Shelter Mutual Insurance Company
Latest statistics and disclosures from Shelter Mutual Insurance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, VXUS, IVV, ORCL, VTI, and represent 22.77% of Shelter Mutual Insurance's stock portfolio.
- Added to shares of these 8 stocks: IVV (+$14M), BN, GOVT, IXUS, USIG, MBB, TLH, IWR.
- Reduced shares in these 4 stocks: CAT (-$5.8M), WMT, AXP, ABBV.
- Shelter Mutual Insurance was a net buyer of stock by $1.5M.
- Shelter Mutual Insurance has $448M in assets under management (AUM), dropping by 0.54%.
- Central Index Key (CIK): 0001455288
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Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.7 | $26M | 34.00 | 754800.00 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.3 | $24M | 315k | 75.44 |
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| iShares S&P 500 Index (IVV) | 4.9 | $22M | +188% | 32k | 684.94 |
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| Oracle Corporation (ORCL) | 3.6 | $16M | 83k | 194.91 |
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| Vanguard Total Stock Market ETF (VTI) | 3.3 | $15M | 44k | 335.27 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.2 | $14M | 161k | 89.46 |
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| Visa (V) | 3.2 | $14M | 41k | 350.71 |
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| iShares Barclays Credit Bond Fund (USIG) | 3.2 | $14M | 274k | 51.76 |
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| Wal-Mart Stores (WMT) | 3.0 | $14M | -26% | 122k | 111.42 |
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| Abbvie (ABBV) | 2.9 | $13M | 57k | 228.49 |
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| Cme (CME) | 2.8 | $13M | 46k | 273.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $13M | 28k | 453.36 |
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| Caterpillar (CAT) | 2.6 | $12M | -32% | 21k | 572.87 |
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| International Business Machines (IBM) | 2.5 | $11M | 39k | 296.21 |
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| Linde (LIN) | 2.5 | $11M | 26k | 426.39 |
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| American Express Company (AXP) | 2.4 | $11M | -27% | 29k | 369.95 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.3 | $11M | 95k | 110.19 |
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| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $10M | 110k | 95.22 |
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| Lowe's Companies (LOW) | 2.2 | $9.9M | 41k | 241.16 |
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| Deere & Company (DE) | 2.1 | $9.5M | 20k | 465.57 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $9.3M | 29k | 322.22 |
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| Verisk Analytics (VRSK) | 2.0 | $8.9M | 40k | 223.69 |
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| Illinois Tool Works (ITW) | 2.0 | $8.8M | 36k | 246.30 |
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| Qualcomm (QCOM) | 1.9 | $8.7M | 51k | 171.05 |
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| Procter & Gamble Company (PG) | 1.9 | $8.6M | 60k | 143.31 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.9 | $8.4M | 114k | 73.48 |
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| Union Pacific Corporation (UNP) | 1.8 | $8.2M | 36k | 231.32 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $7.8M | 65k | 120.34 |
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| Pepsi (PEP) | 1.6 | $7.3M | 51k | 143.52 |
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| Nextera Energy (NEE) | 1.5 | $6.6M | 83k | 80.28 |
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| Booking Holdings (BKNG) | 1.3 | $5.9M | 1.1k | 5355.33 |
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| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.8M | 58k | 99.88 |
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| BHP Billiton (BHP) | 1.3 | $5.7M | 95k | 60.37 |
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| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.7M | 77k | 74.07 |
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| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.4M | 199k | 27.20 |
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| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.2M | 97k | 53.88 |
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| Ishares Inc core msci emkt (IEMG) | 1.2 | $5.2M | 77k | 67.22 |
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| Target Corporation (TGT) | 1.0 | $4.7M | 48k | 97.75 |
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| Ishares Core Intl Stock Etf core (IXUS) | 1.0 | $4.3M | +4% | 51k | 84.59 |
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| Gilead Sciences (GILD) | 0.9 | $3.9M | 32k | 122.74 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.9 | $3.9M | +49% | 84k | 45.89 |
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| Pfizer (PFE) | 0.8 | $3.6M | 146k | 24.90 |
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| Ishares Tr cmn (GOVT) | 0.7 | $3.2M | +10% | 138k | 23.03 |
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| Bristol Myers Squibb (BMY) | 0.6 | $2.9M | 54k | 53.94 |
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| Otis Worldwide Corp (OTIS) | 0.6 | $2.7M | 31k | 87.35 |
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| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 69.52 |
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| Markel Corporation (MKL) | 0.6 | $2.6M | 1.2k | 2149.65 |
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| Hasbro (HAS) | 0.4 | $1.9M | 24k | 82.00 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 502.65 |
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| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 137.96 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $938k | 12k | 79.73 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $914k | 11k | 83.75 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $849k | 11k | 77.88 |
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| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $847k | 33k | 25.75 |
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| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $483k | 10k | 46.42 |
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| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $481k | 10k | 48.09 |
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| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $383k | +9% | 3.8k | 101.67 |
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| iShares Russell Midcap Index Fund (IWR) | 0.1 | $383k | +8% | 4.0k | 96.27 |
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Past Filings by Shelter Mutual Insurance
SEC 13F filings are viewable for Shelter Mutual Insurance going back to 2011
- Shelter Mutual Insurance 2025 Q4 filed Feb. 13, 2026
- Shelter Mutual Insurance 2025 Q3 filed Oct. 31, 2025
- Shelter Mutual Insurance 2025 Q2 filed July 29, 2025
- Shelter Mutual Insurance 2025 Q1 filed April 22, 2025
- Shelter Mutual Insurance 2024 Q4 filed Feb. 7, 2025
- Shelter Mutual Insurance 2024 Q3 filed Nov. 8, 2024
- Shelter Mutual Insurance 2024 Q2 filed July 25, 2024
- Shelter Mutual Insurance 2024 Q1 filed May 6, 2024
- Shelter Mutual Insurance 2023 Q4 filed Jan. 31, 2024
- Shelter Mutual Insurance 2023 Q3 filed Nov. 2, 2023
- Shelter Mutual Insurance 2023 Q2 filed Aug. 1, 2023
- Shelter Mutual Insurance 2023 Q1 filed April 18, 2023
- Shelter Mutual Insurance 2022 Q4 filed Jan. 20, 2023
- Shelter Mutual Insurance 2022 Q3 filed Oct. 14, 2022
- Shelter Mutual Insurance 2022 Q2 filed July 12, 2022
- Shelter Mutual Insurance 2022 Q1 filed May 16, 2022