Shelter Mutual Insurance Company

Latest statistics and disclosures from Shelter Mutual Insurance's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VXUS, BRK.A, V, IEFA, VRSK, and represent 23.24% of Shelter Mutual Insurance's stock portfolio.
  • Added to shares of these 5 stocks: PING, IEFA, UCTT, IEMG, BAMR.
  • Started 2 new stock positions in BAMR, PING.
  • Reduced shares in these 5 stocks: PG, AXP, PEP, LIN, WMT.
  • Shelter Mutual Insurance was a net buyer of stock by $2.7M.
  • Shelter Mutual Insurance has $355M in assets under management (AUM), dropping by -1.05%.
  • Central Index Key (CIK): 0001455288

Tip: Access up to 7 years of quarterly data

Positions held by Shelter Mutual Insurance Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Shelter Mutual Insurance

Companies in the Shelter Mutual Insurance portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.6 $23M 361k 64.73
Berkshire Hathaway I Cl A (BRK.A) 5.3 $19M 46.00 411369.57
Visa Com Cl A (V) 3.9 $14M 62k 222.76
Ishares Tr Core Msci Eafe (IEFA) 3.8 $13M +5% 180k 74.23
Verisk Analytics (VRSK) 3.7 $13M 65k 200.28
Oracle Corporation (ORCL) 3.7 $13M 149k 87.13
Lowe's Companies (LOW) 3.5 $13M 62k 202.86
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $11M 51k 222.36
Procter & Gamble Company (PG) 3.2 $11M 80k 139.80
Target Corporation (TGT) 3.1 $11M 48k 228.77
Wal-Mart Stores (WMT) 2.9 $10M 74k 139.38
Pepsi (PEP) 2.9 $10M 69k 150.41
Deere & Company (DE) 2.7 $9.7M 29k 335.07
Union Pacific Corporation (UNP) 2.7 $9.5M 49k 196.01

Setup an alert

Shelter Mutual Insurance Company will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Medtronic SHS (MDT) 2.5 $8.9M 71k 125.34
Cme (CME) 2.5 $8.9M 46k 193.38
Linde SHS (LIN) 2.3 $8.3M -2% 28k 293.37
Illinois Tool Works (ITW) 2.3 $8.2M 40k 206.62
Ishares Tr Usd Inv Grde Etf (USIG) 2.2 $7.9M 130k 61.10
Vertex Pharmaceuticals Incorporated (VRTX) 2.2 $7.9M 43k 181.39
Philip Morris International (PM) 1.9 $6.8M 72k 94.79
American Express Company (AXP) 1.9 $6.7M -3% 40k 167.53
Abbott Laboratories (ABT) 1.9 $6.7M 57k 118.14
Caterpillar (CAT) 1.9 $6.6M 34k 191.96
Nextera Energy (NEE) 1.8 $6.5M 83k 78.51
Pfizer (PFE) 1.8 $6.3M 146k 43.01
Qualcomm (QCOM) 1.8 $6.3M 49k 128.97
Abbvie (ABBV) 1.8 $6.3M 58k 107.87
Ecolab (ECL) 1.6 $5.6M 27k 208.63
Ishares Core Msci Emkt (IEMG) 1.5 $5.4M +5% 87k 61.76
International Business Machines (IBM) 1.5 $5.3M 39k 138.94
Royal Dutch Shell Pl Spons Adr A (RDS.A) 1.4 $5.1M 114k 44.57
Bhp Group Sponsored Ads (BHP) 1.4 $5.1M 95k 53.52
JPMorgan Chase & Co. (JPM) 1.3 $4.7M 29k 163.69
3M Company (MMM) 1.2 $4.2M 24k 175.43
Exxon Mobil Corporation (XOM) 1.1 $3.9M 66k 58.82
Vanguard Bd Index Long Term Bond (BLV) 1.1 $3.9M 38k 102.34
Bristol Myers Squibb (BMY) 0.9 $3.2M 54k 59.16
Brookfield Asset Mgm Cl A Ltd Vt Sh (BAM) 0.8 $3.0M 56k 53.52
Discovery Com Ser C (DISCK) 0.8 $2.7M 112k 24.27
Booking Holdings (BKNG) 0.7 $2.6M 1.1k 2373.64
Otis Worldwide Corp (OTIS) 0.7 $2.6M 31k 82.28
Ping Identity Hldg Corp (PING) 0.7 $2.3M NEW 95k 24.57
Gilead Sciences (GILD) 0.6 $2.2M 32k 69.85
Constellation Brands Cl A (STZ) 0.6 $2.2M 10k 210.68
Hasbro (HAS) 0.6 $2.1M 24k 89.24
Ishares Tr Mbs Etf (MBB) 0.5 $1.9M 18k 108.11
Markel Corporation (MKL) 0.4 $1.4M 1.2k 1195.00
Berkshire Hathaway I Cl B New (BRK.B) 0.3 $948k 3.5k 272.88
Ultra Clean Holdings (UCTT) 0.2 $744k +119% 18k 42.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $302k 700.00 431.43
Brookfield Asset Mgm Cl A Exch Lt Vtg (BAMR) 0.0 $21k NEW 386.00 54.40

Past Filings by Shelter Mutual Insurance

SEC 13F filings are viewable for Shelter Mutual Insurance going back to 2011

View all past filings