CIK: 0001307493
Total reported value
$1.2B
Reporting period: 2018-03-31 · Number of holdings: 19
STEWART WEST INDIES TRADING CO., LTD disclosed 19 holdings in its latest 13F filing for the period ending 2018-03-31, with total reported value of $1.2B and a quarterly turnover rate of 4.9%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "S"
Stewart West Indies Trading Co., LTD's disclosed holdings carry a Herfindahl concentration index of 0.128 — mathematically equivalent to about 8 equally-sized positions, well below its 19 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.23), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 57% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/stewart-west-indies-trading-co-ltd
Add CSCO
0.0% $8.4M
Add BRK-A
0.0% $1.7M
Trim WFC
0.0% -$10.2M
Add JPM
0.0% $3.1M
Trim WMT
0.0% -$5.6M
Trim UTF
0.0% -$5.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 29.62% | +0.88% | — | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.79% | +0.51% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.37% | +0.25% | — | |
| 4 | CSCO | Cisco Systems INC | Stock-Tech | 6.77% | +0.88% | — | |
| 5 | CAT | Caterpillar INC | Stock-Industrials | 6.36% | -0.27% | — | |
| 6 | YUM | Yum! Brands INC | Stock-Consumer Disc | 6.32% | +0.02% | -6.34% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 5.60% | -0.72% | — | |
| 8 | WMT | Walmart INC | Stock-Consumer Staples | 4.44% | -0.37% | — | |
| 9 | PFE | Pfizer INC | Stock-Healthcare | 3.71% | +0.02% | — | |
| 10 | UTF | Cohen & Steers Infrastructur | Stock-Other | 3.55% | -0.33% | — | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.90% | -0.02% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.77% | -0.18% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.93% | +0.05% | — | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.13% | — | |
| 15 | VTR | Ventas INC | Stock-Real Estate | 1.77% | -0.32% | — | |
| 16 | AXP | American Express Co | Stock-Financials | 1.70% | -0.06% | — | |
| 17 | VZ | Verizon Communications INC | Stock-Comm Services | 1.20% | -0.09% | — | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 1.01% | -0.06% | — | |
| 19 | LTC | Ltc Properties INC | Stock-Other | 0.37% | -0.04% | — |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2018 Q1 | 19 | $1.2B | 5 | ||
| 2017 Q4 | 19 | $1.2B | 13 | ||
| 2017 Q3 | 21 | $1.1B | 12 | ||
| 2017 Q2 | 22 | $1.1B | 9 | ||
| 2017 Q1 | 25 | $1.2B | 4 | ||
| 2016 Q4 | 25 | $1.1B | 15 | ||
| 2016 Q3 | 24 | $1.0B | 4 | ||
| 2016 Q2 | 25 | $1.0B | 5 | ||
| 2016 Q1 | 26 | $1.0B | 11 | ||
| 2015 Q4 | 27 | $968.5M | 5 | ||
| 2015 Q3 | 28 | $950.8M | 18 | ||
| 2015 Q2 | 38 | $986.9M | 13 | ||
| 2015 Q1 | 45 | $1.0B | 5 | ||
| 2014 Q4 | 75 | $1.0B | 10 | ||
| 2014 Q3 | 74 | $998.9M | 14 | ||
| 2014 Q2 | 75 | $967.8M | 7 | ||
| 2014 Q1 | 75 | $938.4M | 6 | ||
| 2013 Q4 | 84 | $926.0M | 7 | ||
| 2013 Q3 | 85 | $874.0M | 9 | ||
| 2013 Q2 | 85 | $859.8M | 0 |
Stewart West Indies Trading Co., LTD's most significant position changes for 2018-03-31: Trim: Yum! Brands INC (YUM) — shares -6.34%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems INC | +0.9% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | Unchanged |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | — | Unchanged |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | Unchanged |
| 5 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 6 | YUM | Yum! Brands INC | 0% | -6.34% | Trim |
| 7 | PFE | Pfizer INC | 0% | — | Unchanged |
| 8 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 9 | LTC | Ltc Properties INC | 0% | — | Unchanged |
| 10 | AXP | American Express Co | -0.1% | — | Unchanged |
| 11 | EPD | Enterprise Products Partners | -0.1% | — | Unchanged |
| 12 | VZ | Verizon Communications INC | -0.1% | — | Unchanged |
| 13 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | -0.2% | — | Unchanged |
| 15 | CAT | Caterpillar INC | -0.3% | — | Unchanged |
| 16 | VTR | Ventas INC | -0.3% | — | Unchanged |
| 17 | UTF | Cohen & Steers Infrastructur | -0.3% | — | Unchanged |
| 18 | WMT | Walmart INC | -0.4% | — | Unchanged |
| 19 | WFC | Wells Fargo & Co | -0.7% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2018 Q1 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017 Q4 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017 Q3 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017 Q2 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017 Q1 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016 Q4 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016 Q3 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016 Q2 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016 Q1 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015 Q4 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015 Q3 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015 Q2 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015 Q1 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014 Q4 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014 Q3 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014 Q2 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014 Q1 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013 Q4 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013 Q3 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013 Q2 | 2013-08-15 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001859392
Total reported value
$1.2B
72 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001569579
Total reported value
$1.2B
330 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001811513
Total reported value
$1.2B
6 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0000104889
Total reported value
$966.7M
6 stks
2026-03-31
Also holds Berkshire Hathaway Inc-cl A as its largest position
CIK 0000728083
Total reported value
$36.1B
753 stks
2026-03-31
Also holds Berkshire Hathaway Inc-cl A as its largest position
CIK 0000860643
Total reported value
$8.5B
86 stks
2026-03-31
Also holds Berkshire Hathaway Inc-cl A as its largest position
Access Stewart West Indies Trading Co., LTD's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/stewart-west-indies-trading-co-ltdCLI
npx alphasmo institutions get stewart-west-indies-trading-co-ltd