Shelter Mutual Insurance Company

Shelter Mutual Insurance as of Sept. 30, 2023

Portfolio Holdings for Shelter Mutual Insurance

Shelter Mutual Insurance holds 60 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.6 $20M 38.00 531477.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $18M 336k 53.52
Ishares Tr Usd Inv Grde Etf (USIG) 3.9 $14M 291k 48.07
Wal-Mart Stores (WMT) 3.0 $11M 68k 159.93
Ishares Tr Core Msci Eafe (IEFA) 3.0 $11M 169k 64.35
Procter & Gamble Company (PG) 3.0 $11M 74k 145.86
Pepsi (PEP) 3.0 $11M 63k 169.44
Ishares Tr Mbs Etf (MBB) 2.9 $10M 117k 88.80
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $9.9M 47k 212.41
Linde SHS (LIN) 2.7 $9.8M 26k 372.35
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.7 $9.7M 95k 102.02
Vertex Pharmaceuticals Incorporated (VRTX) 2.7 $9.6M 28k 347.74
Verisk Analytics (VRSK) 2.6 $9.4M 40k 236.24
Visa Com Cl A (V) 2.6 $9.3M 41k 230.01
Caterpillar (CAT) 2.6 $9.3M 34k 273.00
Cme (CME) 2.6 $9.2M 46k 200.22
Illinois Tool Works (ITW) 2.5 $9.1M 40k 230.31
Oracle Corporation (ORCL) 2.4 $8.8M 83k 105.92
Abbvie (ABBV) 2.4 $8.6M 58k 149.06
Lowe's Companies (LOW) 2.4 $8.5M 41k 207.84
Deere & Company (DE) 2.4 $8.5M 22k 377.38
Union Pacific Corporation (UNP) 2.2 $8.0M 40k 203.63
Exxon Mobil Corporation (XOM) 2.1 $7.7M 65k 117.58
Shell Spon Ads (SHEL) 2.0 $7.3M 114k 64.38
American Express Company (AXP) 1.7 $6.0M 40k 149.19
iShares S&P 500 Index (IVV) 1.6 $5.9M 14k 429.43
Qualcomm (QCOM) 1.6 $5.7M 51k 111.06
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $5.4M 58k 94.04
International Business Machines (IBM) 1.5 $5.4M 39k 140.30
Bhp Group Sponsored Ads (BHP) 1.5 $5.4M 95k 56.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $5.3M 77k 69.78
Target Corporation (TGT) 1.5 $5.3M 48k 110.57
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.4 $5.0M 199k 25.30
Pfizer (PFE) 1.3 $4.8M 146k 33.17
Nextera Energy (NEE) 1.3 $4.7M 83k 57.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $4.7M 97k 48.63
Ecolab (ECL) 1.3 $4.5M 27k 169.40
JPMorgan Chase & Co. (JPM) 1.2 $4.2M 29k 145.02
Ishares Core Msci Emkt (IEMG) 1.1 $3.9M 81k 47.59
Booking Holdings (BKNG) 0.9 $3.4M 1.1k 3083.95
Bristol Myers Squibb (BMY) 0.9 $3.1M 54k 58.04
Constellation Brands Cl A (STZ) 0.7 $2.6M 10k 251.33
Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $2.5M 38k 67.06
Otis Worldwide Corp (OTIS) 0.7 $2.5M 31k 80.31
Ishares Core Intl Stock Etf core (IXUS) 0.7 $2.4M 40k 59.98
Gilead Sciences (GILD) 0.7 $2.4M 32k 74.94
3M Company (MMM) 0.6 $2.2M 24k 93.62
Markel Corporation (MKL) 0.5 $1.8M 1.2k 1472.49
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.5 $1.8M 56k 31.27
Hasbro (HAS) 0.4 $1.6M 24k 66.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 3.5k 350.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.1M 48k 22.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $884k 12k 75.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $830k 11k 75.98
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $800k 33k 24.32
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $788k 11k 72.31
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $579k 5.9k 98.47
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $460k 10k 44.23
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $450k 10k 45.02
iShares S&P SmallCap 600 Index (IJR) 0.1 $279k 3.0k 94.33