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STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY

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BLOOMINGTON IL Insurance Company
13F Summary
State Farm Mutual Automobile Insurance Company is based out of Bloomington. Their last reported 13F filing for Q4 2023 included $103,981,147,466 in managed 13F securities and a top 10 holdings concentration of 46.79%. State Farm Mutual Automobile Insurance Company's largest holding is Lilly (Eli) & Co. with shares held of 16,355,112. Whalewisdom has at least 132 13F filings, 7 13D filings, 355 13G filings, and 7 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2024-01-16. The notice included securities offered of Other

2023-12-31

Top Buys (13F)

Name % Change
VCIT VANGUARD INTERMEDIAT 0.12%
IGIB iShares 5-10 Year In 0.03%
VETZ Academy Veteran Impa 0.01%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
LLY Lilly (Eli) & Co. 9.17%
ITW Illinois Tool Works 5.3%
CAT Caterpillar Inc. 5.05%
AAPL Apple Inc 4.78%
JNJ Johnson & Johnson Co 4.77%

2023-12-31

13F Activity

Market Value $104b, Prior: $99.4b
New Purchases 2 stocks
Added To 1 stocks
Sold out of 3 stocks
Reduced holdings in 34 stocks
Top 10 Holdings % 46.79%
Turnover %[1] 4.1%
Turnover Alt %[2] 0.16%
Time Held Top 20 45.35 quarters
Time Held Top 10 24.4 quarters
Time Held All 52.35 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