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Jeffrey R. Keen

Insight 2811, Inc.

Assets Managed
$239.105M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
5.46%(2Q avg: 3.26%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight 2811, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Insight 2811, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.105M in assets, with a quarterly growth rate of 5.46% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Jeffrey R. Keen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.37%
20.85%
$49.843M
851,443 shares@ $58.54 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 5.81%
9.84%
$23.508M
271,172 shares@ $86.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.98%
9.04%
$21.594M
33,058 shares@ $653.22 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.38%
8.82%
$21.073M
212,282 shares@ $99.28 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 1.37%
7.3%
$17.438M
211,194 shares@ $82.58 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 2.12%
5.34%
$12.761M
59,724 shares@ $213.68 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 12.58%
3.82%
$9.11M↓ Put
14,008 shares@ $650.35 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 5.14%
3.14%
$7.487M
135,249 shares@ $55.36 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.8%
3.05%
$7.28M
80,416 shares@ $90.53 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -1.31%
1.9%
$4.527M
49,404 shares@ $91.65 avg price

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