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, ORCL, VXUS, WMT, CAT, and represent 23.27% of Shelter Mutual Insurance's stock portfolio.
- Added to shares of these 3 stocks: GOVT, MBB, TLH.
- Reduced shares in these 4 stocks: USIG, IVV, IXUS, IWR.
- Shelter Mutual Insurance was a net seller of stock by $-1.5M.
- Shelter Mutual Insurance has $446M in assets under management (AUM), dropping by 3.38%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.8 | $26M | 34.00 | 754200.00 |
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| Oracle Corporation (ORCL) | 5.2 | $23M | 83k | 281.24 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.2 | $23M | 315k | 73.46 |
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| Wal-Mart Stores (WMT) | 3.8 | $17M | 166k | 103.06 |
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| Caterpillar (CAT) | 3.3 | $15M | 31k | 477.15 |
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| Vanguard Total Stock Market ETF (VTI) | 3.2 | $14M | 44k | 328.17 |
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| iShares Barclays Credit Bond Fund (USIG) | 3.2 | $14M | -5% | 271k | 52.20 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.1 | $14M | 161k | 87.31 |
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| Visa (V) | 3.1 | $14M | 41k | 341.38 |
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| Abbvie (ABBV) | 3.0 | $13M | 58k | 231.54 |
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| American Express Company (AXP) | 3.0 | $13M | 40k | 332.16 |
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| Linde (LIN) | 2.8 | $13M | 26k | 475.00 |
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| Cme (CME) | 2.8 | $12M | 46k | 270.19 |
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| International Business Machines (IBM) | 2.4 | $11M | 39k | 282.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.4 | $11M | 28k | 391.64 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.4 | $11M | 95k | 111.47 |
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| Lowe's Companies (LOW) | 2.3 | $10M | 41k | 251.31 |
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| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $10M | 108k | 95.15 |
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| Verisk Analytics (VRSK) | 2.2 | $10M | 40k | 251.51 |
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| Illinois Tool Works (ITW) | 2.1 | $9.3M | 36k | 260.76 |
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| Deere & Company (DE) | 2.1 | $9.3M | 20k | 457.26 |
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| Procter & Gamble Company (PG) | 2.1 | $9.2M | 60k | 153.65 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $9.1M | 29k | 315.43 |
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| Qualcomm (QCOM) | 1.9 | $8.5M | 51k | 166.36 |
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| Union Pacific Corporation (UNP) | 1.9 | $8.4M | 36k | 236.37 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.8 | $8.1M | 114k | 71.53 |
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| iShares S&P 500 Index (IVV) | 1.7 | $7.4M | -9% | 11k | 669.30 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $7.3M | 65k | 112.75 |
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| Pepsi (PEP) | 1.6 | $7.2M | 51k | 140.44 |
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| Nextera Energy (NEE) | 1.4 | $6.2M | 83k | 75.49 |
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| Booking Holdings (BKNG) | 1.3 | $5.9M | 1.1k | 5399.27 |
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| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.8M | 58k | 100.25 |
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| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.7M | 77k | 74.37 |
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| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.4M | 199k | 27.29 |
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| BHP Billiton (BHP) | 1.2 | $5.3M | 95k | 55.75 |
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| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.3M | 97k | 54.09 |
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| Ishares Inc core msci emkt (IEMG) | 1.1 | $5.1M | 77k | 65.92 |
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| Target Corporation (TGT) | 1.0 | $4.3M | 48k | 89.70 |
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| Ishares Core Intl Stock Etf core (IXUS) | 0.9 | $4.0M | -8% | 49k | 82.61 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.9 | $3.8M | 56k | 68.58 |
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| Pfizer (PFE) | 0.8 | $3.7M | 146k | 25.48 |
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| Gilead Sciences (GILD) | 0.8 | $3.6M | 32k | 111.00 |
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| Ishares Tr cmn (GOVT) | 0.6 | $2.9M | +12% | 125k | 23.11 |
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| Otis Worldwide Corp (OTIS) | 0.6 | $2.9M | 31k | 91.43 |
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| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.7M | 38k | 70.85 |
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| Bristol Myers Squibb (BMY) | 0.5 | $2.4M | 54k | 45.10 |
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| Markel Corporation (MKL) | 0.5 | $2.3M | 1.2k | 1911.36 |
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| Hasbro (HAS) | 0.4 | $1.8M | 24k | 75.85 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 502.74 |
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| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 134.67 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $940k | 12k | 79.93 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $918k | 11k | 84.11 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $851k | 11k | 78.09 |
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| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $851k | 33k | 25.86 |
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| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $485k | 10k | 46.67 |
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| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $485k | 10k | 48.47 |
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| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $354k | +16% | 3.4k | 102.99 |
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| iShares Russell Midcap Index Fund (IWR) | 0.1 | $353k | -9% | 3.7k | 96.55 |
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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 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
- Shelter Mutual Insurance 2021 Q4 filed Feb. 1, 2022