of the most recent quarter, helping analysts gauge sentiment toward specific stocks. The firm’s consistency in reporting builds trust among followers seeking reliable signals.
Dominance of Insurance and Financial Giants
Insurance stocks anchor the portfolio, signaling confidence in the sector’s resilience. Fairfax Financial Holdings LTD/CAN tops the list at $53.6 million, representing a significant allocation. Berkley W R Corp follows closely with $46.4 million, while White Mountains Insurance Group Ltd holds $38.7 million…