Shelter Mutual Insurance Company

Shelter Mutual Insurance as of Dec. 31, 2023

Portfolio Holdings for Shelter Mutual Insurance

Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the December 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) 5.1 $18M 34.00 542625.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $18M 315k 57.96
Ishares Tr Usd Inv Grde Etf (USIG) 4.1 $15M 291k 51.24
Ishares Tr Core Msci Eafe (IEFA) 3.1 $11M 161k 70.35
Vertex Pharmaceuticals Incorporated (VRTX) 3.1 $11M 28k 406.89
Ishares Tr Mbs Etf (MBB) 3.0 $11M 117k 94.08
Linde SHS (LIN) 3.0 $11M 26k 410.71
Visa Com Cl A (V) 2.9 $11M 41k 260.35
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.9 $11M 95k 110.66
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $10M 44k 237.22
Cme (CME) 2.7 $9.7M 46k 210.60
Verisk Analytics (VRSK) 2.6 $9.5M 40k 238.86
Illinois Tool Works (ITW) 2.6 $9.4M 36k 261.94
Lowe's Companies (LOW) 2.5 $9.2M 41k 222.55
Caterpillar (CAT) 2.5 $9.1M 31k 295.67
Abbvie (ABBV) 2.5 $8.9M 58k 154.97
Procter & Gamble Company (PG) 2.4 $8.7M 60k 146.54
Union Pacific Corporation (UNP) 2.4 $8.7M 36k 245.62
Oracle Corporation (ORCL) 2.4 $8.7M 83k 105.43
Wal-Mart Stores (WMT) 2.4 $8.7M 55k 157.65
Pepsi (PEP) 2.4 $8.7M 51k 169.84
Deere & Company (DE) 2.2 $8.1M 20k 399.87
Shell Spon Ads (SHEL) 2.1 $7.5M 114k 65.80
American Express Company (AXP) 2.1 $7.5M 40k 187.34
Qualcomm (QCOM) 2.0 $7.4M 51k 144.63
Target Corporation (TGT) 1.9 $6.8M 48k 142.42
Ishares Tr Core S&p500 Etf (IVV) 1.8 $6.6M 14k 477.63
Exxon Mobil Corporation (XOM) 1.8 $6.5M 65k 99.98
Bhp Group Sponsored Ads (BHP) 1.8 $6.5M 95k 68.31
International Business Machines (IBM) 1.7 $6.3M 39k 163.55
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $5.7M 58k 99.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $5.6M 77k 73.55
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.5 $5.3M 199k 26.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.4 $5.1M 97k 52.02
Nextera Energy (NEE) 1.4 $5.0M 83k 60.74
JPMorgan Chase & Co. (JPM) 1.4 $4.9M 29k 170.10
Pfizer (PFE) 1.2 $4.2M 146k 28.79
Booking Holdings (BKNG) 1.1 $3.9M 1.1k 3547.22
Ishares Core Msci Emkt (IEMG) 1.1 $3.9M 77k 50.58
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $2.8M 38k 74.58
Otis Worldwide Corp (OTIS) 0.8 $2.8M 31k 89.47
Bristol Myers Squibb (BMY) 0.8 $2.8M 54k 51.31
Ishares Tr Core Msci Total (IXUS) 0.7 $2.6M 40k 64.91
Gilead Sciences (GILD) 0.7 $2.6M 32k 81.01
Constellation Brands Cl A (STZ) 0.7 $2.5M 10k 241.75
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.6 $2.3M 56k 40.12
Markel Corporation (MKL) 0.5 $1.7M 1.2k 1419.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 3.5k 356.66
Hasbro (HAS) 0.3 $1.2M 24k 51.06
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.1M 48k 23.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $910k 12k 77.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $887k 11k 81.28
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $844k 33k 25.64
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $833k 11k 76.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $637k 5.9k 108.26
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $484k 10k 46.53
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $482k 10k 48.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $320k 3.0k 108.25