$348 Thousand is the total value of Shelter Mutual Insurance Co's 54 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -386 | -100.0% | -0.01% | – |
BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -56,131 | -100.0% | -0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC/A | 45 | Q2 2024 | 6.7% |
PEPSICO ORD | 45 | Q2 2024 | 5.5% |
PROCTER & GAMBLE ORD | 45 | Q2 2024 | 4.8% |
ORACLE ORD | 45 | Q2 2024 | 4.4% |
UNION PACIFIC ORD | 45 | Q2 2024 | 4.8% |
VERISK ANALYTICS ORD | 45 | Q2 2024 | 4.4% |
LOWES COS INC | 45 | Q2 2024 | 4.1% |
WAL-MART STORES | 45 | Q2 2024 | 4.6% |
CME GROUP INC | 45 | Q2 2024 | 4.0% |
INTERNATIONAL BUSINESS MACHS | 45 | Q2 2024 | 4.1% |
View Shelter Mutual Insurance Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-25 |
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 |
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.