Shelter Mutual Insurance’s Brookfield BN Stock Holding History

Shelter Mutual Insurance’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Hold	84,196	–	–	0.76%	41
2026 Q1	$3.41M	Hold	84,196	–	–	0.76%	42
2025 Q4	$3.86M	Sell	84,196 -1	-0%	-$46	0.86%	41
2025 Q3	$3.85M	Hold	84,197	–	–	0.86%	40
2025 Q2	$3.47M	Hold	84,197	–	–	0.8%	42
2025 Q1	$2.94M	Hold	84,197	–	–	0.71%	44
2024 Q4	$3.22M	Hold	84,197	–	–	0.8%	41
2024 Q3	$3.23M	Hold	84,197	–	–	0.77%	41
2024 Q2	$2.33M	Hold	84,197	–	–	0.61%	44
2024 Q1	$2.35M	Hold	84,197	–	–	0.61%	46
2023 Q4	$2.25M	Hold	84,197	–	–	0.62%	46
2023 Q3	$1.76M	Hold	84,197	–	–	0.49%	49
2023 Q2	$1.89M	Hold	84,197	–	–	0.46%	51
2023 Q1	$1.83M	Hold	84,197	–	–	0.51%	43
2022 Q4	$1.76M	Sell	84,197 -19,954	-19%	-$447K	0.51%	43
2022 Q3	$2.29M	Hold	104,151	–	–	0.74%	40
2022 Q2	$2.5M	Sell	104,151 -2	-0%	-$53	0.76%	39
2022 Q1	$3.18M	Buy	104,153 +2	+0%	+$60	0.83%	39
2021 Q4	$3.39M	Hold	104,151	–	–	0.88%	38
2021 Q3	$3M	Hold	104,151	–	–	0.85%	39
2021 Q2	$2.86M	Sell	104,151 -729	-0.7%	-$18.7K	0.8%	40
2021 Q1	$2.5M	Hold	104,880	–	–	0.7%	42
2020 Q4	$2.32M	Hold	104,880	–	–	0.73%	38
2020 Q3	$1.85M	Hold	104,880	–	–	0.64%	42
2020 Q2	$1.85M	Sell	104,880 -16,181	-13%	-$284K	0.69%	38
2020 Q1	$1.91M	Hold	121,061	–	–	0.8%	38
2019 Q4	$2.5M	Sell	121,061 -3	-0%	-$60	0.85%	38
2019 Q3	$2.29M	Buy	+121,064	New	+$2.19M	0.67%	40

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Shelter Mutual Insurance's BN Position: Q2 2026 in Review

Shelter Mutual Insurance held its Brookfield (BN) position steady in Q2 2026 at 84,196 shares worth $3.59M. The position accounts for 0.76% of the portfolio, ranked #41.

Shelter Mutual Insurance first reported a position in BN in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.86M in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

Shelter Mutual Insurance held 84,196 shares of Brookfield worth $3.59M as of Q2 2026.
Shelter Mutual Insurance left its Brookfield share count unchanged in Q2 2026.
Brookfield made up 0.76% of Shelter Mutual Insurance's portfolio in Q2 2026, its #41 holding.
Shelter Mutual Insurance first reported a position in Brookfield in Q3 2019 and has held it in 28 quarters since.
Shelter Mutual Insurance's Brookfield position peaked at $3.86M in Q4 2025.
940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.