Shelter Mutual Insurance CO Portfolio Holdings
Shelter Mutual Insurance CO
- $399 Million
- Q3 2024
Shelter Mutual Insurance CO has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $399 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 $23.5M, Vanguard Star Fd Vanguard Tota with a value of $20.4M, Ishares Tr Broad Usd Inbd Etfv with a value of $15M, Oracle Corp with a value of $14.1M, and Walmart Inc. with a value of $13.4M.
Examining the 13F form we can see an increase of $29.4M in the current position value, from $370M to 399M.
Below you can find more details about Shelter Mutual Insurance CO portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
ETFs: $129 Million
Financial Services: $65.2 Million
Industrials: $52.5 Million
Consumer Defensive: $42.5 Million
Healthcare: $33.9 Million
Technology: $31.3 Million
Consumer Cyclical: $17.5 Million
Energy: $15.1 Million
Other: $12.9 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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