Shelter Mutual Insurance’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Hold |
35,523
| – | – | 1.89% | 24 |
|
|
2025
Q1 | $8.39M | Hold |
35,523
| – | – | 2.02% | 23 |
|
|
2024
Q4 | $8.1M | Hold |
35,523
| – | – | 2.02% | 23 |
|
|
2024
Q3 | $8.62M | Hold |
35,523
| – | – | 2.06% | 22 |
|
|
2024
Q2 | $8.04M | Hold |
35,523
| – | – | 2.09% | 24 |
|
|
2024
Q1 | $8.74M | Hold |
35,523
| – | – | 2.25% | 22 |
|
|
2023
Q4 | $8.73M | Sell |
35,523
-3,950
| -10% | -$970K | 2.41% | 18 |
|
|
2023
Q3 | $8.04M | Sell |
39,473
-9,000
| -19% | -$1.83M | 2.24% | 22 |
|
|
2023
Q2 | $9.92M | Hold |
48,473
| – | – | 2.41% | 18 |
|
|
2023
Q1 | $9.76M | Hold |
48,473
| – | – | 2.72% | 15 |
|
|
2022
Q4 | $10M | Hold |
48,473
| – | – | 2.88% | 13 |
|
|
2022
Q3 | $9.44M | Hold |
48,473
| – | – | 3.06% | 12 |
|
|
2022
Q2 | $10.3M | Hold |
48,473
| – | – | 3.13% | 11 |
|
|
2022
Q1 | $13.2M | Hold |
48,473
| – | – | 3.47% | 5 |
|
|
2021
Q4 | $12.2M | Hold |
48,473
| – | – | 3.17% | 10 |
|
|
2021
Q3 | $9.5M | Hold |
48,473
| – | – | 2.68% | 14 |
|
|
2021
Q2 | $10.7M | Hold |
48,473
| – | – | 2.97% | 11 |
|
|
2021
Q1 | $10.7M | Hold |
48,473
| – | – | 3% | 11 |
|
|
2020
Q4 | $10.1M | Hold |
48,473
| – | – | 3.17% | 11 |
|
|
2020
Q3 | $9.54M | Hold |
48,473
| – | – | 3.27% | 10 |
|
|
2020
Q2 | $8.2M | Sell |
48,473
-7,500
| -13% | -$1.27M | 3.06% | 10 |
|
|
2020
Q1 | $7.89M | Hold |
55,973
| – | – | 3.31% | 9 |
|
|
2019
Q4 | $10.1M | Hold |
55,973
| – | – | 3.44% | 9 |
|
|
2019
Q3 | $9.07M | Hold |
55,973
| – | – | 2.65% | 12 |
|
|
2019
Q2 | $9.47M | Sell |
55,973
-5,400
| -9% | -$913K | 2.7% | 11 |
|
|
2019
Q1 | $10.3M | Hold |
61,373
| – | – | 3.02% | 9 |
|
|
2018
Q4 | $8.48M | Hold |
61,373
| – | – | 2.72% | 13 |
|
|
2018
Q3 | $9.99M | Hold |
61,373
| – | – | 2.8% | 10 |
|
|
2018
Q2 | $8.7M | Sell |
61,373
-6,800
| -10% | -$963K | 2.58% | 14 |
|
|
2018
Q1 | $9.16M | Hold |
68,173
| – | – | 2.74% | 14 |
|
|
2017
Q4 | $9.14M | Hold |
68,173
| – | – | 2.73% | 16 |
|
|
2017
Q3 | $7.91M | Sell |
68,173
-6,400
| -9% | -$742K | 2.47% | 21 |
|
|
2017
Q2 | $8.12M | Hold |
74,573
| – | – | 2.49% | 23 |
|
|
2017
Q1 | $7.9M | Sell |
74,573
-32,000
| -30% | -$3.39M | 2.42% | 23 |
|
|
2016
Q4 | $11M | Hold |
106,573
| – | – | 3.4% | 8 |
|
|
2016
Q3 | $10.4M | Sell |
106,573
-35,500
| -25% | -$3.46M | 3.22% | 9 |
|
|
2016
Q2 | $12.4M | Hold |
142,073
| – | – | 3.76% | 5 |
|
|
2016
Q1 | $11.3M | Hold |
142,073
| – | – | 3.47% | 8 |
|
|
2015
Q4 | $11.1M | Hold |
142,073
| – | – | 3.46% | 7 |
|
|
2015
Q3 | $12.6M | Hold |
142,073
| – | – | 4.11% | 4 |
|
|
2015
Q2 | $13.6M | Hold |
142,073
| – | – | 4.08% | 4 |
|
|
2015
Q1 | $15.4M | Sell |
142,073
-3,727
| -3% | -$404K | 4.82% | 2 |
|
|
2014
Q4 | $17.4M | Hold |
145,800
| – | – | 4.67% | 2 |
|
|
2014
Q3 | $15.8M | Hold |
145,800
| – | – | 4.35% | 3 |
|
|
2014
Q2 | $14.5M | Sell |
145,800
-20,800
| -12% | -$2.07M | 3.97% | 4 |
|
|
2014
Q1 | $15.6M | Hold |
166,600
| – | – | 4.3% | 2 |
|
|
2013
Q4 | $14M | Hold |
166,600
| – | – | 3.7% | 3 |
|
|
2013
Q3 | $12.9M | Hold |
166,600
| – | – | 3.7% | 4 |
|
|
2013
Q2 | $12.9M | Buy |
+166,600
| New | +$12.9M | 3.79% | 4 |
|