Shelter Mutual Insurance Company
Latest statistics and disclosures from Shelter Mutual Insurance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VXUS, BRK.A, CAT, VTI, and represent 24.97% of Shelter Mutual Insurance's stock portfolio.
- Added to shares of these 2 stocks: IVV (+$7.3M), BKNG.
- Reduced shares in these 2 stocks: CAT, QCOM.
- Shelter Mutual Insurance was a net buyer of stock by $4.9M.
- Shelter Mutual Insurance has $473M in assets under management (AUM), dropping by 5.13%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 6.7 | $32M | +30% | 42k | 748.89 |
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.7 | $27M | 315k | 85.49 |
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| Berkshire Hathaway (BRK.A) | 5.4 | $26M | 34.00 | 748850.00 |
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| Caterpillar (CAT) | 3.8 | $18M | -19% | 17k | 1064.90 |
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| Vanguard Total Stock Market ETF (VTI) | 3.4 | $16M | 44k | 370.04 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.3 | $16M | 161k | 96.58 |
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| Abbvie (ABBV) | 3.0 | $14M | 57k | 251.64 |
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| Visa (V) | 2.9 | $14M | 41k | 343.09 |
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| Wal-Mart Stores (WMT) | 2.9 | $14M | 122k | 113.26 |
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| Linde (LIN) | 2.9 | $14M | 26k | 518.94 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $14M | 28k | 496.73 |
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| iShares Barclays Credit Bond Fund (USIG) | 2.9 | $14M | 264k | 51.28 |
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| Deere & Company (DE) | 2.7 | $13M | 20k | 634.33 |
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| Oracle Corporation (ORCL) | 2.6 | $12M | 83k | 146.55 |
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| International Business Machines (IBM) | 2.3 | $11M | 39k | 281.21 |
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| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $11M | 113k | 94.52 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.2 | $10M | 95k | 109.07 |
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| Cme (CME) | 2.1 | $10M | 46k | 220.83 |
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| American Express Company (AXP) | 2.1 | $9.7M | 29k | 338.25 |
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| Illinois Tool Works (ITW) | 2.1 | $9.7M | 36k | 270.47 |
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| Union Pacific Corporation (UNP) | 2.0 | $9.7M | 36k | 272.00 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $9.5M | 29k | 327.33 |
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| Lowe's Companies (LOW) | 1.9 | $9.1M | 41k | 220.49 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $8.9M | 65k | 136.72 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.9 | $8.8M | 114k | 77.54 |
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| Procter & Gamble Company (PG) | 1.9 | $8.8M | 60k | 146.64 |
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| BHP Billiton (BHP) | 1.7 | $7.9M | 95k | 83.31 |
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| Nextera Energy (NEE) | 1.5 | $7.2M | 83k | 87.77 |
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| Verisk Analytics (VRSK) | 1.5 | $7.1M | 40k | 179.53 |
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| Pepsi (PEP) | 1.5 | $6.9M | 51k | 135.40 |
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| Qualcomm (QCOM) | 1.4 | $6.6M | -29% | 36k | 184.79 |
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| Ishares Inc core msci emkt (IEMG) | 1.4 | $6.4M | 77k | 82.84 |
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| Target Corporation (TGT) | 1.3 | $6.2M | 48k | 130.61 |
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| iShares Lehman Aggregate Bond (AGG) | 1.2 | $5.7M | 58k | 98.98 |
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| Vanguard Total Bond Market ETF (BND) | 1.2 | $5.6M | 77k | 73.41 |
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| Invesco Taxable Municipal Bond otr (BAB) | 1.1 | $5.3M | 199k | 26.84 |
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| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $5.2M | 97k | 53.16 |
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| Booking Holdings (BKNG) | 1.0 | $4.9M | +2400% | 28k | 178.24 |
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| Ishares Core Intl Stock Etf core (IXUS) | 1.0 | $4.7M | 49k | 95.52 |
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| Gilead Sciences (GILD) | 0.9 | $4.1M | 32k | 126.34 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $3.6M | 84k | 42.59 |
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| Pfizer (PFE) | 0.7 | $3.5M | 146k | 24.08 |
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| Ishares Tr cmn (GOVT) | 0.7 | $3.1M | 137k | 22.78 |
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| Bristol Myers Squibb (BMY) | 0.7 | $3.1M | 54k | 57.62 |
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| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 68.93 |
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| Markel Corporation (MKL) | 0.5 | $2.3M | 1.2k | 1953.01 |
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| Otis Worldwide Corp (OTIS) | 0.5 | $2.2M | 31k | 71.60 |
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| Hasbro (HAS) | 0.4 | $2.0M | 24k | 82.59 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 500.39 |
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| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 139.09 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $930k | 12k | 79.03 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $902k | 11k | 82.65 |
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| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $839k | 33k | 25.51 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $836k | 11k | 76.70 |
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| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $589k | 5.9k | 100.35 |
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| Ishares Tr msci usavalfct (VLUE) | 0.1 | $531k | 2.7k | 199.83 |
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| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $478k | 10k | 45.95 |
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| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $475k | 10k | 47.53 |
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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 2026 Q2 filed Aug. 11, 2026
- Shelter Mutual Insurance 2026 Q1 filed April 29, 2026
- 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