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CIK: 0001455288
Total reported value
$472.8M
$472.8M
68 檔
16.8%
At the close of Q1 2024, Shelter Mutual Insurance Co disclosed equity holdings valued at approximately $472.8M, spread across 68 reported holdings.
During Q1 2024, Shelter Mutual Insurance Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.56% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.89% | +0.29% | — | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.81% | -0.15% | — | |
| 4 | LIN | Linde plc | Stock-Materials | 3.16% | -0.01% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.07% | +0.05% | — | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.97% | +0.16% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.94% | +0.30% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.92% | +0.22% | — | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.91% | +0.50% | — | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.77% | -0.13% | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.70% | +0.28% | — | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.70% | -0.24% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.68% | -0.15% | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.67% | -0.11% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.57% | -0.44% | +200.00% | |
| 16 | CME | Cme Group Inc | Stock-Financials | 2.55% | -0.88% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.50% | -0.07% | — | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 2.48% | -0.02% | — | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.41% | -0.16% | — | |
| 20 | AXP | American Express Co | Stock-Financials | 2.34% | +0.13% | — | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.30% | -0.30% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 2.25% | +0.12% | — | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 2.23% | -0.06% | — | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 2.17% | +0.03% | — | |
| 25 | DE | Deere & Co | Stock-Industrials | 2.15% | +0.19% | — | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.96% | -0.48% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.95% | -0.58% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.89% | +0.22% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +1.97% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.11% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.45% | -0.06% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 1.43% | -0.06% | — | |
| 33 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.41% | +0.14% | — | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | -0.17% | — | |
| 35 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.36% | -0.06% | — | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.29% | -0.06% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.17% | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | +0.01% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | +0.15% | — | |
| 40 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.80% | -0.06% | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.75% | -0.07% | — | |
| 42 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.72% | -0.04% | — | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.71% | -0.03% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.70% | +0.05% | — | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.61% | -0.14% | — | |
| 46 | BN | Brookfield CORP | Stock-Financials | 0.61% | — | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.47% | -0.01% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | — | |
| 49 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.35% | -0.08% | — | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.28% | -0.04% | — |
According to official SEC Form 13F filings, Shelter Mutual Insurance Co reported a total U.S. public equity portfolio value of $472.8M across 68 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, VXUS, USIG) accounted for 16.8% of total reported equity market value during Q1 2024.
During Q1 2024, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.6%)、VXUS (4.9%)、USIG (3.8%). The largest single position, BRK-A, represented 5.6% of total portfolio value.
In Q1 2024, Shelter Mutual Insurance Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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