$319 Million is the total value of Shelter Mutual Insurance Co's 48 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -129,940 | -100.0% | -0.28% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -90,380 | -100.0% | -1.18% | – |
INTC | Exit | INTEL CORP | $0 | – | -125,070 | -100.0% | -2.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC/A | 42 | Q3 2023 | 6.7% |
PEPSICO ORD | 42 | Q3 2023 | 5.5% |
PROCTER & GAMBLE ORD | 42 | Q3 2023 | 4.8% |
ORACLE ORD | 42 | Q3 2023 | 4.4% |
UNION PACIFIC ORD | 42 | Q3 2023 | 4.8% |
LOWES COS INC | 42 | Q3 2023 | 4.1% |
VERISK ANALYTICS ORD | 42 | Q3 2023 | 4.4% |
WAL-MART STORES | 42 | Q3 2023 | 4.6% |
CME GROUP INC | 42 | Q3 2023 | 4.0% |
INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 4.1% |
View Shelter Mutual Insurance Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-01 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-01 |
View Shelter Mutual Insurance Co'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.