Latest Shelter Mutual Insurance Co Stock Portfolio
Shelter Mutual Insurance Co Performance:
2024 Q4: -2.85%YTD: 9.27%2023: 9.56%
Performance for 2024 Q4 is -2.85%, and YTD is 9.27%, and 2023 is 9.56%.
About Shelter Mutual Insurance Co and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Shelter Mutual Insurance Co reported an equity portfolio of $401.2 Millions as of 31 Dec, 2024.
The top stock holdings of Shelter Mutual Insurance Co are , VXUS, WMT. The fund has invested 5.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.6% of portfolio in VANGUARD STAR FDS.
The top stock holdings of Shelter Mutual Insurance Co are , VXUS, WMT. The fund has invested 5.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.6% of portfolio in VANGUARD STAR FDS.
Shelter Mutual Insurance Co Annual Return Estimates Vs S&P 500
Our best estimate is that Shelter Mutual Insurance Co made a return of -2.85% in the last quarter. In trailing 12 months, it's portfolio return was 9.27%.
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Sector Distribution
Shelter Mutual Insurance Co has about 39.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 39.8 |
| Industrials | 12.7 |
| Financial Services | 11.1 |
| Consumer Defensive | 10.3 |
| Healthcare | 7.8 |
| Technology | 7.5 |
| Consumer Cyclical | 4.2 |
| Basic Materials | 2.8 |
| Utilities | 2.2 |
| Energy | 1.7 |
Market Cap. Distribution
Shelter Mutual Insurance Co has about 59.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 39.8 |
| LARGE-CAP | 35.6 |
| MEGA-CAP | 23.6 |
Stocks belong to which Index?
About 59% of the stocks held by Shelter Mutual Insurance Co either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 59 |
| Others | 40.3 |
Shelter Mutual Insurance Co Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Shelter Mutual Insurance Co
Shelter Mutual Insurance Co has 57 stocks in it's portfolio. About 36% of the portfolio is in top 10 stocks. VRTX proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for Shelter Mutual Insurance Co last quarter.
Last Reported on: 07 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| berkshire hathaway inc del | 5.77 | 34.00 | 23,151,300 | unchanged | 0.00 | |||
| VXUS | vanguard star fds | 4.62 | 314,823 | 18,552,500 | unchanged | 0.00 | ||
| WMT | walmart inc | 3.73 | 165,666 | 14,967,900 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 3.57 | 284,810 | 14,317,400 | unchanged | 0.00 | ||
| ORCL | oracle corp | 3.44 | 82,710 | 13,782,800 | unchanged | 0.00 | ||
| V | visa inc | 3.20 | 40,610 | 12,834,400 | unchanged | 0.00 | ||
| VB | vanguard index fds | 3.17 | 43,850 | 12,708,200 | unchanged | 0.00 | ||
| AXP | american express co | 2.95 | 39,885 | 11,837,500 | unchanged | 0.00 | ||
| IBCE | ishares tr | 2.81 | 160,575 | 11,285,200 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 2.78 | 30,780 | 11,165,800 | unchanged | 0.00 | ||
| VRTX | vertex pharmaceuticals inc | 2.77 | 27,600 | 11,114,500 | unchanged | 0.00 | ||
| LIN | linde plc | 2.76 | 26,440 | 11,069,600 | unchanged | 0.00 | ||
| VRSK | verisk analytics inc | 2.72 | 39,700 | 10,934,600 | unchanged | 0.00 | ||
| CME | cme group inc | 2.66 | 45,920 | 10,664,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 2.55 | 57,585 | 10,232,900 | unchanged | 0.00 | ||
| IJR | ishares tr | 2.54 | 95,196 | 10,170,700 | unchanged | 0.00 | ||
| LOW | lowes cos inc | 2.53 | 41,120 | 10,148,400 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 2.51 | 109,870 | 10,072,900 | unchanged | 0.00 | ||
| PG | procter and gamble co | 2.49 | 59,695 | 10,007,900 | unchanged | 0.00 | ||
| ITW | illinois tool wks inc | 2.27 | 35,840 | 9,087,590 | unchanged | 0.00 | ||
