Shelter Mutual Insurance CO Portfolio Holdings
Shelter Mutual Insurance CO
- $399 Million
- Q1 2025
Shelter Mutual Insurance CO has filed its 13F form on April 22, 2025 for Q1 2025 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 $27.1M, Vanguard Star Fd Vanguard Tota with a value of $19.6M, Ishares Tr Broad Usd Inbd Etfv with a value of $14.5M, Walmart Inc. with a value of $14.5M, and Visa Inc. with a value of $14.2M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $387M 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: $125 Million
Financial Services: $75.5 Million
Industrials: $52 Million
Consumer Defensive: $39.2 Million
Healthcare: $36 Million
Technology: $29 Million
Consumer Cyclical: $16.1 Million
Energy: $16.1 Million
Other: $10.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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