Shelter Mutual Insurance’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.47M	Hold	56,131	–	–	0.8%	42
2025 Q1	$2.94M	Hold	56,131	–	–	0.71%	44
2024 Q4	$3.22M	Hold	56,131	–	–	0.8%	41
2024 Q3	$3.23M	Hold	56,131	–	–	0.77%	41
2024 Q2	$2.33M	Hold	56,131	–	–	0.61%	44
2024 Q1	$2.35M	Hold	56,131	–	–	0.61%	46
2023 Q4	$2.25M	Hold	56,131	–	–	0.62%	46
2023 Q3	$1.76M	Hold	56,131	–	–	0.49%	49
2023 Q2	$1.89M	Hold	56,131	–	–	0.46%	51
2023 Q1	$1.83M	Hold	56,131	–	–	0.51%	43
2022 Q4	$1.76M	Sell	56,131 -13,303	-19%	-$418K	0.51%	43
2022 Q3	$2.3M	Hold	69,434	–	–	0.74%	40
2022 Q2	$2.5M	Sell	69,434 -1	-0%	-$36	0.76%	39
2022 Q1	$3.18M	Buy	69,435 +1	+0%	+$46	0.83%	39
2021 Q4	$3.39M	Hold	69,434	–	–	0.88%	38
2021 Q3	$3M	Hold	69,434	–	–	0.85%	39
2021 Q2	$2.86M	Sell	69,434 -486	-0.7%	-$20K	0.8%	40
2021 Q1	$2.5M	Hold	69,920	–	–	0.7%	42
2020 Q4	$2.32M	Hold	69,920	–	–	0.73%	38
2020 Q3	$1.86M	Hold	69,920	–	–	0.64%	42
2020 Q2	$1.85M	Sell	69,920 -10,787	-13%	-$285K	0.69%	38
2020 Q1	$1.91M	Hold	80,707	–	–	0.8%	38
2019 Q4	$2.5M	Sell	80,707 -2	-0%	-$62	0.85%	38
2019 Q3	$2.29M	Buy	+80,709	New	+$2.29M	0.67%	40