SM
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Shelter Mutual Insurance Co13F | |
| Shelter Mutual Insurance Co | |
| Last update 2025-02-07 | 57 Stocks (0 new) |
| Value $401.00 Mil | Turnover 0 % |
Shelter Mutual Insurance Co Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 34 | 23,151.3 | 0% | 5.770 | 0% | 0.000 | +6.43% | +13.17% | 1,110,827.5 | Insurance | |
VXUS | Vanguard Total International Stock | 314,823 | 18,552.5 | 0% | 4.620 | 0% | 0.030 | +0.55% | +5.29% | 76,935.4 | ||
WMT | Walmart Inc | 165,666 | 14,967.9 | 0% | 3.730 | 0% | 0.000 | +6.84% | +9.14% | 792,172.2 | Retail - Defensive | |
USIG | iShares U.S. Credit Bond ETF | 284,810 | 14,317.4 | 0% | 3.570 | 0% | 0.120 | -0.43% | +2.29% | 12,495.4 | ||
ORCL | Oracle Corp | 82,710 | 13,782.8 | 0% | 3.440 | 0% | 0.000 | -10.50% | -0.72% | 464,462.5 | Software | |
V | Visa Inc | 40,610 | 12,834.4 | 0% | 3.200 | 0% | 0.000 | +15.10% | +14.75% | 699,671.6 | Credit Services | |
VTI | Vanguard Total Stock Market ETF | 43,850 | 12,708.2 | 0% | 3.170 | 0% | 0.000 | -2.30% | +1.09% | 470,217.7 | ||
AXP | American Express Co | 39,885 | 11,837.5 | 0% | 2.950 | 0% | 0.010 | -1.21% | +1.41% | 211,434.1 | Credit Services | |
IEFA | iShares Core MSCI EAFE ETF | 160,575 | 11,285.2 | 0% | 2.810 | 0% | 0.010 | +2.35% | +7.26% | 126,342.7 | ||
CAT | Caterpillar Inc | 30,780 | 11,165.8 | 0% | 2.780 | 0% | 0.010 | -15.27% | -5.15% | 164,384.7 | Farm & Heavy Construction Machinery |
Shelter Mutual Insurance Co's Historical Top Holdings Breakdowns
Shelter Mutual Insurance Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOVT | iShares U.S. Treasury Bond ETF | 2024-09-30 | Add | +0.31% | 22.38 ($23.15) 23.66 | $23.00 | -0.65% | Add 119.27% | 105,250 | 57,250 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce | -0.18% | 520.18 ($556.01) 576.82 | $597.04 | 7.38% | Reduce -9.35% | 12,460 | -1,285 | |
MBB | iShares MBS ETF | 2024-09-30 | Reduce | -0.16% | 90.85 ($94.52) 96.66 | $94.08 | -0.47% | Reduce -5.71% | 109,870 | -6,650 | |
IXUS | iShares Core MSCI Total International Stock ETF | 2024-09-30 | Add | +0.16% | 64.9 ($69.25) 73.35 | $69.67 | 0.61% | Add 23.67% | 49,690 | 9,510 | |
USIG | iShares U.S. Credit Bond ETF | 2024-09-30 | Reduce | -0.08% | 49.82 ($51.61) 52.8 | $51.43 | -0.35% | Reduce -2.12% | 284,810 | -6,170 | |
TLH | iShares 10-20 Year Treasury Bond ETF | 2024-09-30 | Reduce | -0.08% | 100.75 ($107.19) 111.62 | $104.53 | -2.48% | Reduce -50.17% | 2,930 | -2,950 | |
IJR | iShares Core S&P Small-Cap ETF | 2024-09-30 | Sold Out | -0.08% | 105.53 ($112.98) 118.34 | $111.79 | -1.05% | Sold Out | 0 | -2,960 | |
PARA | Paramount Global | 2024-06-30 | Sold Out | 0% | 9.61 ($11.71) 13.86 | $11.36 | -3.03% | Sold Out | 0 | -80 | |
NOC | Northrop Grumman Corp | 2024-06-30 | Sold Out | 0% | 423.42 ($456.69) 488.06 | $461.74 | 1.11% | Sold Out | 0 | -8 | |
SLQT | SelectQuote Inc | 2024-06-30 | Sold Out | 0% | 1.51 ($2.41) 3.26 | $4.56 | 89.21% | Sold Out | 0 | -65 |
Shelter Mutual Insurance Co Total Holding History ($B)
Shelter Mutual Insurance Co's Asset Allocation
Shelter Mutual Insurance Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Shelter Mutual Insurance Co's Hypothetical Growth since 2024-12-31
Shelter Mutual Insurance Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shelter Mutual Insurance Co's Holdings Heat Map
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Shelter Mutual Insurance Co's Holdings Bubble Chart
Shelter Mutual Insurance Co News
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