$926 Million is the total value of STEWART WEST INDIES TRADING CO., LTD's 84 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Sell | JOHNSON & JOHNSON | $22,898,000 | -17.1% | 250,000 | -21.6% | 2.47% | -21.8% |
| BKOR | Exit | OAK RIDGE FINL SVCS INC | $0 | – | -30,400 | -100.0% | -0.02% | – |
| CITZ | Exit | CFS BANCORP INC | $0 | – | -40,846 | -100.0% | -0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 20 | Q1 2018 | 29.6% |
| JPMORGAN CHASE & CO | 20 | Q1 2018 | 9.8% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q1 2018 | 8.4% |
| YUM BRANDS INC | 20 | Q1 2018 | 8.4% |
| WELLS FARGO CO NEW | 20 | Q1 2018 | 7.0% |
| WAL-MART STORES INC | 20 | Q1 2018 | 5.8% |
| CISCO SYS INC | 20 | Q1 2018 | 6.8% |
| CHEVRON CORP NEW | 20 | Q1 2018 | 6.7% |
| COHEN & STEERS INFRASTRUCTUR | 20 | Q1 2018 | 4.8% |
| CATERPILLAR INC DEL | 20 | Q1 2018 | 6.6% |
View STEWART WEST INDIES TRADING CO., LTD's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RMR Asia Pacific Real Estate Fund | February 23, 2011 | 195,646 | 5.8% |
View STEWART WEST INDIES TRADING CO., LTD's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2020-02-24 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-14 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-15 |
| 13F-HR | 2016-05-16 |
View STEWART WEST INDIES TRADING CO., LTD's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.