Shelter Mutual Insurance CO Portfolio Holdings
Shelter Mutual Insurance CO
- $387 Million
- Q4 2024
Shelter Mutual Insurance CO has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $387 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $23.2M, Vanguard Star Fd Vanguard Tota with a value of $18.6M, Walmart Inc. with a value of $15M, Ishares Tr Broad Usd Inbd Etfv with a value of $14.3M, and Oracle Corp with a value of $13.8M.
Examining the 13F form we can see an decrease of $12.7M in the current position value, from $399M to 387M.
Below you can find more details about Shelter Mutual Insurance CO portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
ETFs: $122 Million
Financial Services: $69.1 Million
Industrials: $50.8 Million
Consumer Defensive: $41.4 Million
Healthcare: $31.2 Million
Technology: $30.1 Million
Consumer Cyclical: $16.9 Million
Energy: $14.1 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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