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SHELTER MUTUAL INSURANCE COMPANY

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COLUMBIA MO Insurance Company
13F Summary
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

Portfolio Performance