Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SHELTER MUTUAL INSURANCE CO
  City: COLUMBIA
  State: MO
  Zip: 65218
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $362,526,000
  Total Value Change : $4,084,000
  Securities Held Change : -2
   
All Securities Held : 58
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 0
  Unchanged Positions : 46
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 1 - $606,414.00 $18,449,000 34 5.09% -1,747,000 -4 0.001    Property & Casualty I...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 2 - $59.86 $18,247,000 314,823 5.03% 279,000 -20,900 0.055    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 4 - $0.00 $11,296,000 160,575 3.12% 422,000 -8,400 0.001    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 10 - $250.56 $10,402,000 43,850 2.87% 461,000 -2,950 0.004    Closed - End Fund - E...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 13 - $242.04 $9,388,000 35,840 2.59% 270,000 -3,750 0.011    Diversified Machinery
   (CAT)1 Year Chart         CAT Caterpillar Inc 15 - $335.44 $9,101,000 30,780 2.51% -236,000 -3,420 0.006    Farm & Construction M...
   (PG)1 Year Chart         PG Procter & Gamble Co 17 - $163.84 $8,748,000 59,695 2.41% -2,008,000 -14,050 0.002    Cleaning Products
   (UNP)1 Year Chart         UNP Union Pacific Corp 18 - $237.69 $8,725,000 35,523 2.41% 687,000 -3,950 0.005    Railroads
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 20 - $60.24 $8,706,000 55,222 2.4% -2,197,000 -12,950 0.002    Discount, Variety Stores
   (PEP)1 Year Chart         PEP Pepsico Inc 21 - $175.45 $8,665,000 51,020 2.39% -2,005,000 -11,950 0.004    Beverage Soft Drinks...
   (DE)1 Year Chart         DE Deere & Co 22 - $395.96 $8,123,000 20,315 2.24% -342,000 -2,115 0.006    Farm & Construction M...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 39 - $52.97 $3,900,000 77,114 1.08% 38,000 -4,030 0.001    N/A

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results