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, V, PEP, ORCL, IBM, and represent 22.53% of Shelter Mutual Insurance's stock portfolio.
  • Added to shares of these 2 stocks: GILD, BBT.
  • Started 1 new stock positions in BBT.
  • Reduced shares in these 8 stocks: MMM, UNP, EMR, TEVA, BRK.A, XOM, PFE, ECL.
  • Sold out of its positions in TEVA.
  • Shelter Mutual Insurance was a net seller of stock by $11.19M.
  • Shelter Mutual Insurance has $326.34M in assets under management (AUM), growing by 0.41%.

Shelter Mutual Insurance portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Berkshire Hathaway (BRK.A) 6.05 79 -7.00% 249848.10 0.00
Visa (V) 4.61 169340 88.87 91.82
Pepsi (PEP) 4.11 119830 111.86 113.33
Oracle Corporation (ORCL) 3.90 285380 44.61 44.69
International Business Machines (IBM) 3.86 72300 174.14 160.06
Procter & Gamble Company (PG) 3.86 140090 89.85 87.74
Lowe's Companies (LOW) 3.46 137200 82.22 85.23
General Electric Company (GE) 3.23 353490 29.80 29.26
CME (CME) 3.06 84100 118.80 120.04
Philip Morris International (PM) 2.97 85820 112.90 111.15
Schlumberger (SLB) 2.97 124160 78.10 74.11
Verisk Analytics (VRSK) 2.93 117800 81.14 83.18
J.M. Smucker Company (SJM) 2.87 71520 131.07 126.90
Wal-Mart Stores (WMT) 2.85 129042 72.08 75.43
Royal Dutch Shell (RDS.A) 2.83 174880 52.73 0.00
Pfizer (PFE) 2.75 262100 -2.00% 34.21 33.85
Deere & Company (DE) 2.71 81100 108.87 112.55
Medtronic 2.71 109796 80.56 0.00
Caterpillar (CAT) 2.68 94300 92.76 104.66
3M Company (MMM) 2.61 44560 -35.00% 191.34 195.00
Exxon Mobil Corporation (XOM) 2.59 103252 -4.00% 82.01 81.40
Illinois Tool Works (ITW) 2.47 60940 132.47 139.14
Union Pacific Corporation (UNP) 2.42 74573 -30.00% 105.92 110.17
Intel Corporation (INTC) 2.12 192250 36.07 36.93
Praxair (PX) 2.11 58140 118.61 125.11
Abbvie 2.04 102100 65.16 0.00
Ecolab (ECL) 1.93 50314 -2.00% 125.33 128.80
Express Scripts Holding 1.83 90662 65.92 0.00
Emerson Electric (EMR) 1.77 96770 -29.00% 59.85 61.22
Gilead Sciences (GILD) 1.68 80900 +39.00% 67.92 68.22
BHP Billiton (BHP) 1.62 145530 36.32 36.05
American Express Company (AXP) 1.53 63240 79.11 80.52
Core Laboratories N.V. (CLB) 1.45 40900 115.53 113.64
Franklin Resources (BEN) 1.43 110610 42.14 42.47
Enbridge Inc 1.40 109120 41.84 0.00
Abbott Laboratories (ABT) 1.39 102100 44.42 43.80
Target Corporation (TGT) 1.29 76450 55.19 55.98
8point Energy Partners Lp ml 1.02 245000 13.57 0.00
BB&T; Corporation (BBT) 0.47 34300 NEW 44.72 43.83
Berkshire Hathaway (BRK.B) 0.27 5320 166.73 0.00
Vodafone Group New Adr F 0.11 13100 26.41 0.00
Sunpower 0.03 15900 6.10 0.00