Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: VILLERE ST DENIS J & CO LLC
  City: NEW ORLEANS
  State: UN
  Zip: 701121727
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,214,269,000
  Total Value Change : $41,450,000
  Securities Held Change : 9
   
All Securities Held : 76
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

   
Holdings Found : 16     View All Holdings Currently Viewing:  New 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
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF New $48.88 $962,000 20,079 % 962,000 20,079 0.001    Closed - End Fund - F...
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... New $105.37 $865,000 8,611 % 865,000 8,611 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized New $0.00 $801,000 7,632 % 801,000 7,632 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... New $106.12 $755,000 6,960 % 755,000 6,960 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust New $38.03 $589,000 15,933 % 589,000 15,933 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... New $78.04 $407,000 5,393 % 407,000 5,393 0    N/A
   (SHEL)1 Year Chart         SHEL Shell plc New $73.27 $395,000 6,000 % 395,000 6,000 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy New $65.99 $361,000 5,950 % 361,000 5,950 0    N/A
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF New $32.27 $244,000 7,615 % 244,000 7,615 0    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu New $119.99 $236,000 2,033 % 236,000 2,033 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp New $729.18 $219,000 332 % 219,000 332 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc New $131.20 $215,000 1,974 % 215,000 1,974 0    Drug Manufacturers - ...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... New $42.32 $212,000 5,153 % 212,000 5,153 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER New $182.46 $208,000 1,157 % 208,000 1,157 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp New $74.99 $206,000 3,000 % 206,000 3,000 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc New $443.18 $205,000 499 % 205,000 499 0    N/A

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