Srb Corp Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investors are always keen to keep track of changes in their fund holdings and understandably so. Changes in holdings can reveal a lot about the fund's investment strategy and how the market is behaving. The Srb Corp Q3 2022 vs. Q4 2022 13F Holdings Comparison provides useful information on the changes in holdings of this fund during the period. In this blog post, we will analyze the data and provide insights into what these changes might mean for investors.

Microsoft Corp - Holding Steady

Microsoft Corp is Srb Corp's largest holding, and the data shows that the fund held 1,126,467 shares in Q3 2022 and 1,128,282 shares in Q4 2022. The total value of these shares also increased from $262,354,000 to $270,584,000, representing a change of 3.1%. This suggests that Srb Corp is bullish on Microsoft Corp and has maintained its position in the company.

Merck & Co. Inc. - A Conservative Approach

Srb Corp's holdings in Merck & Co. Inc. remained fairly stable during the period, with the fund holding 1,848,806 shares in Q3 2022 and 1,848,407 shares in Q4 2022. However, the total value of these shares increased from $159,219,000 to $205,081,000, representing a change of 28.8%. This suggests that Srb Corp is bullish on Merck & Co. Inc. and has taken a conservative approach to increase its stake in the company.

CVS Health Corp - A Minor Decrease

Srb Corp's holdings in CVS Health Corp decreased slightly during the period, with the fund holding 2,134,360 shares in Q3 2022 and 2,130,282 in Q4 2022. The total value of these shares also decreased from $203,554,000 to $198,521,000, representing a change of -2.5%. This indicates that Srb Corp may be less bullish on CVS Health Corp and has reduced its stake in the company slightly.

Procter & Gamble Co - A Major Increase

Srb Corp's holdings in Procter & Gamble Co increased significantly during the period, with the fund holding 948,303 shares in Q3 2022 and 948,560 shares in Q4 2022. The total value of these shares increased from $119,723,000 to $143,763,000, representing a change of 20.1%. This suggests that Srb Corp is bullish on Procter & Gamble Co and has increased its stake in the company significantly.

Verisk Analytics Inc - A Moderate Increase

Srb Corp's holdings in Verisk Analytics Inc increased moderately during the period, with the fund holding 179,925 shares in Q3 2022 and 182,502 shares in Q4 2022. The total value of these shares increased from $30,683,000 to $32,197,000, representing a change of 4.9%. This suggests that Srb Corp is bullish on Verisk Analytics Inc and has increased its stake in the company moderately.

Conclusion

The Srb Corp Q3 2022 vs. Q4 2022 13F Holdings Comparison provides valuable insights into the changes in holdings of this fund during the period. The data shows that Srb Corp has taken a conservative approach with some holdings, while significantly increasing its stake in others. These changes may signal the fund's bullish or bearish stance on the companies that it holds. However, it's essential to note that these changes may not always reflect the overall market trend or the long-term performance of the companies. Therefore, investors should not base their investment decisions solely on this data but should instead carefully consider various other factors.