Shelter Mutual Insurance Company is based out of Columbia. Their last reported 13F filing for Q4 2023 included $362,527,798 in managed 13F securities
and a top 10 holdings concentration of 35.16%. Shelter Mutual Insurance Company's largest holding is Berkshire Hathaway Inc Class A with shares held of 34. Whalewisdom has at least 63 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ECL Ecolab Inc. | 1.26% |
WMT Walmart Inc | 0.64% |
MMM 3M Co. (Minnesota Mi | 0.63% |
PG Procter & Gamble Co. | 0.59% |
PEP Pepsico Inc. (Loft, | 0.59% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BRK.A Berkshire Hathaway I | 5.09% |
VXUS VANGUARD TOTAL INTER | 5.03% |
USIG iShares Broad USD In | 4.11% |
IEFA iShares Core MSCI EA | 3.12% |
VRTX Vertex Pharmaceutica | 3.1% |
2023-12-31
13F Activity
Market Value | $363m, Prior: $358m |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 12 stocks |
Top 10 Holdings % | 35.16% |
Turnover %[1] | 3.45% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 22.85 quarters |
Time Held Top 10 | 5.6 quarters |
Time Held All | 26.33 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31