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CIK: 0001455288
Total reported value
$472.8M
$472.8M
57 檔
18.4%
In Q3 2024, Shelter Mutual Insurance Co's U.S. equity holdings reached a combined market value of $472.8M, distributed across 57 disclosed stock positions.
In Q3 2024, Shelter Mutual Insurance Co adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.59% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.74% | +0.29% | — | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 3.68% | -0.15% | — | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.48% | -0.15% | -2.12% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.32% | -0.44% | — | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.31% | +0.16% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.09% | +0.30% | — | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.00% | +0.50% | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.97% | +0.22% | — | |
| 10 | LIN | Linde plc | Stock-Materials | 2.94% | -0.01% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.87% | +0.05% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.76% | +0.28% | — | |
| 13 | AXP | American Express Co | Stock-Financials | 2.73% | +0.13% | — | |
| 14 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.66% | -0.16% | — | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.62% | -0.24% | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.49% | -0.11% | — | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.44% | -0.13% | -5.71% | |
| 18 | CME | Cme Group Inc | Stock-Financials | 2.44% | -0.88% | — | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 2.34% | -0.02% | — | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.33% | -0.07% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 2.11% | -0.06% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 2.06% | +0.12% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.00% | -0.30% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 2.00% | +0.19% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.96% | +0.22% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -0.58% | — | |
| 27 | SHEL | Shell Plc-adr | Stock-Energy | 1.86% | -0.48% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +1.97% | -9.35% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.72% | +0.03% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | +0.11% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.17% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | -0.06% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 1.33% | -0.06% | — | |
| 34 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.31% | +0.14% | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.29% | +0.01% | — | |
| 36 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.27% | -0.06% | — | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.21% | -0.06% | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | +0.15% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.96% | -0.17% | — | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | +0.05% | +23.67% | |
| 41 | BN | Brookfield CORP | Stock-Financials | 0.77% | — | — | |
| 42 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.75% | -0.06% | — | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.75% | -0.14% | — | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.70% | -0.07% | — | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.65% | -0.03% | — | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.57% | -0.04% | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | -0.04% | +119.27% | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.47% | -0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | — | |
| 50 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.36% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.6% | — | Unchanged |
| 2 | WMT | Walmart Inc | +0.4% | — | Unchanged |
| 3 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 4 | AXP | American Express Co | +0.3% | — | Unchanged |
| 5 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +119.27% | Add |
| 6 | LOW | Lowe's Cos Inc | +0.3% | — | Unchanged |
| 7 | IBM | Intl Business Machines CORP | +0.2% | — | Unchanged |
| 8 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 9 | ABBV | Abbvie Inc | +0.2% | — | Unchanged |
| 10 | GILD | Gilead Sciences Inc | +0.2% | — | Unchanged |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 12 | BKNG | Booking Holdings Inc | +0.2% | — | Unchanged |
| 13 | BN | Brookfield CORP | +0.2% | — | Unchanged |
| 14 | ITW | Illinois Tool Works | +0.1% | — | Unchanged |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +23.67% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 18 | CME | Cme Group Inc | +0.1% | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 20 | DE | Deere & Co | 0% | — | Unchanged |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 22 | HAS | Hasbro Inc | — | — | Unchanged |
| 23 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 24 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 25 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 26 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
| 27 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 28 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 29 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 30 | LIN | Linde plc | -0.1% | — | Unchanged |
| 31 | IJR | Ishares Core S&p Small-cap E | -0.1% | EXIT | Sold out |
| 32 | TLH | Ishares 10-20 Year Treasury | -0.1% | -50.17% | Trim |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | — | Unchanged |
| 34 | BAB | Invesco Taxable Municipal Bo | -0.1% | — | Unchanged |
| 35 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 36 | BHP | Bhp Group Ltd-spon Adr | -0.1% | — | Unchanged |
| 37 | TGT | Target CORP | -0.1% | — | Unchanged |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.1% | — | Unchanged |
| 39 | BND | Vanguard Total Bond Market | -0.1% | — | Unchanged |
| 40 | VRSK | Verisk Analytics Inc | -0.1% | — | Unchanged |
| 41 | STZ | Constellation Brands Inc-a | -0.1% | — | Unchanged |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | — | Unchanged |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | — | Unchanged |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.2% | -9.35% | Trim |
| 45 | VXUS | Vanguard Total Intl Stock | -0.2% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 47 | SHEL | Shell Plc-adr | -0.3% | — | Unchanged |
| 48 | USIG | Ishares Broad Usd Investment | -0.3% | -2.12% | Trim |
| 49 | MBB | Ishares Mbs ETF | -0.3% | -5.71% | Trim |
| 50 | QCOM | Qualcomm Inc | -0.5% | — | Unchanged |
According to official SEC Form 13F filings, Shelter Mutual Insurance Co reported a total U.S. public equity portfolio value of $472.8M across 57 disclosed positions in Q3 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, ORCL) accounted for 18.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
IJR
前期市值: $315.7K
During Q3 2024, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.6%)、VXUS (4.7%)、ORCL (3.7%). The largest single position, BRK-A, represented 5.6% of total portfolio value.
In Q3 2024, Shelter Mutual Insurance Co made 7 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 1 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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